What Is Portfolio Roadmap in OnePlan?
The Portfolio Roadmap is an interactive visualization tool that helps you plan and align your portfolio strategy. It provides a clear timeline view of all plans, highlights key events, and shows relationships between initiatives. It also surfaces more of the information that matters by allowing teams to display additional plan fields directly in the roadmap view.
What you will understand
How the Portfolio Roadmap helps you visualize timelines, understand relationships, and analyze key plan details in a single view.
What is the Portfolio Roadmap?
The Portfolio Roadmap displays your portfolio plans on a timeline, allowing you to:
- Visualize timelines for all plans in one consolidated view.
- Identify relationships and dependencies between plans.
- Highlight key events and milestones that impact your portfolio.
This tool is ideal for portfolio managers, program leads, and anyone who needs a strategic overview of initiatives and their interconnections.
Why Use the Portfolio Roadmap?
Managing an entire portfolio of work can be complex. The Portfolio Roadmap simplifies this by:
- Providing clarity: See how plans align with overall strategy.
- Improving decision-making: Quickly identify scheduling conflicts and adjust priorities.
- Enhancing collaboration: Share a visual roadmap with stakeholders for better communication.
- Adding contextual insight: Display additional plan fields directly in the roadmap to better understand plan details at a glance.
Overview of Key Features
- Interactive Timeline: Zoom in for detailed views or zoom out for long-term planning.
- Plan Bars: Represent each plan’s start and end dates; easily rearrange using drag-and-drop.
- Event Markers: Highlight critical milestones or external factors that affect planning.
- Dependency Lines: Visualize relationships between plans with connector lines showing dependency types.
- Plan Fields: Display additional plan fields directly in the roadmap view to provide more context for each plan without opening it.
How Portfolio Roadmap Works in OnePlan
Context: Visualizing Portfolio Data
The Portfolio Roadmap consolidates multiple plans into a single timeline view, enabling you to quickly understand how work is distributed and scheduled across your portfolio.
Context: Understanding Relationships
Dependency lines and visual alignment help you identify how plans are connected and where delays or risks may impact other initiatives.
Context: Configurable Field Display
The Portfolio Roadmap allows you to select which plan fields appear directly within the roadmap view. This configurable display ensures the roadmap reflects the information most relevant to your reporting and review needs.
Context: More Context at a Glance
By surfacing key plan fields in the visualization, the Portfolio Roadmap enables users to quickly understand important details without opening individual plans. This improves efficiency during portfolio reviews and analysis.
Next Steps
Ready to try out the Portfolio Roadmap yourself? Check out the following resources to get started:
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