Roadmap

A Roadmap entity is a roadmap for an individual application/service, or a group of applications/services, including lifecycle statuses (roadmap phases) and milestones. You can create a roadmap entity for any other existing APM entity.

When creating, searching for, or editing a location, enter or update information in the following sections:

  • Identity

    In the Identity section, enter the fundamental information that identifies the roadmap.

    Note: The Identity section is a subsection of the header section.

    The table below describes the Identity fields.

    Field (*Required) Description
    Roadmap ID ID of the roadmap
    Roadmap Status

    Read-only. Available roadmap statuses include:

    • New - The roadmap is created but not submitted.
    • Draft - The roadmap is submitted but not finalized.
    • Proposed - The roadmap is finalized but not activated.
    • Active - The roadmap is activated but not archived.
    • Cancelled - The roadmap is cancelled.
    • Archived - The roadmap is archived.
    Roadmap Type*

    Available roadmap types include:

    • Application
    • Portfolio

    Note: These two types are available by default. Customized roadmap types can be created in the PPM Workbench by the APM administrator to meet your organization's business needs and requirements.
    Created On Read-only. The date on which the roadmap was created
    Created By Read-only. The full name of the user who created the roadmap
    Entity*

    The entity for which the roadmap is created

    Note: If an entity has a roadmap that is in "Active" status, you are not able to create another roadmap for this entity.

    Phases

    In the Phases section, enter the information of the phases the roadmap would go through.

    The table below describes the Roadmap Phases fields.

    Field (*Required) Description
    Seq Sequence of the roadmap phase
    Name Name of the roadmap phase
    Type

    Type of the roadmap phase. Available values include:

    • Evaluation
    • Planned
    • Operational
    • Archived
    • Planned Decommissioned

    Note: These five types are available by default. APM administrator can create customized types of roadmap phases in the PPM Workbench to meet your organization's business needs and requirements.
    Link URL or any other kind of link of the roadmap phase
    Start Date Start date of the roadmap phase
    End Date End date of the roadmap phase
    Active Indicates whether or not the roadmap phase is active

    Edit Roadmap Phases

    To edit Roadmap Phases, click Edit. The Roadmap Phases section changes into the Edit view.

    Under the Edit view, you can do the followings to edit the phases:

    • Edit the existing phases information

    • Add a new phase by clicking Add Row

    • Delete a phase by clicking Delete Row after selecting the phase you want to delete

    • Create a phase based on an existing phase by selecting the existing phase and then clicking Copy and Paste

    • Adjust the phases sequence by clicking Move Up or Move Down after selecting the desired phase

    Milestones

    In the Milestones section, enter the information of the milestones you set for the roadmap.

    The table below describes the Roadmap Milestone fields.

    Field (*Required) Description
    Seq Sequence of the roadmap milestone
    Code Code of the roadmap milestone
    Name Name of the roadmap milestone
    Type

    Type of the roadmap milestone. Available values include:

    • Major Decision Point
    • Minor Decision Point
    • Release
    • De-Investment
    • Business Function/Business Capability
    • Technology Capability

    Note: These six types are available by default. Customized types of roadmap milestones can be created in the PPM Workbench by the APM administrator to meet your organization's business needs and requirements.
    Date Date of the roadmap milestone
    Decision Decision that has been made in this milestone
    URL URL of the milestone information

    • Edit Roadmap Milestones

    To edit Roadmap Milestones, click Edit. The Roadmap Milestones section changes into the Edit view.

    Under the Edit view, you can do the followings to edit the milestones:

    • Edit the existing milestones information

    • Add a new milestone by clicking Add Row

    • Delete a milestone by clicking Delete Row after selecting the milestone you want to delete

    • Create a milestone based on an existing milestone by selecting the existing milestone and then clicking Copy and Paste

    • Adjust the milestones sequence by clicking Move Up or Move Down after selecting the desired milestone

    Note: If you want to edit the URL field of a milestone, you may have to click Edit at the end of the milestone line to open the Link Properties window.