Use the Roadmap view to get a long-term view of your projects, better align management and teams on the path forward and communicate decisions to the organization.
- Where to Find
- How to Configure
- How to Filter Your Projects
- How to Select the Grouping
- How to Adjust the Color Scheme
- How to Display Milestones
- Save Your Configuration as a Custom View
- How to Use
Where to Find
In the left-hand sidebar, click Roadmap to open the view:
To define which projects are displayed, select Date Range, Portfolio or Scenario in the header at the top of your screen. The Roadmap shows only projects above the Cut-Off line.
To see the individual projects, click the bar in the timeline or the arrow next to the respective value:
The list displays all projects and their details that correspond to the selected custom view. To view a project or project group's milestones and dependencies, hover over the bar. Unfulfilled dependencies are displayed in red. To expand a specific milestone to view names and dates, click on a project bar.
To open the project detail view, move your cursor over the bar it is associated with in the timeline and click the square icon at the end of the bar.
In the toolbar, you can search for project names or project keys, create filters, select the grouping, color scheme and Zoom Level as well as display Milestones.
Click Save as Image (png) to download your customized roadmap as an image file and share it with your colleagues.
If you've configured a color scheme, a guide to these colors is displayed n the Information Panel.
How to Configure
You can adjust the view for the desired level of detail by selecting the Zoom Level. You can choose between Year, Quarter and Month.
How to Filter Your Projects
To filter the Project List for projects with certain attributes, click Filter:
You can select from the following fields:
- All custom fields of the single-select type, e.g., Status
- All custom fields of the checkbox type, e.g., Need for Decision
- Top level OBS units, e.g., department
- Project Manager
- Business Goal
- Rank Category
You can use several filters at the same time to further limit the results. Learn more in the Ad-Hoc Project Filter article.
How to Select the Grouping
You can choose how projects are grouped on the timeline by clicking Group By and selecting an option. You can select from the following project fields:
- All custom fields of the single-select type
- The following system fields: Status, Cost Type, Business Goal, Project Manager
- Top level OBS units (such as Office or Department)
Within the groups, the projects are sorted by their start date and, if necessary, by their length.
How to Adjust the Color Scheme
By selecting Gannt Color Scheme, you can color projects on the Gantt chart based on a second grouping. The following color schemes are available:
- The current grouping selected under Group by
- Any project field of the single-select type
- Business Goal
- Project Phase
How to Display Milestones
You can view a project's milestones and dependencies by hovering over the corresponding project bar. For a more detailed view, including milestone dates and names, click on the project bar.
You can see the milestone details of all projects in an expanded view by clicking Show All Milestones. Future milestones will be dispalyed in black, past milestones in gray, and milestones with unfulfilled dependencies in red. Click Hide All Milestones to return to a broader overview.
The Show All Milestones setting can be saved in a custom view.
Save Your Configuration as a Custom View
You can save every configuration of the Project List as a Custom View. Click the custom view name next to the title Project List to select a different view or add a new view. To edit the view name or delete the view, click the three dots next to the view name. Depending on your user rights, you can also define access rights to the view for users and user groups.
Learn more in the Custom Views article.
How to Use
The Roadmap is a great way of providing a high-level view of the company's path forward with the entire organization. It also allows you to view all milestones for a more detailed view. Here's a few ideas on how you can leverage it:
Present Your Plan to Management
Whether it's the current status or next steps, management wants the big picture and Meisterplan's Roadmap helps you provide just that. Show at a glance what progress has been made towards achieving your company's strategic goals and what you propose as the way forward.
Select the desired Date Range, Portfolio and Scenario in the header and group the view by Business Goal to show which projects contribute to reaching your goals, and when the goals can be reached.
If you won't have access to Meisterplan during your presentation to management, simply save the roadmap as an image file.
Once the plan has been agreed on, it's time to share it with the organization. Use the Roadmap to show teams how their projects contribute to the company's goals, or show project managers which projects they need to deliver this quarter.
If you provide colleagues access to the respective portfolios, they will be able to see all approved projects and group them the way they want. You can also group the Roadmap per target group and save it as an image file for your teams and project managers.