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Planview Customer Success Center

Adding items to a roadmap

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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 plus_sign_in_circle_dk_gray_CC.png 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 plus_sign_in_circle_dk_gray_CC.png 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

           

NOTE

This functionality is available only for users with the Enterprise subscription type. 

           

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 plus_sign_in_circle_dk_gray_CC.png 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.