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Planview Customer Success Center

Roadmap views overview



This feature is in Beta  / Controlled Availability. To request early access, contact your Customer Success Manager. Planview, at its own discretion, reserve the right to accept or reject a customer request to enable a feature that is in Beta / Controlled Availability (i.e. “Beta software”) state. If a customer’s request is approved,  an addendum to the Planview agreement will be required prior to the enablement of the feature in the customer environment, to address legal terms related to the use of Beta software.


Roadmap views provide managers and executives with an interactive visualization tool to review and assess their strategies as managed in portfolios and projects.

For example, portfolio managers can group projects in a roadmap by product name and provide the roadmap to resource managers and senior management for approval. The roadmap displays projects associated with the portfolio programs or projects grouped by either a program or project attribute, such as program name, product name, value stream, or teams.

Project roadmaps are suitable for different use cases, which include:

  • For Agile frameworks, view by Epics , or by features and drill down to the Epics
  • For Waterfall frameworks, view all Projects and sub-Projects
  • For frameworks that combine different modes of work, such as Agile and Waterfall, sort the view by Teams and then group by Epics or features