Design and set up

Planview Roadmaps adoption pathway

2. Design and set up

Audience	Planview administrator
Objective	Set up Planview Roadmaps to begin using visualizing your strategy and work.

Set up Planview Roadmaps

For more information on adding Planview Roadmaps to your product environment using Planview Admin, see Managing Products: Adding a Planview Product Environment.

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

Step	Role	Description	Resources
Add Roadmaps to the Planview product environment with Planview Admin	Planview administrator	Add Roadmaps to your existing product environment. Administrators can add one production environment and one sandbox environment.	Copy a product environment URL
Add users to the Roadmaps product	Planview administrator	Add users to Roadmaps. They are assigned a default product role and subscription type. The two Roadmaps product roles determine user access: 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
Assign and edit Roadmap roles and subscription types	Planview administrator	Administrators can edit the product roles and subscription types for individual or multiple users in Planview Admin

NOTE

To assign the Enterprise subscription type to users, Planview Roadmaps for Enterprise is required for use. To license the subscription type for your organization, contact your Customer Success Manager.

Set up Planview.Me widgets for roadmapping

With Planview.Me, you can customize your Planview experience to highlight the data and details you need to get work done. The Planview.Me experience combines the power of a dashboard with the ability to take action, investigate, respond, and react. Your users can fulfill key actions such as approving an assignment, adjusting a roadmap, or editing card details through Planview.Me.

These are the widgets related to roadmapping you can configure:

Widget name	Description
Roadmaps	Displays a single roadmap at a time, according to its default settings in Planview Roadmaps.

Requirements

To set up Planview.Me, you require the following:

The Planview platform products whose data is displayed in the widgets must be enabled on Planview Admin. For a list of the product dependencies, see Planview.Me widget library.
Administrator access to Planview Admin.
Administrator access to Planview Portfolios.

To use Planview.Me, users require the following:

To view data, users require view access permissions to the data in the source product
To edit data, users require edit access permissions to the data in the source product

Setting up Planview.Me in Planview Admin

Setting up Planview.Me includes the following steps, all of which must be performed in Planview Admin by a Planview Admin administrator.

Add the Planview.Me production or sandbox environment to Planview Admin. For more information, see Managing Products.

NOTE

You can add one production environment and one primary sandbox environment for Planview.Me.
Assign users to the Planview.Me product. For more information, see Adding existing users to a product environment.
Create and activate a Planview.Me view. For more information, see Managing Planview.Me Views.