10X: Create a Roadmap Detached Instance

Create a saved instance of your current roadmap view to use as a benchmark or reporting tool. You will create a fully functional roadmap, however, it is no longer based on live data. This option is available in the Work view.

Note: Access to the Roadmaps Detached Instance option is controlled by the system permission Professional Roadmaps, which can be found under Administration > Roles > Jira Align RolesAdditional Options

To create a detached instance:

  1. Open the Program menu.
  2. On the left panel, click Manage, and then click Roadmaps.
  3. Select a program and a PI from the corresponding drop-down menus on the Configuration bar on the top.

    Note: You can select a custom PI range under Select Range or a date range under Quick Selects.

  4. Click the Detached Instance menu on the toolbar, and then click Create New Instance.

    Detached_instance.png

  5. Type a unique title for your roadmap instance, and then click Create Instance.
  6. Copy the link from the Instance Link box and save it for your records, and then click Done.

Notes:

  • To view saved instances, click Detached Instance > View My Instances. The list includes 20 most recent detached roadmap instances. Clicking a detached instance link from the grid opens a new browser tab with that detached roadmap.
  • Creating a detached instance does not affect any of the underlying data.
  • Any user that you share the link to this instance with will be able to edit and save their own version with their own unique URL and title.
  • Any user that wants to view your saved roadmap instance must be signed in to Jira Align.

 

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