Planview Roadmaps: Understand the basics

Roadmaps-AgilePlace connection (Roadmaps for Teams)

Planview Roadmaps for Teams is the connection between Roadmaps and AgilePlace. By importing items directly from AgilePlace, you can begin building and planning for upcoming initiatives and milestones. This connection also supports the addition of ad-hoc, future work or initiatives, to allow you to plan and ideate around future work to be created. 

If you are already using AgilePlace for your teams' work delivery, Roadmaps is ready to be onboarded through Planview Admin to get started using. For more information on enabling this connection, see Design and Set up.  
 

Roadmaps-Portfolios-AgilePlace connection (Roadmaps for Enterprise)

Planview Roadmaps for Enterprise is the connection between Roadmaps, Portfolios and AgilePlace. Roadmaps for Enterprise pulls Portfolios data to link deliverables at the Roadmaps for Teams level, connecting your portfolio and financial investments to the associated outcomes and work. Using Planview Roadmaps for Enterprise, you can align work to strategies and outcomes by: 

• Importing Planview Portfolios work (projects or epics) as roadmap items, and visualize timelines for and track progress of those items 

• Adding cards for the Agile project work done in AgilePlace 

• Visualizing project work with strategies imported from Portfolios or outcome deliverables such as products or technologies 
   

Set direction and expectations with milestones and attributes   

A roadmap is a tangible artifact for setting direction and expectations. Milestones and custom attributes can be used to enhance your initiative to outcome mapping by highlighting and grouping key dates and themes. Mappings can be visualized by importing strategy, work and outcome items from Portfolios, and organizing them into various groupings. Milestones can then be used to highlight and provide information about critical dates, showing visualization of items that need to be completed to meet these dates. 

You can use custom attributes to organize and group data, and create swim lanes based on themes. Assign attribute values such as: Innovation, Growth, and Operational Efficiency, and group items by the attribute for additional identification.
 

Evaluate the progress of your roadmap and use visual cues to communicate your story  

Roadmaps provides a living roadmap and not just a snapshot. You can evaluate high level progress of roadmap items at a glance when connected AgilePlace or Portfolios items are color coded and grouped by status. 

• Agile work items can be color coded by status of lanes in a board such as Started, Not started, Finished and so on

• Portfolio items can be color coded by status of strategies, work, and outcomes

When the connected item is updated either manually or by workflow in AgilePlace or Portfolios, the status of the corresponding roadmap item is updated within the view. If the dates of any of the connected items shift, the roadmap items that are affected by the changed dates are immediately highlighted.
 

The orange lines in the roadmap provide a visual cue that dates on the source product have shifted from what they were originally, due to dependencies. One item with a date shift can affect items that are dependent on it. To view the impacts of date changes, you can utilize Date Difference to update your data based on real-time plans and dates.  
 

Quickly respond to changes 

With a connected roadmap, you can better respond to shifting priorities and delivery changes without losing sight of the overall vision. The system of record for the connected items on the roadmap is AgilePlace, or Portfolios–where quarterly planning and investment approvals occur. Directly accessing the source items from the roadmap allows managers to investigate the situation, and change roadmap items as needed.
 

Keep stakeholders aligned on the roadmap 

Easily share your roadmap with various access permissions to keep leadership and delivery teams aligned and updated about the objectives or goals you are working toward. Directly sharing the vision allows groups to have input on where to focus and how to realign.  
 

Build third-party integrations

Utilizing Planview Hub, the integration of work execution systems can provide bi-directional progress updates. This link allows teams to build a connection between Portfolios, Roadmaps, AgilePlace, and third-party systems. As Portfolios, AgilePlace or third-party entities are updated, this can be reflected in your roadmap.