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Planview Customer Success Center

Viewing items in the timeline

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This article covers procedures that change only how the items are displayed in the timeline and do not affect item data.

           

NOTES

For information about filtering items, see Filtering items in the timeline.

For information about items imported from AgilePlace, see Working with items imported from AgilePlace.

           

           

Viewing item details

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:

  • in Planview Portfolios, see Managing relationships for OKRs
  • in AgilePlace, see ActivitiesThe OKR groups display different information depending on whether there is only single level of OKRs or there is a multiple level hierarchy of parent and child OKRs,

To group items by OKRs

Click Group by and then select OKRs.

Single level of OKRs

When there is a single level of OKRs, the OKR group bars display the name, progress percent, and a color-coded arrow that indicates the overall status (ahead, on target, or below target) 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 items (source cards in AgilePlace or work items in Portfolios). 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. 

           

Click to expand or shrink

Example roadmap grouped by OKRs (single level)

           

To view the activity or work item details

Expand the group and then click the item. The details pane appears. 

To view the activity or work item in the source product

In the details pane, click the activity or work item.

Multiple levels of OKRs

When there are multiple levels of OKRs, the OKR groups are based on the top level parent OKRs. In addition to the same information as single level OKR groups, the group bars display the number of roadmap items in the group, the OKR level, and an information icon that you click to view the OKR details.

Within a group, you can view the child OKRs (up to 5 levels included). 

           

Click to expand or shrink

Example roadmap grouped by OKRs (multiple levels)

           

To view the key results and activities for an OKR group

Click the information icon info.png in the group bar. The details pane appears.

To view the OKR, key result, or activity in the source product

In the details pane, click the OKR, key result or activity name.

           

           

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

  1. Click the item card in the Items pane or the item bar in the timeframe.
  2. 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.
  3. 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.

  1. Click more ellipsis_CC.png > Export roadmap. The Export roadmap as PNG file dialog appears.
  2. All items are exported by default.
  3. To export only the items that are within a time range:
    1. Select Export items within a time range.
    2. Select the start and end dates for the time range.
  4. Click the Export as PNG button.