Planview Roadmaps Integration
The integration between AdaptiveWork and Planview Roadmaps allows portfolio managers to create and manage roadmaps within the Planview Roadmaps application using core AdaptiveWork entities such as Portfolios, Programs, Projects, and Milestones. Planview Roadmaps provides an interactive visualisation tool to review, assess, and communicate strategic plans managed in AdaptiveWork Portfolios.
For example, Portfolio Managers can group projects by attributes such as Product name to present roadmaps to senior leadership for review and approval.
Prerequisites
To use the integration Planview Roadmaps integration, you need to meet the following prerequisites:
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Planview Admin must be enabled in your production environment. This is required to view the app switcher in AdaptiveWork and access the Roadmaps application.
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Users must be logged in to Planview Admin to access the Roadmaps application. Access is authenticated through Planview Admin, so users without an active Planview Admin session will not be able to open it.
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Users must be granted access to the Roadmaps application in Planview Admin. A Planview Admin administrator is responsible for provisioning user access to the application.
Important: If these prerequisites are not in place, the app switcher will not be visible in AdaptiveWork, and users will not be able to access or use the Roadmaps application. We recommend confirming your Planview Admin setup and user access provisioning with your Planview administrator before getting started.
Key Capabilities
| Capability | Description |
|---|---|
| Roadmaps for Portfolios |
Access Planview Roadmaps directly from the AdaptiveWork app switcher. All users can view roadmaps based on their AdaptiveWork portfolio permissions. |
| Projects and Milestones on the Timeline |
First-level projects and milestones across the selected portfolio - including those under programs - are automatically surfaced on the roadmap timeline. |
| Color By and Group By |
Use any AdaptiveWork standard or custom picklist field to color-code projects or group them into swimlanes for structured strategic views. |
| Project and Milestone Filters |
Filter the roadmap view by project attributes to focus on the plans most relevant to your audience. |
| Share, Export and Configure | All Planview roadmaps capabilities - sharing, duplication, export and configuration - are available for AdaptiveWork connected roadmaps. |
NOTE
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Only first-level projects are visible on the roadmap.
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Programs are available on the search and selection screen, but do not appear as items on the timeline.
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Milestones at all hierarchy levels are displayed on the roadmap at their end date.
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Sub-projects are not automatically displayed on the roadmap. Users must explicitly search for and select them to add to the roadmap.
How it Works - User Journey
1. Open Planview Roadmaps
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from Planview Admin
Log into Planview Admin and select Planview Roadmaps from the Overview tab
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from AdaptiveWork
Click the app switcher in AdaptiveWork and select the Roadmaps application.
You will land on the Roadmaps home screen showing all roadmaps you have access to.
2. Open or create a roadmap
Select an existing roadmap or create a new one. There is no limit to the number of roadmaps that can be created.
3. Add items from AdaptiveWork
Click Add Item > AdaptiveWork. Search and select the portfolios and programs whose projects you want to display. Results are filtered using an AND operator when both a portfolio and a program are selected.
4. Select projects to add
A list of first-level projects under the selected portfolio or program is displayed. Select any projects - its associated milestones are automatically included. You can search for a project by name; searching for milestones directly is not supported.
5. View and interact with your roadmap
Selected projects and milestones appear on the timeline. Use color by, group by, filters, sharing, export and all other Planview Roadmaps features to tailor the view for your stakeholders.
6. About access permissions for roadmaps
When you first create a roadmap, you are automatically designated as the owner and the roadmap is private, which means only you and Planview Roadmap administrators can view it.
As the roadmap owner, you can:
- view and edit all roadmap data
- share the roadmap with other users by giving them Viewer or Editor access
- transfer ownership to another user, after which you will automatically be removed as the owner and given Editor access to the roadmap
- delete the roadmap
NOTES
- Roadmap owners have complete view and edit access to their own roadmaps. Planview Roadmap administrators can do everything roadmap owners can do to all roadmaps.
- To view an item in a roadmap that was imported from another Planview product, users require at least view access to the item in the source product.
- To access the Planview Roadmaps for Enterprise functionality, users require the Enterprise subscription type. For more information about Planview Roadmaps for Enterprise, see Roadmaps for Enterprise – Getting Started Guide].
- All users can view dependencies in roadmaps that have been shared with them by a user with an Enterprise subscription type.
Viewers can change the options that affect how the roadmap data is displayed:
- view roadmap items and milestones
- change color by and group by settings
- view date difference information
- change the timescale
- export the roadmap
Editors can change the view options as well as the data in the roadmap:
- edit, create, and delete items, milestones, and item attributes
- change configuration settings
- delete items, milestones, and item attributes