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Planview Customer Success Center

Roadmapping

Roadmapping

The Roadmapping capability supports the translation of strategy into a timeline of business outcomes and deliverables. Each capability within the Planview Capability Framework has a distinct set of features and functionality, business processes, best practices, and analytics and reports that deliver value to customers in the form of specific business outcomes.

Processes and Reports

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Roadmaps allows business leaders, product and program managers, and others to translate strategy into a timeline of business outcomes and deliverables​. Roadmaps can be used to set direction and expectations, illustrate dependencies, track the status of deliverables, and maintain clear communication throughout delivery.

           

Roadmapping Process Steps

           

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Roadmapping process flow

           

Process Step Description

Create program

The purpose of this step is to create new strategic programs. To add a new program at the lowest level of the strategy structure, click the +New option in the top right or click the +New Program option on the action menu from its parent level.

See Creating a Strategic Entity for more information

Create outcome/product

Outcomes are the deliverables of your investments (such as, projects and programs).   These deliverables are typically products, applications, and services.

The purpose of this step is to create new a new outcome/product.

See Creating an Outcome for more information

Plan roadmap dates and milestones

The purpose of this step is to define the target dates and milestones of the program. This allows the program manager to align the program schedule and the schedule of the associated entities that will deliver the program.

Baseline roadmap

Roadmap baselines are snapshots of the strategy or outcome roadmap, including target dates and actual/schedule dates of associated entities. 

The purpose of this step is to capture a baseline of the strategy or outcome which represents a record of the roadmap dates and associated entities as of this time. 

See Outcome Baselines and Strategy Baselines for more information on capturing baselines

                      

           

Roadmapping Process Steps

AdaptiveWork Roadmaps exist on Project, Programs, and Portfolios, and provide managers and executives with an interactive visualization tool to review and assess their strategies. The Portfolio roadmap can group related projects by a selected criteria— such as product name—for the review and approval process.

           

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Roadmapping process flow

           

Process Step Description
Create the project

Create the project(s).

Create the program  Create the program(s).
Create the portfolio

Create the portfolio(s).

Create the Roadmap

Create the roadmap from the Roadmap panel for projects, programs, or portfolios. Enter in the name and grouping, if desired.

           

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Create the Roadmap

           

           

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View Roadmaps

           

For more information, see the following articles:

Add key milestones and key dates

For projects and programs, interact with the roadmap to see project or program information by hovering over a project or clicking on a project bar, add key dates, and adjust settings as needed. The roadmap may be filtered to only show the level of information needed, manually scaled, and cross-project dependencies may also be displayed to help provide the full picture. 

           

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Example of Roadmap by Investment Type

           

For portfolios, add key milestones, key dates, and adjust settings as needed. As projects are added or removed from the portfolio, the roadmap will be updated automatically. It can also be manually refreshed using the refresh action in the three-dot menu. 

           

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Add Milestones

      

                      

Related Capabilities

Supported Solutions