New User Experience: Top-Down Planning with Roadmaps

As a portfolio manager, you can create roadmaps and adjust roadmap items to plan for the future of your business. Start your portfolio planning from the top-down with minimal details. As you gather more details, use the following layouts to refine your roadmaps:
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As a portfolio manager, you can create roadmaps and adjust roadmap items to plan for the future of your business. Start your portfolio planning from the top-down with minimal details. As you gather more details, use the following layouts to refine your roadmaps:
  •  
    Timeline:
     Quickly understand the scope of work, capacity, and budget or other metrics for fiscal planning. You can tell when certain business events occur and where the dependencies exist. Create swim lanes to organize information in a way that speaks to different audiences. 
  •  
    Board:
     View initiatives categorized by status, type, or other other criteria. You can drag-and-drop roadmap items for example, to advance their status from 
    unapproved
     to 
    pending
     and then to 
    approved
    .
  •  
    Grid:
     Fill in more granular details on roadmap items for planning and execution purposes. You can sort, filter, and can configure the view to suit your needs for better data entry.
You can configure the settings for each layout to organize the information as it makes sense to you. The configured settings persist for you or for a saved view within a roadmap.
 
Example
: Sid is in charge of business development. He wants to create a roadmap for the new efforts that his research teams have underway. He begins by including the investments that the business unit plans to develop in the next fiscal year based on the quarterly business review. Sid realizes that he has two back-to-back meetings with two different stakeholder groups: an executive steering committee and his development directors. Both groups are interested in seeing the roadmap details, but they have slightly different expectations for viewing the information. For the steering committee, Sid groups the roadmap by 
Business Outcome
 because that matters most to them. For the directors, Sid switches the view to group by 
Team
 so that they have a clear picture of the items each team is planning to develop over the next year.
 
 
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Roadmapping Prerequisites
To use roadmaps, verify with your administrator that the following configuration is complete in Classic 
Clarity PPM
:
  • Create a default entity. See 
    Create an Entity
     in Configure an Organizational Breakdown Structure.
  • Configure monthly, quarterly, and annual fiscal time period types for the default entity. See Set Up a Financial Entity. If any fiscal period types are not defined on the default entity, those fiscal period types are blank in the column headings in the timeline.
  • Grant users the required access rights. See 
    CA PPM Access Rights Reference 
    in the English edition of the documentation.
  • Create custom global picklists containing the grouping attributes or lookup values that your organization wants to use in all roadmaps. See Create a Custom Global Picklist.
  • Configure color display mappings. You can customize the color grouping options available for the default global picklists. You can also assign color grouping options for your custom global picklists. See 
    CA PPM Studio Objects and Attributes
     
     
    in the English edition of the documentation.
Create a Roadmap
As a portfolio manager, begin with a new roadmap and fill it with roadmap items corresponding to your business goals.
 
Follow these steps:
 
  1. In the main menu, click 
    Roadmaps
    .
  2. Click 
    NEW ROADMAP
    .
  3. Complete the following fields:
    •  
      START PERIOD
      Defines the roadmap start period that is based on what fiscal annual periods you have configured for your default entity. The field shows the next fiscal annual period by default. For example, if the current date is September 15, 2019, the default fiscal period shows 2020, the next annual fiscal period.   
    •  
      DURATION
      Defines the roadmap duration and shows one year as the default. The duration that you can select depends on the corresponding annual fiscal periods that are set up on the default entity. For example, you select 2018 as the start period and there are three annual fiscal periods (2018, 2019, and 2020) set up on the default entity. The duration options that appear include 1 Year, 2 Years, and 3 Years.
    •  
      Other
      This option appears if you have more than five annual periods defined into the future. For example, you select 2018 as the start period. If the default entity has annual fiscal periods that are defined through 2025, the 
      Other
       option appears. When you select this option, the system allows you to enter only a number between 6 and 8.
  4. Click 
    CREATE
    .
    Your new roadmap appears in the default timeline layout with a unique system-defined ID. If auto-numbering is not set up in Classic 
    Clarity PPM
    , enter a unique ID for your roadmap.
  5. Add items to your roadmap in the timeline, board, or grid layout.
To delete a roadmap, from the Roadmaps list page, click the 
⋮ Actions
 menu next to the roadmap and click 
Delete
.
Edit Roadmap Details
You can add more details to your roadmap such as 
description
 or 
type
. You can also edit the existing details. For example, change the author from you to somebody else who can take ownership of it.
 
