Create a free-form roadmap

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：2分

    • Create a standalone visual roadmap to start high-level planning of work from different units of the company.

    始める前に

    Role required: sn_align_core.apw_user

    このタスクについて

    Create a standalone roadmap to plan work across multiple units of your organization, such as projects of all departments. To learn more about free-form roadmaps, see Roadmaps in Strategic Planning.

    Select a source table as a starting point to base your roadmap on. Select one of project, epic, program, demand, SAFe epic, and SAFe feature tables for a simple roadmap or Planning Item table for a hybrid roadmap.

    手順

    1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning > Free-form Roadmaps
    2. Select New.
      If this is the first free-form roadmap in your ServiceNow® instance, select Create your first free-form roadmap.
    3. Use the Create free-form roadmap wizard to fill out the details of your roadmap.
      1. Select a source table to base your roadmap on.

        Your admin can configure other tables to be visible in this list. For more information, see Portfolio plan configuration form.

      2. Add conditions to filter the data from the source table.

        For example, if your source table is Project, the related filter condition can be Business Unit is Finance AND Active is true.

      3. Enter details of the name and planned dates for the roadmap.
    4. Select Create.

    タスクの結果

    • A new roadmap is created and displayed.
    • This roadmap is listed in the Free-form roadmaps tab of the Home page of Strategic Planning Workspace.

    次のタスク

    • Update, personalize, and collaborate with your roadmap.
    • Add milestones or create dependencies for the items planned on your roadmap.