Create a portfolio roadmap

Aha! is built for product managers — whether you have one product or hundreds. Our product management software supports as many different business units, divisions, or product lines as you need so that you can easily visualize how your plans tie together.

The portfolio roadmap is one of the most important roadmap visualizations in Aha! because it allows teams managing a portfolio of product to visualize work going on across their entire portfolio. With the portfolio roadmap, you can visualize the timing of every product level release and how those releases drive towards the success of your key strategic initiatives. 

In addition to visualizing what is going on at a product level, you can also visualize how the efforts for each product contribute to the success of strategic initiatives at the product line level. This creates a perfect visual of how strategies across your product portfolio are connected.

How it works

The portfolio roadmap is located under Reports > Portfolio. The first time you access the portfolio roadmap, you will be defaulted to visualizing the releases for the product you are currently navigated to.

You can easily customize the data presented by clicking the product dropdown on the top left. Select the products or product lines you wish to see, then click the Update report button that appears once you close out of the product dropdown.

This will present a view of your releases for the products you have selected. If you have the releases associated to a strategic initiative, they will be placed into swimlanes based on their release association. If you have not created any initiatives, the releases will simply be organized in a single swimlane called Releases.

aha-reports-portfolio-initiatives.png

If you are visualizing product lines, they will appear above the products they contain. At the product line level, you will see various colored circles across the roadmap. These circles represent the releases in the child products. 

If you have established strategic initiatives for your product line and have connected your product and product line initiatives together through a strategic rollup, the circles will be organized in swimlanes visualizing how the releases at the product level are impacting the product line level initiatives. This is highlighted in the screenshot below where the iOS v4.23 Release is being visualized in the Mobilization initiative swimlane at the product line level. 

reports-portfolio-roadmap.png

View release timing and progress

The dates visualized on the portfolio roadmap are derived from the length of the release established on the Releases > Overview Gantt chart. As the release is manipulated on the Gantt chart, the dates will shift on the portfolio roadmap report.

The portfolio roadmap also allows you to visualize the progress of the release as depicted by the release bars shaded in with a solid color. The progress is based on the number of completed features and requirements in the release out of the total number scheduled for the release. To trigger the visual to occur, set the Development started on date, which is located in the details of the release.

The Development started on date also triggers the ability to create a burndown visual of your release. Once you set the Development started on date you can hover over your releases and a small burndown visual will pop up on the portfolio roadmap.

Lastly, you can change the resolution of the roadmap by clicking the calendar icon on the top right 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.

Save your report and add it to an Aha! Notebook

The Views dropdown at the top of the report allows teams to create different portfolio roadmap reports for different stakeholders and save the reports for easy reference in the future.

Click the More options button to add your product portfolio roadmap to a Notebook to share with others.

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