Follow these steps:
 
  1. In the roadmap list, click a roadmap.
  2. Click image2018-2-22 6:53:42.png 
    Details
    .
    The DETAILS pane appears.
  3. Edit the roadmap details. With auto-numbering, 
    ROADMAP ID
     is read-only.
  4. To close the DETAILS pane, click 
    X Close
    .
Plan Roadmap Items in a Timeline
The roadmap timeline layout displays planning items in monthly, quarterly, or annual periods. The column headers for the time periods match the fiscal time period labels that are defined for the default entity in Classic 
Clarity PPM
. Only the roadmap items that fall within the roadmap start and finish dates appear on the timeline. The items are further filtered based on your period type settings.
When the roadmap duration is less than three years, time period columns are quarters (for example, 2019-Q1, 2019-Q2). Roadmaps with durations greater than three years show time periods as years.
Items on the timeline can be bars, circles, or diamonds. Bars result when you enter both start and finish dates for an item. Circles result when you enter only the start date for an item. Diamonds result when you enter only the finish date for an item.
 
Follow these steps:
 
  1. From the roadmaps list, open a roadmap.
  2. Click
     Timeline
    .
  3. To add an item, click the blue_plus_icon.pngplus icon to start edit or drawing mode.
    If you have not yet assigned a picklist value to the roadmap item, it appears in the None swim lane. After you have assigned a picklist value to all the roadmap items, the None swim lane disappears.
  4. Click and drag to draw the item on the timeline to cover the appropriate duration. Or, click in a specific time period to create a roadmap item in that location. You can add multiple roadmap items within the same row.
  5. Complete the fields in the pop-up window. See Add Roadmap Items to a Roadmap for details.
  6. Click 
    Done
    .
Create Roadmap Items With No Start or No Finish Date
To create a roadmap item with no start date, draw the roadmap item and clear the start date in the 
START
 field. The roadmap item appears with a diamond symbol, like a milestone.
 This image shows a milestone roadmap item with no start date. 
To create a roadmap item with no finish date, draw the roadmap item and clear the finish date in the 
FINISH 
field. The roadmap item appears with an open circle symbol.
 image2018-2-27 12:4:17.png 
To convert the floating item to an item with firm start and finish dates, position the item on the timeline and hover over the circle. The pointer changes to an arrow to apply dates that align with your drag-and-drop placement. You can edit the exact dates.
Arrange Items In the Timeline
 
  • Select a roadmap item and drag it anywhere to change the duration or the start or end dates. A roadmap item that you create on the Board shows up at the bottom of the Timeline and you can drag it anywhere.
  • Drag and overlap a roadmap item on to another item to push the target roadmap item down to the next available row. If you create an empty row, the roadmap items below that row move up to fill in the empty row.
  • The labels for the single-date roadmap items (that is, diamonds and circles) display outside the items. Hence, overlapping of the labels might occur when you drag one item over another to push the target item down. In this case, manually drag the target roadmap item down to a new row.
  • Use Shift + Click to move roadmap items in monthly increments.
  • Select from available grouping attributes to organize the roadmap items into swim lanes as appropriate for different audiences. You can create roadmap items in the swim lanes and drag the items between the lanes. See Configure Settings for the Timeline for details.
  • Save your grouping configurations as part of the roadmap view for easy retrieval. See Personalize Roadmaps Views for details. The grouping configurations for a roadmap persist across all your sessions.
Add Dependencies for Roadmap Items
To visually identify that a roadmap item is dependent on another roadmap item, add dependency lines between the roadmap items. You can add dependency lines from one roadmap item to another or to multiple roadmap items. For example, you can connect the CRM 2.0 roadmap item in the Grow the Business swim lane to the SaaS Migration roadmap item in the IT Operations swim lane. 
 
Follow these steps:
 
  1. From the roadmap timeline, double-click the source roadmap item or click the pencil icon that appears when you hover over the source roadmap item.
  2. In the pop-up window, select 
    DEPENDENCIES
     to start dependency mode.
  3. Click the connector icon for the target roadmap items to create dependency lines from the source roadmap item.
  4. To delete a dependency line, click the X that appears next to each target roadmap item.
  5. When you are done defining dependencies, to exit dependency mode, click the X in the blue 
    EDIT DEPENDENCIES
     bar at the top of the page.
    Gray dependency lines with arrows show the dependencies between roadmap items in the timeline. 
  6. To hide the dependency lines, click 
    Settings
     and clear the 
    Show Dependencies
     check box.
In dependency mode, dragging-and-dropping is disabled for the roadmap items. Also, the pencil icon is unavailable. To edit a roadmap item, double-click the item to open the Roadmap Item pop-over.
Configure Roadmap Timeline Settings
Configure the timeline layout to view roadmap items grouped in swim lanes by attribute. You can view the items by color and map those colors back to meaningful values. You can also set the zoom level and select financial metrics that appear as badges on your roadmap items. By default, the timeline swimlane and color settings are set to 
None
. Adjust the settings for your audience.
 
