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Planview Customer Success Center

Configuring Planview Roadmaps

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Adding additional attributes from other products

           

Requirements for adding Portfolios attributes

           

NOTE

To add these attributes, you require the following access and permissions:

  • Roadmaps admin product role
  • Planview Roadmaps for Enterprise subscription
  • You must be added as a Planview Portfolios user in Planview Admin

Also, this feature requires the April 2024 release of Planview Portfolios.

For more information, see Setting up Planview Roadmaps in Planview Admin.  

           

           

           

Requirements for adding AdaptiveWork attributes

           

NOTE

To add these attributes, you require the following access and permissions:

  • Roadmaps admin product role
  • Planview Roadmaps for Enterprise subscription

  • You must be added as a Planview AdaptiveWork user in Planview Admin

Also, this feature requires that Planview AdaptiveWork be on Planview Admin.

           

           

To add an additional attribute from another product

You can add up to 40 single-select dropdown attributes, which users can add to the roadmap items for the related product.

  1. Click the gear icon gear_dk_gray_CC.png in the top menu bar. The Planview Roadmaps configuration view appears.
  2. Click + Add attribute and then select the product.
  3. Select the entity type first if necessary, and then the attribute. You can search for attibutes by their name or ID.
  4. Click Add.

Removing an attribute

When you remove an attribute, it is removed from all roadmap items and view settings, such as Group by and Color by.

To remove an attribute

  1. Click the X in the attribute row.
  2. Click Remove.