View roadmap of a business application

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • View the roadmap of your business applications and align them with the organization's strategy. Creating a portfolio plan helps you plan, prioritize, and roadmap the work for your business application.

    Before you begin

    Ensure that the Strategic Planning plugin (com.sn_apw_advanced) (v4.0.2 or later) is installed.

    Role required: sn_apm.apm_user and sn_align_core.apw_user

    Procedure

    1. Open the View roadmap option using the following navigation.
      • From the Business Portfolio page:
        1. Navigate to Workspaces > Enterprise Architecture Workspace > Business Portfolio
        2. Select the expand row icon (Expand Row icon.) next to a business capability.
        3. Select the row context menu icon (Row context menu icon.) for a business application and select View roadmap.
      • From the Portfolio page:
        1. Navigate to Workspaces > Enterprise Architecture Workspace > Portfolio
        2. Select the expand row icon (Expand Row icon) next to Application Portfolio.
        3. Select  Business Applications.
        4. Select a business application to open it.
        5. Select the more actions menu (More actions menu.) and select View roadmap.
      You’re navigated to the Planning page of the Strategic Planning Workspace. A temporary portfolio plan is created in the Strategic Planning Workspace with all the planning items that are associated with the business application.
      Note:
      The temporary portfolio plan is meant for preview purpose only. To plan, prioritize, and roadmap the work for your business application, copy the temporary portfolio plan or create one. Business application roadmap in SPW
    2. Optional: Copy the portfolio plan for your business application to plan, prioritize, and roadmap the work for your business application.
      1. From the portfolio plan header, select the more actions icon (More actions menu in SPW.) and then select Copy portfolio plan.
      2. On the Copy portfolio plan window, fill in the details.
        1. Enter a name for the portfolio plan in the  Portfolio plan name  field.
        2. (Optional)  Grant access to the users of the portfolio plan by selecting the Share with same users and groups  option.
      3. Select Confirm.
      Alternatively, you can also create your own portfolio plan in the Strategic Planning Workspace (SPW) using the Business Capability lens. For more information, see Create a portfolio plan in Strategic Planning.