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.
How it works
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 product where you are currently working. You can customize the roadmap by clicking the Product dropdown on the top left. Select the products or product lines you wish to see, or select the auto-update filter option in the product line submenu to select all products and automatically update the report when new products are added. Then, click the Update roadmap 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 releases that are 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 be organized in a single swimlane called Releases.
If you are visualizing product lines, they will appear in their own swimlane. At the product line level, you will see various colored circles across the roadmap. These circles represent releases in the child products of the product line.
If you have set strategic initiatives for your product and they roll up to product line initiatives, the circles will be organized to show how the releases at the product level are impacting the product line level initiatives.
View release timing and progress
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 the release is manipulated, the dates will shift on the portfolio roadmap.
The Settings button in the top-left corner includes options for showing internal or external release dates. Internal and external release dates can be configured on the Release details page. You can also choose to color the bars by product or status. If you choose Product, the roadmap will display releases with the color that has been defined in the Product > Overview page. If you choose Status, the bar color will be based on the status colors defined for your product in Settings > Account > Configure statuses and workflows.
The portfolio roadmap also allows you 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.
Save your report and add it to an Aha! presentation
The Views dropdown at the top-right 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 presentation to share with others.