10X: Configure the Roadmap Display

You can add custom columns to your roadmap objects to provide the context needed for reporting. Changes you make here will not be remembered when you end your session, but will be applied to any saved roadmaps. You can add a maximum of six custom columns. This option is available in the Work view and only in the object list view.

Here, you can turn on or turn off stand-alone features to view them on your feature roadmap.

There is also an option to select if you want to view the work items assigned to a PI (planned), unassigned backlog work items (unplanned), or both.

To configure the roadmap settings:

  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 View Configuration on the toolbar.
  5. On the Unplanned Work Items tab, select what backlog work items you want to see on the roadmap: only planned, only unplanned, or both planned and unplanned.
  6. On the Custom Columns tab, select the columns you want to add to your roadmap. Use custom columns to easily view information about your work items, or add notes about the items that you can refer to during your roadmap session.
    • Note: Selecting Name to display as a custom column will remove the work item name from the roadmap bars and vertically center any fixed date milestone markers on their respective roadmap bars.
  7. When in the Epic by Theme view with the following custom columns selected:
    • Blocked is shown if any of the theme’s child epics are blocked.
    • Items Complete show the number of epics with the Accepted status.
    • Team Weeks and Member Weeks show total team weeks and member weeks based on theme's child epics respectively.
    • Spend to Date shows total based on the theme’s child epics.
    • Estimate at Completion shows total based on the theme’s child epics.
    • Total CapEx shows total based on the theme’s child epics.
    • Total OpEx shows total based on the theme’s child epics.
    • External CapEx shows total based on the theme’s child epics.
    • External OpEx shows total based on the theme’s child epics.
  1. On the Other Options tab, you can configure the following options:
    • Stand-alone Features. Turn on or turn off the stand-alone features.
      Note: Turning on stand-alone features renders stand-alone features only on your feature roadmap.

    • Show percent complete on progress bars. Show or hide percent completion shading and percent complete indicators on progress bars for features, epics, capabilities, and themes.

    • Permanently show dates and percent complete. Enable or disable the ability to permanently display start and end dates on progress bars. If the Show percent complete on progress bars toggle has also been enabled, this toggle will permanently display the percent complete indicator on progress bars.

    • View by Primary Program only. If enabled, when a program is selected in the Configuration bar, only those work items are shown that have the selected program set as their primary program. This toggle cannot be enabled if anything other than a program is selected in the Configuration bar.

    • Group By. Group items in the Themes, Epics, Capabilities, or Features roadmap view by fields such as owner, primary program, state, and more.  To group items:
      • Turn on the Group By toggle.
      • An additional Group By Property drop-down menu appears. In the menu, select the category you would like to group the roadmap items by.
      • Click Apply. The roadmap items will be filtered according to the selected property, with the selected Group By Property listed in the first roadmap column.
      • Regroup work items using the steps above, or select the gear icon at the top-left of the roadmap to view and change the Group By settings.
        Notes:
        • Sorting while using the Group By function arranges items by the selected sort column within their Group By groups.
        • If an item contains multiple properties, and the Group By function is used, it will be listed multiple times. For example, if an epic has two objectives and the roadmap is grouped by objective, the epic will appear once under Objective 1 and once under Objective 2.
    • Color By. Change the colors of roadmap bars so that they’re color-coded by fields such as state, program, product, and more. 
      Note: When coloring by any option other than Health (default), you will not be able to change the health of a roadmap item by right-clicking its bar.
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