Skip to main content

 

Planview Customer Success Center

Configuring roadmaps

           

NOTE

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.

           

You can change the roadmap name, the group by property, and which properties you want to use for the bar color and fill. You can also add a duration bar, milestones, percentage value and a color-coded dot that represents a project property such as the schedule status, importance, or geographical region.

  1. Click Actions > Roadmap settings.
  2. Specify the name and group by property.
  3. Under the Project Appearance, you can select settings for the following:

  4. To configure the project bar:

    1. Enable the Project bar option to display the settings.
    2. In the Color list, select the phase to be use for the color of the project bar.
    3. In the Fill list, select the field whose progress is displayed by the project bar.
  5. To display the baseline or planned duration of the project:
    1. Enable the Duration Comparison option.
    2. Select Baseline Duration or Planned Duration.
  6. To display a duration bar under the project bar for comparison:
    1. Enable the Duration comparison option.
    2. Select Baseline Duration or Planned Duration.
  7. To display milestones:
    1. Enable the Milestones option.
    2. Select the phase whose color to use for the milestone.
  8. To display a dot that is color-coded by project property:
    1. Enable the Dot Indication option.
    2. Select the project property.
  9. To display a percentage value beside the project name:
    1. Enable the Additional Text Info option.
    2. Select the percentage field whose value to use.
  10. Click Save.