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Publishing and Sharing a Roadmap

This feature is available in Ultimate edition only.

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Overview

Learn how to publish a Roadmap to a URL (or link) that can be shared with others even if they don't have access to Lifecycle.

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. Select the Saved View upon which you want to base your published roadmap.

  5. Click Publish.

  6. Enter a description of the roadmap (the title is defaulted but you can choose to add additional detail such as " xxx - Q1 Plan Review" to help communicate more detail about this revision), and then click Publish.

  7. To share the timeline, copy and paste the system-generated a URL.

Note that this link does not require a login to view the data, so be sure to share only with those authorized to see the data.

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