Portfolio - Roadmap

Visualize timelines, dependencies, and milestones across your portfolio in a dynamic roadmap.

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  • Introduction to the Portfolio Roadmap

    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 even...

  • How to Access and Navigate the Portfolio Roadmap

    Direct Answer: How to Access and Navigate the Portfolio Roadmap in OnePlanTo access the Portfolio Roadmap in OnePlan, go to My Portfolio, then click Roadmap in the upper right corner. This opens a timeline view where plan...

  • Creating and Managing Plans in the Portfolio Roadmap

    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...

  • Using Event Markers for Key Milestones in the Portfolio Roadmap

    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 a...

  • Understanding the Relationships Between Plans in the Portfolio Roadmap

    Visualize and manage dependencies between plans to maintain alignment across your portfolio. This article explains how relationships appear on the roadmap, how to create links between plans, and best practices for handlin...