Roadmaps for Enterprise – Getting Started Guide

Overview 

Setting up Planview Roadmaps includes the following steps, all of which must be performed in Planview Admin by an administrator.:

1. Adding the Planview Roadmaps product environment to Planview Admin.
2. Adding users to the Planview Roadmaps product. 
3. Assigning Planview Roadmap roles and subscriptions to users.

Adding a Planview Roadmaps environment to Planview Admin

For information on how to do this, see Managing Products. 

Adding an individual user to Planview Roadmaps

When you add users to Planview Roadmaps, they are assigned the User product role and Teams subscription type by default, but you can change these settings either when creating the user or at a later time.

There are two Roadmaps product roles: 

• User – can create roadmaps and share roadmaps with other Planview Roadmap users, and can view roadmaps that have been shared with them 
• Admin – can access and manage all roadmaps, including sharing, transferring ownership, and deleting roadmaps

The subscription type determines the level of access:

• Teams – access to Roadmaps for Teams
• Enterprise – access to Planview Roadmaps for Enterprise

1. Add the user to Planview Admin. For more information, see Managing Users.
2. In Planview Admin, click Users.
3. In the Users screen, locate the user, and then click  > Edit user. The Edit user dialog appears.
4. In the Product environments section, select the check box for the relevant Planview Roadmaps environment (production or sandbox).
5. To edit the Subscription type or Product role, select the desired option from the list.
6. Click Save.

Adding multiple users to Planview Roadmaps

You can give multiple users access to Planview Roadmaps at the same time, provided that the users have already been added to one of the Planview product environments in the same Planview Admin instance.

For more information, see Adding existing users to a product environment.Editing the product roles and subscription types for multiple users 

You can edit the product roles and subscription types for multiple users at the same time, provided that the users have already been added to one of the Planview product environments in the same Planview Admin instance.

For more information about editing the product roles and subscription types for multiple users, see Managing product roles and Managing subscriptions for a user.

To access Planview Roadmaps directly

Access the URL for your geographic location:

• Prod US: https://us.roadmaps.planview.com/  
• Prod EU: https://eu.roadmaps.planview.com/  
• Prod AP: https://ap.roadmaps.planview.com/  

To access Planview Roadmaps from Planview Admin

1. Log into Planview Admin.
2. On the Overview tab, click Planview Roadmaps.

To access Planview Roadmaps from AgilePlace

From AgilePlace, you can access Planview Roadmaps by clicking the product switcher icon and then selecting Planview Roadmaps. 

To switch to another Planview product from Planview Roadmaps 

If you have permissions to access other Planview products, you can access them directly from Planview Roadmaps.

To switch to a different Planview product, click the product switcher icon in the top left corner of the view, and then select the product from the list that appears.

Adding items to the roadmap

There are two ways to add an item to the roadmap:

• create an item specifically for the roadmap, for which you specify all of the attribute (field) values
• import an item from another Planview product – the resulting imported item includes attributes from the source item on the product

About items imported from other Planview products

When you add an item from another Planview product, values for some of its basic attributes are included, such as parent, type, status, and start and finish dates. If the imported item includes values for the dates, the item is automatically added to the roadmap timeline. Otherwise, the item is added to the list of items to be added in the left pane.

With the exception of the start and finish dates, updates to the attributes on the source item in the other product are automatically updated on the imported item on the roadmap. The difference in dates can be reviewed and edited manually. For more information, see Viewing Items in the Timeline.        

To create an item

1. Click  Add item. 
2. Enter a name for the roadmap and then press Enter. The item appears in the items list in the left panel and remains there until you drag it to the timeline or add planned dates to it.
3. To add a description and planned dates to the item, click the item. The item details appear in the details panel to the right.
4. Add the details and then click Save. If you added both a planned start and a planned finish date, then the item appears in the timeline; otherwise the item appears only in the items list.

To import an existing item from Planview AgilePlace 

1. Click  Add item > Add from AgilePlace. The Add Items from AgilePlace dialog appears.
2. To filter the list of cards based on a board:
   1. Do one of the following:
      • To filter based on a board from which one or more cards have already been added, click the Filter by board arrow.
      • To search for a board, enter the name or partial name of the board in the Filter by board field.
   2. Select the board.
3. To search for cards:
   1. Enter the search text from the card title or header and then press Enter.
   2. Select one or more cards to be added to the roadmap.
4. To view only the selected cards, enable View only selected items.
5. To add the cards to the roadmap, press Add. 

To import an existing item from Planview Portfolios 

You can import existing work, strategy, or outcome items from Planview Portfolios as roadmap items:

• for strategy and outcome items, you can import items from the lowest level items in the structure hierarchy
• for work items, you can import the primary planning level item in the structure hierarchy

When you import these items, the following attributes are included:

• Work Type: Execution Type
• Work Dates: Actual/Schedule Start; Actual/Schedule Finish
• Outcome Type: Outcome Type
• Outcome Dates: Target Start; Target Finish
• Strategy Dates: Target Start; Target Finish
• Strategy Type: Strategy Type

1. Click  Add item >  Portfolios > Entity type (Outcome, Strategy, or Work). The Add Items dialog appears.
2. Search for entity items to be added:
   1. In the Search name of the entity field, enter the name or partial name of the entity item.
   2. To display the items in a portfolio, in the Search by portfolio field, select a portfolio, or search for and then select a portfolio. 
   3. To sort the entity items by data in a column, click in the column header.
3. Select one or more items to be added.
4. To view only the selected items, click the Selected items tab.
5. To add the selected items, click Add selected items.

Adding milestones to the roadmap

You can add milestones to mark significant events or dates in the roadmap.

1. Click   Add milestone.
2. Click Add. The Add milestone dialog appears.
3. Enter the name, date, and description for the milestone.
4. To change the color, select a different color from the list.
5. Click Add. The milestone appears in the roadmap.

Managing milestones

You can edit all of the milestone details or delete the milestone.

Showing/hiding the Items pane

To show/hide the cards pane, click the Show items/Hide items icon . 

Changing the timescale

To change the timescale (for example, weeks, months, quarters) displayed in the roadmap, click the timescale list  and then select the timescale option.

Starting the timeline from the current date

To view the current date in the timescale, click   Go to today.

Working with items

• Viewing Items in the Timeline – viewing items, and managing how items are displayed in the timeline (grouping, color coding, and exporting items as in a PNG file)

Showing/hiding milestones on a roadmap

By default, the milestone marker and a vertical line appear on the milestone's date the roadmap. You can show both the marker and date line, just the marker, or hide both.

To view the description of the milestone, hover over the milestone name.

To show just the milestone markers, click  > Show milestones only.

To show both the milestone markers and date line, click  > Show milestones with date lines.

To hide the milestones entirely, click  > Hide milestones.