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Switching to the Roadmap Timeline Layout

This feature is available in Ultimate edition only.

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Overview

The Roadmap Timeline shows portfolio items in a project as they pertain to the scheduling and delivery of work initiatives, features, and sub-features for a project. Use it to track and drive portfolio item scheduling over a range of time.

The Portfolio Timeline is a useful planning tool that can be used to supplement the Portfolio Tree and Portfolio Kanban.

Accessing the Timeline Layout

  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 Timeline layout button. The Portfolio Timeline opens with a red vertical line centered on the current date.

Interpreting the Timeline Layout

Depending on your needs, you can use the Roadmap Portfolio Timeline View in any number of ways:

  • Plan and communicate current and future portfolio item delivery

  • View historical delivery of portfolio items

  • Drill down to see the next level of detail, priorities, and progress from a single view

  • Understand the organizational velocity achieved in delivering past portfolio items

  • Use the organizational velocity as a guide in planning future high-level work

  • Identify peaks or valleys in expected organizational workload given the current plans

  • Adjust the schedule by dragging items on the timeline

  • You can use the Portfolio Timeline to track portfolio items for projects driven by planned portfolio item beginning and ending dates.

  • Use the graph at the bottom timeline to see an allocated weekly total of Estimate (rolled up from contained backlog), Swag (from included estimates) or both at the same time.

Expanding the Timeline Layout

Follow these steps to see a more granular week-by-week view, or expand to a wider view (e.g., monthly or quarterly).

If the planned portfolio item's beginning and ending dates are not set, the timeline defaults to the start and end dates on the portfolio item's project/release.  If you have a long-running project without an end date and do not have any projects/releases in your project tree, use the planned start and planned end dates on portfolio items to drive the Portfolio Timeline display.

  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 Timeline layout button.

  4. If you want to:

    • See a wider date range (monthly or quarterly), click   the expand the timeline.

    • See a more granular week-by-week view click    to narrow the date range.

    • Go back in time to check historical portfolio item data click  .

    • Analyze planned portfolio items, click   to scroll forward.

Resetting the Default View

To return the timeline to the default layout, select the Reset Roadmap option in the Save action menu. Note that any filters that have been applied will not be affected.

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