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, 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.
• The beta experience is currently only available in sandbox environments.
• 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 Teams from the top navigation bar and select the entity you want to view a roadmap for: an enterprise, portfolio, solution, or program.
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

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
  • For work items, this is the customizable date field with a default name of Start/Initiation date. The column name will reflect your terminology settings. For objectives, data in Start Date fields will be displayed.
• Target Completion
  • For work items, this is the customizable date field with a default name of Target Completion. The column name will reflect your terminology settings. For objectives, data in Due Date fields will be displayed.
• Owner
• State:
  • For objectives, data in Status fields will display.
• Primary program
• Additional programs

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 (Start date for objectives)
   • Target Completion (Due date for objectives)
3. Select the order icon to display sorted items in ascending or descending order.

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.

Progress bars

Progress bars display for each roadmap item according to dates set in start and end fields for work items and objectives. 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 for work items, and the Status field for objectives. You can see a key for color definitions by selecting the info icon at the bottom-right of the page:

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 start and end dates, states, and owners.