This article refers to releases and features. Depending on your workspace type, you may see "schedules" and “activities" in your workspace.
Aha! Roadmaps | Portfolio roadmap
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 across your Aha! Roadmaps workspaces and workspace lines.
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Create your roadmap
The portfolio roadmap hidden by default for new Aha! Roadmaps accounts. If you would like to enable it, you can do so by customizing your menu navigation.
Navigate to Roadmaps Portfolio to create a portfolio roadmap. It will automatically populate with information for the workspace or workspace line you are currently working in. Look at the workspace hierarchy dropdown in the lefthand side of your navigation bar if you need a reminder.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
Once you have created your portfolio roadmap, it is time to customize its look and focus.
On the right side of your roadmap, click the Customize view dropdown.
The releases in your roadmap appear as bars.
The start of a release bar is the same as the Start date for the first feature, phase, or milestone in your release, which can be set on the Release drawer — click on a release, then click on the Phases tab to add phases and milestones. As you manipulate a release, the dates will shift on the portfolio roadmap.
The end of your release bar can extend to either its Internal or External release date.
Use the Color bars by radio buttons to color the roadmap bars by Workspace or record Status.
If you choose Workspace, 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 Statuses and workflows.
Check the Show progress checkbox to visualize the progress of a release, following the progress calculation you have selected for that individual release.
On the right side of your roadmap, set its visible date range
Use the Timeline menu to focus your roadmap on the right date range. Choose from Three-month, Six-month, or One-year views, or choose to Fit all of your data into one view. You can also choose to select a Custom date range. Your portfolio roadmap defaults to Fit when you first load it, and if you change any data, refreshing the page will zoom to Fit your data again.
Use the Zoom in and Zoom out magnifiers to further customize your timeline.
When you save and share a portfolio roadmap externally, the date range in the view you share will be what you selected in the Timeline menu. This lets you control what part of your roadmap you want people to see — you can focus their attention without sharing your entire roadmap.
When you save and share a portfolio roadmap with other Aha! Roadmaps users in your account, they will initially see the date range you selected. They can then use the Timeline menu to adjust the view.
Any time you change your portfolio roadmap, you should save your changes. Click Save to save your existing roadmap, or click Views Save as to save your changes as a new roadmap.
Set a default portfolio roadmap
The best saved views drive consistency across your team — or your entire organization. Workspace owners can set default views at the workspace or workspace line levels, so that everyone is using the agreed upon standard. To set defaults more broadly, you can set them at the workspace line level, so that child workspaces can inherit the defaults.
To set a default view, first Save one. Then navigate to Settings ⚙️ Workspace Default views and configure your new default.
A user will see your default view if they do not already have a working copy of a view on that page, or if they click Views Reset to default view.
If you update your default view and Save it again, that update will be reflected for anyone who views the default.
Share your roadmap
With your portfolio roadmap completed, share it with your stakeholders by selecting one of the export options under the Share 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 add your roadmap to a dashboard, select Add to dashboard. Dashboards combine several Aha! Roadmaps views into one page to tell a complete story about your plans and progress.
To invite people outside of your Aha! Roadmaps account to view your roadmap, select Share as webpage.
To schedule recurring email delivery of your roadmap, select Schedule email delivery.
For a static version of your roadmap, select Save as image or Save as PDF.