Follow these steps:
 
  1. Open a roadmap and click 
    Timeline
    .
  2. Click 
    Settings
    .
  3. In the 
    Settings
     panel, configure the following settings:
    •  
      ZOOM
      Zoom out to the left to show more time. Zoom in to the right to show fewer time periods and focus on a specific year, quarter, or month. The zoom scale varies based on the roadmap duration.
    •  
      PERIODS
      Select Months, Quarters, or Years. The timeline displays the roadmap items for the number of fiscal periods that are defined for the selected period type. For example, your default entity includes fiscal time periods for five years (60 months). When you select 
      Months
      , the timeline displays roadmap items over 60 monthly columns. Zoom out to five years to view all 60 months.
    •  
      SHOW DEPENDENCIES
      Show or hide the dependency lines between roadmap items. This option is automatically selected when you start dependency mode to add dependency lines between roadmap items.
    •  
      SWIMLANES
      Select a picklist to group the roadmap items into horizontal swim lanes by the picklist values. For example, group roadmap items into swim lanes that are based on business channels for a steering committee. Group the same roadmap items by team for business development directors. Each audience can see where each roadmap item sits in their planning process. You can select from the list of default global picklists or create a custom global picklist. You can also create a local picklist applicable only to this roadmap. See Create and Manage Local Picklists.
    •  
      COLOR BY
      Select a picklist to add color to your roadmap items based on the display mapping of the picklist values. For example, select Status to display the roadmap items in different colors that indicate their approval status. All approved items appear in blue. The COLORS legend in the bottom right corner of the page shows the value associated with each color. If you collapse the legend, you can reopen it by clicking LEGEND. By default roadmap items appear in a blue color when you have not selected a value for SWIMLANES  or COLOR BY.
    •  
      METRICS
      Select up to three financial metrics to display as badges on the roadmap items to review them in the timeline. The METRICS legend in the bottom right corner shows the metrics in sequential order as you selected them. If you collapse the legend, you can reopen it by clicking LEGEND. The badges appear on each roadmap item in the same order as you select them. You can also edit the values for the selected metrics for each roadmap item in the timeline. See Define Metrics for Roadmap Items. Your selected metrics remain the same for you between sessions in an unsaved view. To keep your settings, save your view.  
  4. Click 
    X Close
    .
Roadmap Color Legend
The color legend appears when you select a value in the 
COLOR BY
 field in the board or timeline settings panel. To collapse the legend, click 
X Collapse
. To expand it again, click 
LEGEND
 legend.png 
Define Metrics for Roadmap Items
You can display up to three metrics that appear as badges on your roadmap items in the timeline. Use any stock or custom attributes on the Roadmap Item object of the following data types:  
  • Number 
  • Percent 
  • Money 
For the Calculated data type, only Stock attributes on the Roadmap Item object are supported.
 
Example
: For his FY18 Roadmap, Sid wants to quickly review the planned capital and operating costs for his division by Business Outcome. He selects capital cost, operating cost, and ROI as shown metrics. The metrics display in the order selected. A little badge displays on each roadmap item in the timeline to provide the visibility into the metrics. Sid then groups the timeline into Business Outcome swim lanes. The swim lanes now display the subtotals for capital and operating costs for all the roadmap items in the lane. No subtotal appears for ROI because it is a number shown as percent.
As a default, the money attributes use the currency code defined on the Roadmap Item object in Classic 
Clarity PPM
. If a currency code is not defined for the Roadmap Item object, the product uses the home currency defined for the default entity. If required, you can add the Currency column to the grid layout and change the currency codes for the roadmap items. The sub totals for the swim lanes use the single home currency.
 
