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Planview Customer Success Center

About Access Permissions for Planview 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



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. 


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