Skip to main content

Creating and Managing Plans in the Portfolio Roadmap

Support
Updated

Discover how to add new plans to your roadmap and organize them effectively. This article explains how to create plans, rearrange timelines using drag-and-drop, and edit details such as dates and dependencies to keep your portfolio up to date.

Create New Plans in the Roadmap

You can create new plans to add to your Roadmap. There are three ways to create a new plan in the Roadmap:

  1. Click and drag directly on the Roadmap.

    1. Click and drag your mouse to create a new bar in the date range you would like for your new plan. When you let go of your mouse click, the Add New Plan form will open.

    2. Complete the Add New Plan form.

      • Select the Plan Type for your new plan.
      • Select the Parent Plan for your new plan, if applicable.
      • Give your new plan a Name.
    3. Click Add Plan, and your new plan will appear in your Roadmap. The plan's Quick Edit form will also open on the right of the screen.
    Click_and_drag_to_create_new_plan.gif

  2. Right-click directly on the Roadmap.

    1. Right-click on the Roadmap on the date you would like your new plan to start. Then click Add New Plan. The Add New Plan form will open.

    2. Complete the Add New Plan form.

      • Select the Plan Type for your new plan.
      • Select the Parent Plan for your new plan, if applicable.
      • Give your new plan a Name.

    3. Click Add Plan, and your new plan will appear in your Roadmap. The plan's Quick Edit form will also open on the right of the screen.

      Note

      Using the right-click method will create a plan with a 1-month duration by default. The plan bar will begin where you initially right-clicked on the Roadmap.

    Right_click_on_roadmap_to_create_new_plan.png

  3. Use the New Plan button in the header.

    1. Click the New Plan button. Select the desired Plan Type from the drop-down. The Add New [Plan Type] form will open.

    2. Complete the Add New [Plan Type] form.

      • Select the Parent Plan for your new plan, if applicable.
      • Give your new plan a Name.

    3. Click Add Plan. The plan's Quick Edit form will also open on the right of the screen.

      Note

      The plan's bar will not appear in the Roadmap until you add Estimated Start and Estimated End dates. You can add this information to the plan using the Quick Edit form. Once the dates are entered, the plan's bar will appear in the Roadmap.

    Create_new_plan_using_the_new_plan_button_in_the_header.png

Resize and Rearrange Plans in the Roadmap

Important

You can only resize and rearrange plans with NO tasks. Once tasks are added to a plan, it becomes locked in place in the Roadmap. A Gantt icon will show on the plan bar indicating that plan has tasks. Additionally, when hovering over the plan bar of a an immovable plan, a message will also appear in the tooltip stating"Estimated Plan dates are calcualted based on the work plan schedule."

Roadmap_Plan_Bar_with_Tasks_Icon_and_Tooltip.png

You can change the date range of the plans and Events in your Roadmap by hovering over the ends of the bars until your cursor changes into a left/right slider. Then click and drag the end of the bar to the desired date.

You can also completely move plans and Events by clicking on a bar, then dragging and dropping the bar to the desired location in the Roadmap.

Resize_and_Relocate_plans_and_events_in_the_roadmap.gif

Hover over the bars in the Roadmap to preview basic Plan information, including the plan name, start date, and end date.

Hover_over_Plan_Bars_to_view_basic_info.png

Manage and Edit Plans in the Roadmap

Right-click on a plan bar to access that plan's Contextual menu. Options in the Contextual menu include:

  • Quick Edit: Click to open the plan's Quick Edit panel. You can easily update plan information from this panel.
  • Share With: Click to access the plan's Share With form.
  • Comments: Click to access the plan's Comments thread. You can respond to and make new comments from this thread.
  • Dependencies: Click to access the Dependencies form for the plan. You can manage dependencies between plans from this form. See Portfolio Dependencies: Manage Dependencies Between Plans for more information.
  • Reorganize: Click to access the Plan Reorganize form. From this form, you can change the Plan Type of the plan, and change the plan's parent plan.
  • Details: Click to access the plan's Plan Details form.
  • Financials: Click to access the plan's Financial Plan.
  • Resource Plan: Click to access the plan's Resource Plan.
  • Work Plan: Click to access the plan's Work Plan list or board.
  • Reporting: Click to access the Reporting pages for the selected plan.
  • Delete: Click to delete the current plan.
Right_Click_on_Plan_Bar_to_access_Contectual_Menu.png

Comments

0 comments

Please sign in to leave a comment.

Powered by Zendesk