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Applying Filters to a Roadmap

Overview

This article explains how to use filters to expand or narrow the data on a Roadmap so you can see specific portfolio item data.

Steps

  1. Select Portfolio > Planning > Roadmaps.

  2. If not already selected, choose a project from the Project Navigator.

  3. Click on the Board or Timeline layout button.

  4. Click or start typing in the filter field, and then select the any of the filter options.

  5. Repeat the previous step to select more than one filter.

  6. Click Apply when done. 

Filters

Filter

Action

Result

Strategic Theme

Select/search for a strategic theme.

Narrows the view to focus on the items that support a specific strategic theme.

Portfolio Item

Type a portfolio item ID or title.

All child portfolio items display.

Type

Choose a portfolio item type from the list. Key values are:

  • Initiative

  • Feature

  • Sub-Feature

  • Non-Functional

The highest-level matching portfolio items types display. For example, in a multi-level portfolio tree, you could view all top-level initiatives or focus your view to show child portfolio items that are features scheduled in releases.

Owner

Choose Owner and select an owner from the pick list. Click Apply Filters.

Shows parent and child portfolio items owned by the selected owner.

Status

Choose Status and select an available portfolio item status from the pick list.

Shows items in selected status. For example, you could look at only portfolio items having a 'Ready to Deploy' or 'Testing' status.

My Filters

If you have created a custom filter, select one from this list.

Shows results based on the criteria established in a custom filter.

Find

Enter at least 3 characters of the item name or ID

Shows items matching the search terms you entered.

More Filters

Click the More Filters button, and then select the filters you want to apply.

Shows the additional filters that are available for this report.

Show Closed Items Select the Show Closed Items check box. Displays work items that are in Closed status.

Clearing Filters

To clear a single filter:

  • Click on the - symbol next the the name of the filter.

To remove all filters that have been applied and restore the default settings:

  • Click Clear All Filters in the top right corner of the page

 

The Summer 2017 Release (17.2) introduced a new navigation menu structure. Refer to the Release Notes to learn more about all the changes. 

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