Roadmaps are seldom set in stone. Whether you need to shift priorities, further define functionality, or change a release date, it is likely that you will need to adapt your roadmap at some point. It is often helpful to look back at changes to your roadmap and see if there is anything to learn from them that might inform your future plans. When you audit roadmap changes (available in Aha! Roadmaps Enterprise+), you can report on up to 90 days of your roadmap's history.
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Overview
Build audit reports to track changes to your roadmap. Workspace contributors can add the History (last 90 days) table (available in Aha! Roadmaps Enterprise+) to reports to track delivery delays, monitor shifts in scope, audit for compliance, and more.
Use history fields alone or together to audit changes to records across your roadmap. Whether you want to create a detailed audit trail for general reference or need to track specific changes, there are many uses for building an audit report to track your roadmap history.
The table below provides a few examples of how you can use the history table in audit reports.
I want to ... |
Record type |
History fields |
Identify scope changes to initiatives so I can analyze how my product strategy evolved over time |
Initiative |
|
Track when initiatives were created and by whom so I can understand the origin and ownership of strategic plans |
Initiative |
|
Track which epics are updated frequently so I can identify active development areas |
Epic |
|
Identify what changes were made to a release and when so I can narrow in on those changes and identify potential delivery risks |
Release |
|
Create an audit trail of feature updates so I can see which features were added, when, and by whom |
Feature |
|
Understand when new features are typically added to the roadmap so I can optimize feature definition and planning processes |
Feature |
|
Build an audit report
Create a simple list or pivot report and add the History (last 90 days) table to audit your roadmap changes:
Navigate to Roadmaps -> Overview and click Create report.
Click Start with report layout and select Table. Then, choose List or Pivot and click Next.
Click Create your own list report. Then, select the record type you want to report on and click Next.
In the Select report layout step, click Create your own. Then, choose the History (last 90 days) table under the Advanced heading.
In the Add fields step, select the history fields you want to report on. Then, click Add records related to [record type] and add the records and any additional fields you want to report on.
Configure filters for your report to narrow in on the changes you want to audit. Click Add filter to include additional filters.
Click Create report.
After your report populates, you can adjust its filters and add additional ones as needed. This helps you visualize the roadmap changes you want to look at more closely.
Save the report to revisit it later. After saving, you can use the Share menu to share the report with teammates and stakeholders.