Direct Answer: How to Access and Navigate the Portfolio Roadmap in OnePlan

To access the Portfolio Roadmap in OnePlan, go to My Portfolio, then click Roadmap in the upper right corner. This opens a timeline view where plans appear as bars, events appear as markers, and dependencies are shown as connecting lines. From this view, you can zoom, filter, and interact with plans, as well as view key plan details directly in the roadmap using configurable field display. The result is a single, interactive visualization that combines schedule, relationships, and contextual plan information without opening individual plans.

Overview of the Roadmap View

The Portfolio Roadmap in OnePlan provides a clear, interactive visualization of your portfolio plans, key milestones, and relationships. Understanding its layout and key components will help you navigate and manage your roadmap effectively.

• Timeline: The horizontal timeline displays plan durations and event markers. You can zoom in for short-term detail or zoom out for long-term planning.
• Plan Bars: Each plan appears as a bar representing its start and end dates. These can be rearranged using drag-and-drop.
• Event Markers: Important milestones or external factors are shown as markers on the timeline.
• Dependency Lines: Connector lines between plan bars show how plans are related and the type of dependency.
• Plan Field Display: Additional plan fields can be displayed directly on the roadmap, allowing you to see key plan details at a glance without opening the plan.

Step by Step Instructions:

Access the Roadmap Page

To access the Portfolio Roadmap, go to the My Portfolio area. Then click Roadmap in the upper right corner. This will open the Roadmap page to its default view.

The Portfolio Roadmap page lists each plan in a roadmap timeline.

Overview of the Roadmap View

The Portfolio Roadmap provides a clear, interactive visualization of your portfolio plans and key milestones. Understanding its layout and key components will help you navigate and manage your roadmap effectively. 

1. Timeline: The horizontal timeline displays the duration of your plans and event markers. You can zoom in or out to view short-term details or long-term strategy.
2.  Plan Bars: Each plan in your portfolio appears as a bar on the timeline. These bars represent start and end dates and can be rearranged using drag-and-drop for quick adjustments.
3. Event Markers: Important milestones or external factors are shown as markers on the timeline. These help you track critical dates that may impact your portfolio.
4. Dependency Lines: Gray connector lines between plan bars indicate dependencies, showing how plans are linked and the type of relationship (e.g., Finish-to-Start).

View Plan and Event Information in the Roadmap

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

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

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  Quick Edit: Click to open the plan's Quick Edit window.

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  Share With: Click to access the plan's Share With form.

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  Comments: Click to access the plan's Comments thread. You can respond to and make new comments from this thread.

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  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.

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  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.

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  Details: Click to access the plan's Plan Details form.

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  Financials: Click to access the plan's Financial Plan.

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  Resource Plan: Click to access the plan's Resource Plan.

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  Work Plan: Click to access the plan's Work Plan list or board.

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  Reporting: Click to access the Reporting pages for the selected plan.

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  Delete: Click to delete the current plan.

Right-click on an Event bar or diamond to access that Event's Contextual menu. From the Event Contextual menu, you can:

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  Edit the Event

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  Delete the Event

Hover over the gray dependency lines between plans to view how the plans are connected, including the To and From Plans.

Hover over any blank space in the Roadmap to view the date.

Navigation Tips

Group Plans in the Roadmap

Note
When grouping by a Multi-Choice or Multi-Lookup field, the same plan can appear in multiple groups because it belongs to more than one selected value.

Use the Group By menu to select a plan-level field to group the Plans in your Roadmap. For example, you could group the plans by Business Unit or Risk.

Change the Roadmap Bar Colors

Use the Color By menu to select a plan-level field to use as the color coding method of the bars in your Roadmap. For example, you could choose to have the bars colored by Status, or % Done.

Filter the Plans in the Roadmap

Use the Filters menu to apply filters to the Roadmap to narrow down the plans that are available in the Roadmap. For example, you may want to only view plans with a certain Status.

Set the Date Range in the Roadmap

Use the Dates menu to set the date range you would like to view in the Roadmap. You can select a date range preset, or set a custom range.

Select Which Plan Types are Available in the Roadmap

Use the Plan Types menu to select the kinds of plans you would like included in your Roadmap. For example, you may only want to look at Projects and Epics.

Save a Roadmap View

After you have made changes to the Roadmap view, including applying groupings, dates, bar colors, etc. you can save that view to use again. To save a Roadmap view:

1. Click on the View menu and select Save View. The Save View form will open.

2. Complete the Save View form.

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  View Name: Initially, the current view name will show. Update to a new name. If updating a view rather than saving a new view, keep the name as-is.

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  Default View: Check the checkbox if this is a default view. A default view will open automatically when you go to the Work Plan.

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  Personal View: Check the checkbox if this is a personal view. It is checked by default. Administrators may save a view as a global view for the group by deselecting the checkbox.

3. Click Save. Your new view will now be available for use from the View menu.

Why This Matters: Portfolio Roadmap

Context: Centralized Visualization

The Portfolio Roadmap brings timelines, dependencies, and milestones into a single view, making it easier to understand how plans align across your portfolio.

Context: Faster Decision-Making

With key information visible directly in the roadmap, users can quickly identify conflicts, risks, and alignment issues without navigating into individual plans.

Context: Configurable Contextual Insight

The ability to display additional Plan Fields directly on the roadmap allows teams to tailor the view to their reporting and review needs. This reduces the need to open plans for details and ensures the roadmap reflects the most relevant information for decision-making.

Frequently Asked Questions: Portfolio Roadmap

Can I display additional plan details in the Portfolio Roadmap?

Yes. In OnePlan, the Portfolio Roadmap allows you to configure which Plan Fields appear directly on plans in the roadmap view. This enables you to see key details such as status, owner, or custom fields without opening each plan.

Why would I use plan field display in the roadmap?

Using configurable Plan Field display in the Portfolio Roadmap helps you review and report on your portfolio more efficiently. By surfacing the most important plan data directly in the visualization, you can reduce navigation time and make faster, more informed decisions.