Roadmap configuration form

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

    • Learn about the fields of the roadmap configuration form. Use this form to add new tables to roadmap preferences and configure their details in Strategic Planning.

    표 1. Roadmap configuration form
    Field Description
    Source table Table that is used to build your roadmap.
    Start date field

    Field that is used for the start date of the roadmap item.

    For example, Planned start date.
    End date field

    Field that is used for the end date of the roadmap item.

    For example, Planned end date.
    Item name field

    Field that is used for the name of the roadmap item.

    For example, Short description.
    Item owner field

    Field that is used for the owner of the roadmap item.

    For example, Assigned to.
    Status

    Field that is used for the status of the roadmap item.
    Percent Complete

    Field that is used to track the completion of the roadmap item.

    This field value is used to visualize the progress of the roadmap item in the tracking mode.
    Group by fields List of fields with which the roadmap items can be categorized into groups.

    For example, the State attribute can be used to categorize the items into groups of states such as Draft, Ready, Work in progress, and others.
    Color by fields List of fields with which the roadmap items can be categorized by color.

    For example, the Planning item type attribute can be used to assign a unique color to each group of items belonging to a specific type.
    Metric fields

    List of fields used as the metrics for the roadmap items.

    For example, Planned benefit or Actual cost.

    These values are displayed when you point the mouse cursor on the roadmap item.