Configuring the columns on the Roadmap board layout
This article explains how to configure the columns on the Roadmap board layout.
Overview
When using the Board view, you can control the size and number of the columns displayed. Use the gear icon to access the configuration.
| Option | Description |
|---|---|
| Group By | Displays Portfolio Items in groups. Note: When you choose "Project - Level" or "Strategic Themes - Level" group by options, you cannot create a new portfolio item on the roadmap. |
| Color By | Displays Portfolio Items by color type. |
| Show Rollup Swag | Toggle to enable or disable the ability to display the row-wise and column-wise SWAG rollups on the Roadmap |
| Show Milestones | Toggle to enable or disable the ability to display milestones on the Roadmap |
| Show Milestones from | Toggle to choose if milestones are displayed for both parent and child projects or for child projects only |
| Interval (Columns) | Specify the time period represented in each column. Choose between Weeks, Months, Quarters and Years. This option is used in combination with the Intervals per Column option to determine the length of each columnar period. |
| Interval Start | The anchor date for the roadmap. Enter the beginning date of the current period. You won't need to update the Start Date as time moves on. The roadmap is smart enough to understand when the current period starts based on the originally entered Start Date, so this is really a 'set it and forget it' entry. |
| Intervals per Column | The number of intervals in a column. Allows you to have intervals of 1 Quarter or 10 Weeks. This option is used in combination with the Interval (Columns) option to determine the length of each columnar period. |
| Previous Intervals | It is often helpful to see what was scheduled for at least the last period. Some groups want to understand more of the recent history. This allows you to keep some amount of history visible when using your roadmap by controlling the number of periods to show before the current period. |
| Future Intervals | How far out do you want to plan? This sets the number of periods you will see after the current period. |