Use beta roadmaps

The beta roadmaps page offers a refreshed experience designed to provide a more intuitive and efficient way to visualize and manage your timelines. It’s the first phase of improved navigation, customization, and usability capabilities.

 

Test things out and let us know what you think 

• This roadmaps experience is in beta, and will receive changes based on your testing and suggestions. We encourage you to explore its features and provide feedback to help us improve the final version.
• To enable the beta, switch on the Roadmaps (New) system role toggle in one or more of the following hierarchies: Enterprise, Portfolio, Solution, and Program.

To access the beta roadmaps page:

1. Select an enterprise, portfolio, solution, or program from the Teams dropdown in the top navigation bar.
2. On the sidebar, select the Roadmaps (new) option.

On this page:

• Configure your display
• Filter and sort roadmap items
• View and update roadmap items
• Manage dates
• Track progress
• Share a roadmap

Configure your display

Primary page filters

Use the dropdowns at the top-left of the page to select a type of roadmap to view (by a work item type or level of objective) and filter items by program or solution association:

1. The work items / objectives dropdown lets you select what type of roadmap to view: an objective roadmap (depending on the tier selected), or a roadmap for themes, epics, capabilities, or features.
2. The solution dropdown displays if you’re viewing the roadmaps page from a portfolio or enterprise context, and solutions are present in your team hierarchy. Use this dropdown to filter items by solution.
3. The primary program dropdown lets you filter epics, capabilities, features, and program objectives using the primary program field. Items associated to the selected program through an additional program entry will not be displayed.

Display fields as columns

Use the Columns menu to select objective and work item fields to display inside your roadmap’s Fields section:

• Start/Initiation
  • This is the customizable date field with a default name of Start/Initiation. The column name will reflect your terminology settings. 
• Target Completion
  • This is the customizable date field with a default name of Start/Initiation. The column name will reflect your terminology settings. 
• Owner
• Process step
• State:
  • For objectives, data in Status fields will display.
• Primary program
• Additional programs
• Progress
• Children
• Story points
• Release vehicle
• Tags
• Notes
• Theme Group
• Blocked
• Customers

Display program increment labels

Inside the View settings menu at the top-right of the page, you can show one or more labels for program increments:

Switch on the Show all program increments toggle to show labels for all program increments found in the current team hierarchy. To show only a specific set of program increment labels, use the Visible program increments dropdown. The dropdown is active when Show all program increments is switched-off.

Adjust time detail

The roadmap displays time up to one year in the past, and three years into the future. There are three levels of time detail for columns on the roadmap:

• Weeks: Each column contains a week, with icons for each day. Weekends are highlighted in dark gray.
• Months: Each column contains a month.
• 3 months (quarterly): Each column contains three months, beginning with January - March each year.

You can change the level of detail using the dropdown at the bottom-right of the page:

Select the Today button to snap the horizontal view of your roadmap to the current day.

Filter and sort roadmap items

Use the primary page filters to control what type of work item or objective is displayed on your roadmap, and filter by solution and/or primary program association.

Set additional filters

You can also filter by additional programs and state. To apply additional filters:

1. Select the Filter button at the top of the page.
2. Select + Add a filter.
3. Select one of the available options; a dropdown displays with values for the selected field.
4. Select one or more values

Notes:

• The Programs filter is only available from a solution or higher level context.
• For the Programs filter, roadmap items will display for any primary or additional program associations.
• For objectives, the State filter applies to the Status field.

Sort items

To sort items on the roadmap by an attribute:

1. Select the the View settings menu button.
2. In the Sort by dropdown, select a field to sort items by.
   • Name
   • Owner
   • State (Status for objectives)
   • Start/Initiation 
   • Target Completion 
   • Global rank
3. Select the order icon at the right of the dropdown to display sorted items in ascending or descending order.

Group items

To sort items on the roadmap by an attribute:

1. Select the the View settings menu button.
2. In the Group by dropdown, select a field to group items by.
   • Owner

Color items by state or health

You can color roadmap item bars by either state or health. To change the display of roadmap bars:

1. Select the the View settings menu button.
2. In the Color by dropdown, select a field to color items by.
   • State 
   • Health

Note: Health colors are only available for work items, and do not affect objectives. 

View and update roadmap items

Once you’ve set up your roadmap, you can view more details as you move across items. Use the scrollbar at the bottom of the page, or hold down Shift while using a scrolling device to move the roadmap horizontally. Select the Today button at the bottom-right to snap the horizontal view of your roadmap to the current day.

