Create a free-form roadmap view

  • 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 customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

    始める前に

    Role required: sn_align_core.ap_read_only

    このタスクについて

    You can create up to three private views and up to 10 shared (public) views per free-form roadmap.

    手順

    1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning > Free-form Roadmaps
    2. Select a free-form roadmap to open it.
    3. Change the view as needed.
      For example, you can enable the Tracking mode toggle.

      The Save as new view option appears on the free-form roadmap header.

      shared view in portfolio planning.
    4. From the free-form roadmap header, select Save as new view.
    5. On the Save as new view window, fill the details.
      1. Enter a name for the view in the View name field.
      2. オプション: Select the Shared view toggle to make this view public.
        Selecting the Shared view toggle makes the view visible to all stakeholders with whom this free-form roadmap is shared.
      3. Select Save.

    タスクの結果

    The shared view for the free-form roadmap is created and is visible to all stakeholders with whom this free-form roadmap is shared.

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