Updating Dates using the Roadmap

This article explains how to update the dates using roadmaps.

Overview

Learn the methods for updating dates of portfolio items displayed on a roadmap.

Option 1. Drag and drop on Board layout

1. Click the hamburger icon > Portfolio> Roadmaps.
2. If not already selected, choose a project from the Project Navigator.
3. Click on the Board layout button.
4. Select an item, drag and drop it to the new date.

Option 2. Drag and drop on Timeline layout

1. Click the hamburger icon > Portfolio> Roadmaps.
2. If not already selected, choose a project from the Project Navigator.
3. Click on the Timeline layout.
4. Select the item you wish to change. Drag the item and drop it on the new date.

• Using either layout to drag or drop modifies the Planned Begin and Planned End dates on the portfolio item.
• To return to the default project/release dates, you must edit the portfolio item and clear the Planned Begin date and Planned End date fields (see Option 2).

Option 3. Change the dates on Portfolio Item's detail page

1. Click the hamburger icon > Portfolio> Roadmaps.
2. If not already selected, choose a project from the Project Navigator.
3. Click Layout (Timeline) or (Board).
4. Click on a portfolio item to open the details page.
5. Click Edit and scroll to the Planned Begin and Planned End date fields.
6. Select the desired dates from the pop-up calendar.

These dates will override any dates inherited from the parent project.

Option 4. Assign Portfolio Item to a new Release

If no Planned Begin and Planned End dates are assigned directly to the portfolio item, the date range on the roadmap is determined by the dates of the project to which the portfolio item is assigned. From the Release Scheduling page, you can move such a portfolio item to a new release and the new position on the roadmap is automatically displayed.

Related concepts

Roadmapping