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Planview Customer Success Center

Configuring roadmaps

You can change the roadmap name, the group by property, and which project 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 View Settings.
  2. Specify the name and group by property.
  3. In the Project section, you can configure the project bar:
    1. Enable the Project bar option to display the settings.
    2. In the Fill list, select the field whose progress is displayed by the project bar.
    3. In the Color list, select the phase to be use for the color of the project bar.
  4. To display a dot that is color-coded by a property:
    1. Enable the Dot Indication option.
    2. In the Color list, select the property to be used for the dot color.
  5. To display a percentage value beside the name:
    1. Enable the Additional Text Info option.
    2. Select the percentage field whose value to use.
  6. To display a duration bar under the entity bar for comparison:
    1. Enable the Duration to compare option.
    2. Select Baseline Duration or Planned Duration.
  7. To display milestones:
    1. In the Milestone section, enable the Milestones option.
    2. In the Color list, select the phase whose color to use for the milestone.
    3. In the Fill list, select the field whose progress is displayed by the milestone bar.
    4. To display a percentage value beside the name:
      • Enable the Additional Text Info option.
      • Select the percentage field whose value to use.
  8. Click Save.