Planning roadmaps in Strategic Planning Workspace

Create a layout of the plans for upcoming projects or initiatives while aligning them with your business objectives using roadmaps in Strategic Planning Workspace. Facilitate collaboration among stakeholders and adjust plans on the go.

Roadmaps in Strategic Planning Workspace are of two types: Portfolio plan roadmaps and free-form roadmaps.

For portfolio plans, only those planning items that are prioritized from the Prioritization tab are shown on the roadmap. For more information, see managing backlog items and prioritizing those items for the roadmap.

You can create roadmaps for a specific period, which could be the period that your organization focuses on meeting its goals. From a centralized view, you can do the following using the Roadmap capabilities in the Strategic Planning Workspace:

• Build simple roadmaps using a single type of planning item or hybrid roadmaps using multiple types of planning item at once.
• Visualize how your work aligns to the strategic priorities or goals of your business.
• Create and use direct and indirect dependencies between work items to understand how cross-organizational work aligns with the enterprise strategy.
• Use conversations and share files to enable collaboration among stakeholders.
• Focus on strategic outcomes using milestones for all the work items.
• Decide on necessary corrective actions ahead of time by tracking the progress and status of the work.

• Create a free-form roadmap
  Create a standalone visual roadmap to start high-level planning of work from different units of the company.
• Duplicate a free-form roadmap
  Create a roadmap with the data of an existing roadmap. If the roadmap you want to create is similar to an existing roadmap, duplicating the existing roadmap saves your time.
• Create planning items from the roadmap view
  Create and add new planning items to your portfolio roadmap or free-form roadmap directly from the roadmap view.
• Plan unscheduled items into a roadmap
  Add items without start or end dates yet to your portfolio plan or free-form roadmap.
• Reschedule roadmap items
  Update the planned dates of your roadmap items to account for any changes in your scheduling priorities.
• Add milestones for a roadmap
  Track key dates of your plan's timeline by creating milestones and displaying them on the roadmap.
• Add milestones for roadmap items
  Track key outcomes of your planning items (such as demands, epics, or programs) by creating milestones for them, directly from the roadmap view.
• Add dependencies for roadmap items
  Create dependencies and visualize relationships between planning items of your portfolio or free-form roadmap, so that you can adjust their scheduling.
• Personalize roadmap Timeline view
  Customize the way that your roadmap is displayed in the Timeline view. Group the roadmap items, color them by a category, add numerical data points, and display milestones and dependencies to analyze your roadmap efficiently and take informed decisions.
• Personalize roadmap Kanban view
  Customize the way that your roadmap Kanban is displayed. Modify the lane values to change the way your cards are sorted, or customize the card metrics to view only the fields you want to see on the cards.
• Track the progress of roadmap items
  Visually track the completion of a work item on your portfolio plan roadmap or free-form roadmap using the tracking mode.

관련 개념

• Roadmaps in Strategic Planning