Follow these steps:
 
  1. From the roadmap timeline layout, click 
    Settings
    .
  2. Use the 
    METRICS
     field to search and select up to three metrics to display on the roadmap items.
    The metrics appear in the order you select. If you do not see a specific number, percent, or money field under METRICS, verify that the field has an API Attribute ID defined on the Roadmap Item object in Classic 
    Clarity PPM
    .
  3. Close the Settings panel.
    Metric badges appear on all roadmap items in the timeline displaying dashes (--) as no values are defined yet.
    For roadmap items that have either only a start date (circles) or a finish date (diamonds), the metric badges do not appear.  You can define or update the metric values for these roadmap items in the pop-overs.
  4. Define the values for the selected metrics for an item in the Roadmap Item pop-over.
    The metrics badges are updated to reflect the new values.
  5. Select swim lanes to display aggregates for the metrics for all data types except for number shown as percent. For percentages, dashes (--) display instead of aggregates.
    Badges appear for the aggregates in the swim lanes. If a swimlane contains less than three rows of items, then the aggregates appear in a tool tip only when you hover over the swim lane aggregation column.
  6. To edit the metrics for your roadmap items, do one of the following:
  • In the timeline or board layout, double-click a roadmap item in a row or column. In the pop-over, edit the metric fields.
  • In the grid layout, edit the metric fields inline for a roadmap item row. If the metrics fields are not visible in the grid, click 
    Column Panel
     to select and display them.
The updates are reflected in the timeline layout.
: When you stack roadmap items at least three levels high, your metrics appear as rows inside each swimlane.
Plan Roadmap Items On a Board
Use the board to group and visualize work as it progresses over its lifecycle. The board uses Status as the default picklist for columns and None as the default picklist for color. The roadmap items are arranged into columns by their approval status with no color. You can customize the values that appear for the Columns and Color By grouping attributes by configuring the corresponding lookups in Classic 
Clarity PPM
 
Follow these steps:
 
  1. From the roadmaps list, click the roadmap for which you want to plan roadmap items.
  2. Click 
    Board
    .
  3. Click 
    NEW ITEM
     under a column to add the item to that column. The item appears at the top of the column.
    If you switch to another picklist where the new item does not have a value, the item appears in the NONE column at the bottom of the list.
  4. Click theblue_plus_icon.pngplus icon to add a new roadmap item in the 
    None
     column.
    If a default value is defined in Classic 
    Clarity PPM
    , the item moves into the default value column after refresh.
  5. Complete the fields in the pop-up window. See Add Roadmap Items to a Roadmap for details on the field descriptions.
  6. Click 
    Done
    .
Arrange Items On the Board
You can drag-and-drop roadmap items on the board.
  • Move cards vertically within a column. You can also move cards horizontally across columns. The card position is saved for the selected picklist for the specific roadmap for all users.
  • Roadmap items that you create in another layout show up in the None column on the Board. Drag the items to their appropriate columns based on the picklist that you select. After you move all items from the None column, the column disappears.
  • If you add a roadmap item from the Grid and select a picklist value (for example Approved for Status), then the item shows up at the top of the column by most recently created date. If you add multiple items, all the new ones show at the top sorted by roadmap item name.
  • The columns are sorted based on the sorting that you define for the choices for a Columns picklist. To change the order of the columns, edit the picklist choices. See Manage Local Picklists for details. Within a column, cards are sorted by the most recently created date first until you re-order them.
     
    Note
    : For global picklists that apply to all roadmaps, the columns reflect the sorting that is configured for the corresponding lookup values in Classic 
    Clarity PPM
    .
Configure Settings for the Board 
Configure the board layout for a roadmap to view the roadmap items grouped by specific attributes.
 
Follow these steps:
 
  1. From the roadmap Board layout, click 
    Settings
    .
  2. In the Settings panel, configure the following settings:
    •  
      COLUMNS
      Select an attribute or picklist by which to group the roadmap items into columns. For example, if you select Type, roadmap items are grouped under columns such as Projects, Ideas, and so on. You can select from the list of default or custom global picklists. See Create a Custom Global Picklist for details. You can also select a picklist that you created locally specifically for the roadmap. See Create and Manage Local Picklists for details.
    •  
      COLOR BY
      Select a picklist to group the roadmap items by color based on the display mapping of the picklist values. For example, if you select Status, the roadmap items in the columns are colored (red, blue, and so on) by their approval status. If you select a color grouping, a collapsible legend appears in the bottom right corner of the page to explain the color meanings. You can select from the list of default or custom global picklists or local picklists applicable specifically to this roadmap.
  3. To close the Settings panel, click 
    X Close
    .
Plan Roadmap Items In a Grid
Like a spreadsheet, the grid layout provides a detailed view of roadmap items in columns and rows. All the properties of the roadmap items appear as column headings or fields with values.
You can configure the columns that you want to display on the grid using the Column Panel. The Column Panel lists all standard and custom attributes that are API enabled for the Roadmap Item object in Classic 
Clarity PPM
.
 
