How to Print the Portfolio Roadmap in OnePlan

Direct Answer: How to Print the Portfolio Roadmap in OnePlan

To print the Portfolio Roadmap in OnePlan, go to My Portfolio, select Roadmap, choose the saved view you want to share, and start the print action. The printed roadmap follows the saved view, including its layout, filters, and focus, so what you print matches the view you have already set up.

What This Article Covers: Portfolio Roadmap Printing

This article explains how to print the Portfolio Roadmap in OnePlan and how saved views determine what appears on the printed page.

What you will accomplish: Print a roadmap on demand that reflects a saved view, ready to share in meetings, reviews, and offline discussions.

Before You Begin: Portfolio Roadmap Printing

• Access to the Roadmap page in My Portfolio. See How to Access and Navigate the Portfolio Roadmap.
• A saved Roadmap view with the layout, filters, and focus you want to print. See the Save a Roadmap View section in How to Access and Navigate the Portfolio Roadmap.

Why This Matters: Portfolio Roadmap Printing

Context: Print on Demand

Roadmaps can be printed at any time, so teams can share timelines in meetings, reviews, and offline discussions without preparing a separate export.

Context: Your Views, Your Way

Printed roadmaps use the views you have created, keeping the layout, filters, and focus you have already set up. Create a view per audience, and each print is ready to share as-is.

Step-by-Step: Printing the Portfolio Roadmap in OnePlan

Task: Prepare the Roadmap View

1. Go to My Portfolio, then select Roadmap in the upper right corner.

2. Open the View menu (blue text in the upper right corner) and select the saved view you want to print. ### Task: Print the Roadmap

3. Select the Print Icon

4. Confirm the settings you want the printed roadmap to display

5. Click the Print button

Frequently Asked Questions: Portfolio Roadmap Printing

Q: Can I print the Portfolio Roadmap at any time in OnePlan?

A: In OnePlan, yes. Roadmaps can be printed on demand, so you can share timelines whenever a meeting, review, or offline discussion calls for it.

Q: Which view does the printed roadmap use?

A: In OnePlan, the printed roadmap uses the saved view you have selected, keeping its layout, filters, and focus.

Q: How do I change what appears on the printed roadmap?

A: In OnePlan, update the roadmap view (grouping, filters, dates, plan types), save it, and print it, or change the settings once you click the print button.

What to Do Next: Portfolio Roadmap Printing

Set up your view before printing:

• How to Access and Navigate the Portfolio Roadmap

Add detail to your roadmap:

• Using Event Markers for Key Milestones in the Portfolio Roadmap
• Understanding the Relationships Between Plans in the Portfolio Roadmap

Learn more about the roadmap:

• Introduction to the Portfolio Roadmap