You can view partial details by pointing to the item in the timeline, which displays the planned start and finish dates and the custom attribute value if used for color coding. Imported cards also include the status.
To view all item details, click the item. The details pane appears on the right side.
Color coding roadmap items
You can display the roadmap items in the colors that correspond to a standard or custom item attribute.
Click Color by and then select the item attribute.
Grouping items in a timeline
You can group items in a roadmap based on standard or custom attributes of roadmap items, roadmap settings, and item attributes from source products.
For information about grouping by OKRs, see the following section.
To group items in a roadmap
Click Group by and then select the option.
About grouping items by OKRs
NOTE
This functionality is available only on Planview Roadmaps for Enterprise environments.
You can group items by OKRs when one or more items on the roadmap are imported AgilePlace cards or Portfolios work items that are connected to key results as activities. For more information about connecting activities to key results:
The OKR groups display the name, progress percent, and a color-coded arrow that indicates the overall status (ahead, ontrack or behind) of the objective. The timeline of the objective is color-coded to match its status. For information about how status is calculated, see OKR Health.
Within a group you can view the timelines of the individual key results. You can click an item to view its details in the details pane. From there, you can further investigate by opening the source card in AgilePlace or work item in Portfolios.
To group items by OKRs
Click Group by and then select OKRs.
Hiding empty "Group by" sections in a timeline
You can turn on a setting so that only the "group by" sections that include items are displayed and the empty ones are hidden.
To hide the empty "group by" sections, click Group by and then select the Hide empty groups check box.
To show the empty sections, click Group by and then select the Hide empty groups check box.
Viewing differences between dates for roadmap items and source items
When you add items from other Planview products, the items are displayed in the roadmap according to their planned start and finish dates. Subsequent changes to the planned dates in the other product are not automatically changed in Planview Roadmaps.
To view the differences in dates for items in the roadmap as compared to the source product
Click Date Difference. An orange line appears at the bottom of items for which the planned dates in the roadmap are different from the source items in the other product.
To update the planned dates to match the source items
Click the item card in the Items pane or the item bar in the timeframe.
In the details pane, do one of the following:
To update all dates for the item, click Update at the top of the details pane.
To update a planned start or planned finish date, click Update below the date field.
Click Save.
Exporting a roadmap as a PNG file
You can create a snapshot in PNG format of an entire roadmap or only the items included within a specific time range. When item filters have been applied, only the items displayed in the view are included in the PNG file.
Click more > Export roadmap. The Export roadmap as PNG file dialog appears.
All items are exported by default.
To export only the items that are within a time range:
Select Export items within a time range.
Select the start and end dates for the time range.
> Export roadmap. The Export roadmap as PNG file dialog appears.