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Adding a Portfolio Item to a Roadmap

Overview

This article explains how to add a new portfolio item on the Roadmaps page.

Steps

  1. From the main menu, 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 Add Portfolio Item button in to top right corner of the page.

  5. Enter required information, and then click Save.

 

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