Applying Filters to a Roadmap
This topic explains how to apply filters to a roadmap.
Overview
This topic explains how to use filters to expand or narrow the data on a Roadmap so you can see specific portfolio item data.
Steps
- Click the hamburger icon
> Portfolio> Roadmaps. - If not already selected, choose a project from the Project Navigator.
- Click Layout
(Timeline) or 
(Board). - Click or start typing in the filter field, and then select the any of the filter options.
- Repeat the previous step to select more than one filter.
- Click Apply when done.
Filters
| Filter | Action | Result |
|---|---|---|
| Portfolio Item | Type a portfolio item ID or title. | All child portfolio items display. |
| Portfolio Item Root | ||
| Rollup Category | Select an appropriate category that the portfolio items roll up to: Not Started, In Progress, or Completed, and then click Apply. | All portfolio items that are in the selected category |
| Status | Choose Status and select an available portfolio item status from the pick list. | Shows items in selected status. For example, you could look at only portfolio items having a 'Ready to Deploy' or 'Testing' status. |
| Strategic Theme | Select/search for a strategic theme. | Narrows the view to focus on the items that support a specific strategic theme. |
| Tags | Specify any tags associated with the portfolio item. | Displays the corresponding tagged portfolio items |
| Target Team | ||
| Teams | Specify the team associated with your project. | Lists all portfolio items associated with the selected teams. |
| Type | Choose a portfolio item type from the list. Key values are: - Initiative - Feature - Sub-Feature - Non-Functional | The highest-level matching portfolio items types display. For example, in a multi-level portfolio tree, you could view all top-level initiatives or focus your view to show child portfolio items that are features scheduled in releases. |
| Owner | Choose Owner and select an owner from the pick list. Click Apply Filters. | Shows parent and child portfolio items owned by the selected owner. |
| My Filters | If you have created a custom filter, select one from this list. | Shows results based on the criteria established in a custom filter. |
| Find | Enter at least 3 characters of the item name or ID | Shows items matching the search terms you entered. |
| More Filters | Click the More Filters button, and then select the filters you want to apply. | Shows the additional filters that are available for this report. |
| Include Closed Items | Select the Include Closed Items check box. | Displays work items that are in Closed status. |
Clearing Filters
To clear a single filter:
- Click on - symbol next the name of the filter.
To remove all filters that have been applied and restore the default settings:
- Click Clear All Filters in the top right corner of the page