Event markers help you track important dates that impact your portfolio. This article shows how to create, edit, and manage event markers on the roadmap, ensuring critical milestones are visible and easy to monitor.
What are Events in the Portfolio Roadmap?
Events are timeline markers that allow you to easily bring attention to special dates like milestones, release dates, program increments, etc. Saving a view will save the events to that view.
There are two ways to create a Roadmap Event:
- Click and drag directly on the top row of the Roadmap.
- Click and drag your mouse to create a new bar in the date range you would like for your new Event. When you let go of your mouse click, the Event Information form will open.
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Complete the Information form.
- Give your new Event a Name.
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Update the Start and Finish dates and times if necessary.
Note
Setting an Event's duration to a single day (so the Start and Finish dates are the same) will change the Event bar into a diamond in the Roadmap.
- Click Save, and your new Event will appear in your Roadmap.
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Right-click directly on the top row of the Roadmap.
- Right-click on the Roadmap on the date you would like your new Event to start. Then click Add New Event. The Event Information form will open.
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Complete the Information form.
- Give your new Event a Name.
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Update the Start and Finish dates and times if necessary.
Note
Setting an Event's duration to a single day (so the Start and Finish dates are the same) will change the Event bar into a diamond in the Roadmap.
- Click Save, and your new Event will appear in your Roadmap.
Manage and Edit Events
Right-click on an Event bar or diamond to access that Event's Contextual menu. From the Event Contextual menu, you can:
- Edit the Event
- Delete the Event
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