The portfolio roadmap shows planned work across an entire portfolio. With the portfolio roadmap, you can visualize the timing of your releases and see how those releases drive the success of your key strategic initiatives.
Depending on your Aha! use case, you might use some of these terms differently. Instead of a product portfolio, you might have a portfolio of inter-dependent workspaces. Instead of releases, you may prefer to think of schedules or campaigns. Regardless, if you work with portfolios and need to show how their strategic initiatives connect or diverge, the portfolio roadmap is an excellent choice.
Click any of the following links to skip ahead:
- Create your roadmap
- Customize your roadmap
- Share your roadmap
Create your roadmap
The portfolio roadmap is located at Roadmaps > Portfolio. If you do not see the portfolio roadmap in your secondary navigation, you may need to customize your menu navigation.
The first time you access the portfolio roadmap, you will see releases for the workspace where you are currently working. You can customize the roadmap by clicking the Hierarchy dropdown on the top left (depending on your Aha! use case, this dropdown may say Product or Workspace). Select the products, workspaces or workspace lines you wish to see, or select the auto-update filter option in the workspace line submenu to select all workspaces and automatically update the report when new workspaces are added.
Then, click the Update roadmap button that appears once you close out of the Hierarchy dropdown.
This will present a view of your releases for the products and workspaces you have selected. If you have releases that are associated with a strategic initiative, they will be placed into swimlanes based on their release association. If you have not created any initiatives, the releases will be organized in a single swimlane called Releases.
If you are visualizing product lines or workspace lines, they will appear in their own swimlane. At the workspace line level, you will see various colored circles across the roadmap. These circles represent releases in the child workspaces of the workspace line.
If you have set strategic initiatives for your workspace and they roll up to line-level initiatives, the circles will be organized to show how the releases at the workspace level are impacting the line-level initiatives.
Customize your roadmap
Start dates for releases on the portfolio roadmap are represented as the first phase or milestone date, which can be set on the Release details drawer — click on a release to add phases and milestones. As you manipulate a release, the dates will shift on the portfolio roadmap.
The Settings dropdown in the top-left corner includes several customization options.
Use the Release dates radio buttons to show internal or external release dates. You can configure the dates themselves on the Release details page.
Use the Color bars by radio buttons to color the roadmap bars by Workspace/Product or record Status.
- If you choose Workspace/Product, the roadmap will display releases with the color that has been defined in the Workspace > Overview page.
- If you choose Status, the bar color will be based on the status colors defined for your workspace in Settings > Account > Configure statuses and workflows.
Check the Show progress checkbox to visualize the progress of a release as depicted by the release bars shaded with a solid color. The progress is based on the number of completed features in the release out of the total number scheduled for the release.
Lastly, you can change the resolution of the roadmap by clicking the calendar icon on the top-left corner. You can also use the gray timeline control bar along the top to scroll left and right in addition to zooming in and out.
Share your roadmap
With your portfolio roadmap completed, you can easily share it with your stakeholders by selecting one of the export options under the More options button on the top right of the screen.
- To fold your roadmap into a presentation, select Add to presentation. In your presentation you can select the roadmap's update frequency.
- To invite people outside of your Aha! account to view your roadmap, select Share as webpage.
- For a static version of your roadmap, select Save as image or Save as PDF.