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Planview Customer Success Center

Roadmaps widget

Description

Displays a single roadmap at a time, according to its default settings in Planview Roadmaps. 

           

Click to expand or shrink

Example of Roadmaps widget

           

           

NOTE

When the items are grouped by a selected option, empty groups are not displayed, regardless of the setting on the source roadmap. This behavior conserves the limited space in the widget.

           

Available functionality

  • Edit existing roadmap items by changing the name of items created for the roadmap that were not imported from other products, and dates.
  • Switch to view a different roadmap, if more than one roadmap has been configured to appear in the widget.

           

Click to expand or shrink

How-to video

           

To edit a roadmap item

  1. Click the roadmap item on the roadmap. 
  2. In the details pane that appears, edit the name, description and dates as required.
  3. Click Save.

Configuration settings

Option Description
Title Name of the roadmap.
Description  Description to appear when user clicks the information icon for the roadmap.
Roadmaps One or more roadmaps to be displayed in the widget.
Display roadmap link in footer Check box that when enabled, displays a link to the roadmap in Planview Roadmaps.