Update roadmap item milestones

Update or delete the milestones that you added to your planning items (such as demands, epics, or programs) so that they reflect any change of plans.

시작하기 전에

Role required: sn_align_core.apw_user

이 태스크 정보

From the portfolio roadmap or free-form roadmap, select a planning milestone to update its details. Use the roadmap side panel to edit the details and submit.

For free-form roadmaps, milestones are supported only if the source table is Planning Item [sn_align_core_planning_item] or one of its extensions.

중요사항:

You can’t add a project milestone from the roadmap view. Creating or updating project milestones may impact the associated project plans. So, it’s recommended to create or update project milestones using Project Workspace in Project Portfolio Management (PPM).

However, any existing milestones of the project are visible on the roadmap if you've integrated Strategic Planning with PPM.

프로시저

1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning and open your roadmap.

   Roadmap type	Navigation
   Portfolio plan roadmap	From the Portfolio Plans tab, select a portfolio plan. From the Planning section, select Roadmap.
   Free-form roadmap	From the Free-form Roadmaps tab, select a roadmap.

2. From the roadmap view, click a planning item and select the Milestones tab.

   The side panel shows the list of all the milestones associated with this planning item.

   Alternatively, you can click Full details and open the item's record page and then select the Milestones tab.

3. Click the milestone that you want to update.
4. From the milestone form, update the details or delete the milestone.
   • To update, edit the field details and click Save.

     For information on the form fields, see Planning item milestone form.

   • To delete the milestone, click Delete.

     Select OK to confirm.

관련 개념

• Customizing milestones display on roadmap in Strategic Planning Workspace