Follow these steps:
 
  1. From the roadmaps list, click a roadmap.
  2. Click 
    Grid
    .
  3. To view a list of columns, click image2017-11-9 12:35:17.png 
    Column Panel
    .
  4. Select the columns that you want to display on the grid. You might have to scroll right to view all the items you select.
  5. To close the Column panel, click 
    X Close
    .
  6. To add a new row at the top of the grid, click theblue_plus_icon.pngplus icon.
    A new row gets added and populated with any default values predefined for the Roadmap Item object attributes in Classic 
    Clarity PPM
    .
  7. To add or delete a row anywhere on the grid, use the grid context menu. Select a cell in a row and right-click to display the grid context menu.
Edit Items on the Grid
To edit items on the grid, click in the rows inline to enter or edit values for the non read-only fields. Depending on the data type, you can also edit the fields as follows:
  • Select values from a drop-down menu
  • Select a date from the date picker
  • Enter or clear check marks.
  • Use the 
    ⋮ Actions
     menu for the In Plan column to select and mark or clear all roadmaps items appearing on the page as committed to be part of the roadmap
The Grid updates with edits from the Timeline or Board layouts upon refresh. Use drag-and-drop to change the order in which the columns appear.
Configure Settings for the Grid Layout
  1. From the roadmap grid layout, click 
    Settings
    .
  2. Configure the following settings for the grid layout:
    •  
      MONEY DECIMAL DISPLAY
      Select whether you want to display one, two, or no decimal places for the money target values for the roadmap items.
    •  
      NUMBER DECIMAL DISPLAY
      Select whether you want to display one, two, or no decimal places for the numeric target values for the roadmap items.
Add Roadmap Items to a Roadmap
A roadmap consists of items that you want to plan during a given time such as an annual business event or a project that spans multiple quarters. Multiple roadmap items fill the roadmap duration. 
Build a roadmap by adding items as you work through the planning details and funding constraints at your organization. You can use any layout to add roadmap items. When you revisit an existing roadmap, the application returns you to the most recent layout for that roadmap.
 
Note
: A roadmap item is only added to the currently selected scenario in which you are working, not to all existing scenarios.
 
Follow these steps:
 
  1. From the roadmaps list, click a roadmap.
  2. Click 
    Timeline
    Board
    , or 
    Grid
    .
  3. Enter the item name, start and finish dates, and other details:
    •  
      In Plan
      Specifies whether the roadmap item is committed to be part of this roadmap. The values for this field are based on the Roadmap Item In Plan lookup attribute on the Roadmap Item object.
    •  
      MUST HAVE
      Specifies the priority level of the roadmap item for the roadmap. For example, if you select Carryover, it means that you can move the roadmap item out of this roadmap and carry over to the next one. You can select multiple values. The values for this field are based on the Roadmap Item Must Have lookup attribute on the Roadmap Item object. To display your custom values for the Must Have fields, configure the lookup values in Classic 
      Clarity PPM
      .
    •  
      SPONSOR
      Specified the person sponsoring the budget for the roadmap item. The list of sponsors that you can select from depends on the resources for which you have access rights in the system.
  4. Click 
    DONE
     or click outside the pop-over to close the window. The new roadmap item is added to the layout.
  5. To edit the roadmap item in the Timeline or Board, double-click the item in a row or a column. The ROADMAP ITEM pop-over appears. To edit the item in the Grid, edit the fields inline. If you configure metrics for the Timeline under Settings, then you can define or edit the metrics in the pop-over.
When you delete a roadmap, all the roadmap items and any picklists associated specifically with the roadmap are also deleted. When you delete a roadmap item, any dependencies that exist for the roadmap item are also deleted.
 
Default Dates on the Board and Grid
 
When you add a roadmap item on the Board or the Grid, the Start date defaults to the first day of the roadmap Start Period. The Finish date defaults to the last day of the third month from the roadmap item Start date. For example, if the roadmap Start Period is Jan 2019, when you create a roadmap item for the roadmap on the Board or the Grid, the start and finish dates default as follows:
  • Start: Jan 01 2019
  • Finish: March 31 2019
The system administrator can change the default behavior by setting the Start and Finish attributes for the Roadmap Item object to be specific dates in Classic 
Clarity PPM
.
Import Roadmap Items
You can import a list of up to 250 roadmap items from a comma-separated values (CSV) file. