Use Master feature dates in roadmaps and reports

Master features provide a level of grouping between your product’s features and strategic initiatives. They help you to plan, organize, and manage work by associating multiple features that provide value as a group. For a more detailed overview of Master features, see Master features overview. 

Why you should use Master feature dates

The dates fields on Master features are important to consider because they are fundamental drivers to the visualization of reports and roadmaps. Specifically, they can be leveraged to create two primary types of sharable outputs -- roadmaps and reports.

Creating Master feature roadmaps

There are times when a roadmap focused on feature timelines may be too detailed, and times when a roadmap focused on strategic goals or initiatives may be too high-level for their intended audiences. This presents an opportunity to share a visualization that focuses on the Master feature level. To create this visualization, you will want to create a Custom roadmap by following the steps in our article Create a custom roadmap.

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Creating Master feature reports

If Master features are highly utilized objects in your team’s planning and workflows, then there will be a need to report on Master features and their associated dates. You can accomplish this by following the same steps as you would for any other report. A Master feature table is available which includes date fields you can select to add as report columns or filters. To learn more about creating reports, see Introduction to analytic reports.

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How to setup Master feature dates

When adding values for the Start on and Due on fields of a Master feature, you can choose from a few options. When viewing the Master feature details -- above the Start on and Due on fields -- a dropdown is available that allows you to select whether you wish to populate dates automatically or manually.

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If you choose to populate automatically, the Master feature Start on field will be set as the earliest Start on field value from all of the features that are linked to it. The Master feature Due on field will be set as the latest Due on field value from all of the features that are linked to it. Additionally, the Start on and Due on fields will no longer be editable, and they can only be changed by modifying dates of the features that are linked to it. For more details about feature dates, see How to turn on feature start and due dates.

If you choose to populate manually, you need to enter dates for the fields. Use this option if you have a specific reason for tracking a different date range than what is stored in the features that are linked to the Master feature.

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