Program increment labels

If program increment labels are displayed, you can select a label to open the program increment’s details panel. After closing the panel, date boundaries for the program increment are displayed across the roadmap timeline as a highlight.

Expand item hierarchies

Select the > symbol to the left of a roadmap item to expand the row and view any associated child items. The roadmaps page can display a hierarchy from the theme level down to features.

When viewing a roadmap for objectives, the next level of hierarchy will be the work item type mapped to the objective tier inside portfolio settings.

View status and health with bars

Bars display for each roadmap item according to dates set in start and end fields. Hover your cursor on a bar to see the start and end dates, and a count of days or months the item is expected to take for completion. Progress bars are colored according to the State field (Status for objectives) or by Health. You can see a key for color definitions by selecting the info icon at the bottom-right of the page:

When coloring bars by health, you can right-select a bar to update the health of the work item:

A work item's health value can be updated from both the roadmaps page and status reports. Updates in either location will sync across Jira Align.

Milestones

You can view milestone data on your roadmap by enabling the Show milestones toggle inside of the View settings menu.

Once enabled, any milestones with a set Due date field will display using diamond icons on a roadmap item's bar. Select an icon to display details about the milestone in a card.

Select the Edit milestones button to open the item’s details panel, where you can add, edit, and remove milestones. 

Edit item details

Select an item’s row in the ID and name column to open its details panel. Use roadmap item details panels to make changes to states, owners, and other fields.

Manage dates

Dates can be adjusted directly on the roadmap, allowing for quick updates to timelines without opening each item’s details panel. When the Start/Initiation and Target Completion fields are included in your roadmap columns, selecting a date cell opens a calendar picker.

Choose a new date, then select away from the picker to save. The change is immediately reflected in the roadmap item’s bar.

Notes:

• Date fields may use different names depending on your terminology settings.
• End dates must be the same as or later than beginning dates.

Suggested dates

Suggested dates streamline the process of filling in missing date fields. Select the suggested dates button at the top of the page to enter suggested dates mode.

If you haven’t already set date fields to display inside the columns menu, they will be displayed for you.

Suggested dates are displayed in italics with a plus icon, making them easy to identify. Suggested dates are derived from a roadmap item’s program increment associations.

To apply suggested dates or make other date edits:

1. Select a suggested date to open a calendar picker. The suggestion will be highlighted.
   
2. Select the suggested date or another date to stage the change. The cell will display with a blue arrow in its top-right corner.
   
3. Repeat this process for any suggestions you want to accept or modify.
4. Once you've staged all changes, select the Submit button at the top to save your selections.
5. Select the Cancel button to discard your changes and exit suggested dates mode.

Notes:

• Only items you have permission to edit will receive suggestions.
• Any suggestions not confirmed by selecting a date cell will not saved to roadmap items. You can return to suggested dates mode to revisit these suggestions.
• Hover your cursor on a plus icon to see where the suggestion is derived from.

Roadmap item bars

As you work with suggested dates, you will notice that roadmap item bars will display in rows with a striped appearance.

• Stripes display across the entire bar when suggested dates are available for both the start and end date fields.
• Stripes display at the beginning of a bar when a start date is suggested, and an end date is present.
• Stripes display at the end of a bar when an end date is suggested, and a start date is present.
• Stripes will change to a solid color when you apply a suggested date prior to selecting the Submit button.

Track progress

Add the Progress column to your roadmap view for a quick glance of how an item is moving towards completion. A progress bar displays for each roadmap item.

For objectives, the progress bar will use key results completion.
For work items, the progress bar will use the percentage of accepted story points or count of accepted stories, depending on the Progress bar status setting found inside portfolio settings.

Select a progress bar to view a card with more details about that item:

Objectives

1. Objective name
2. Key results progress
3. Objective score (overridden)
4. Start date field
5. Due date field
6. Count and percentage of aligned work items accepted. The type of aligned work item used is dependent on objective mapping settings.

Work items

1. Work item name
2. Overall progress, calculated using either count of child work items or story points accepted
3. Start/Initiation* date field
4. Target Completion* date field
5. Count and percentage of accepted story points associated with the work item
6. Count and percentage of accepted child work items
   
   * Date field names are customizable

Share a roadmap

After you've configured your roadmap, you can share your customized view with others. Select the Share icon in the upper-right corner and then select Copy link. Share the copied URL with another user to view the roadmap with the same settings for team level, item level, columns, filters, and view settings. 

Note: Users will not be able to view data that they don't have permissions to from a shared link.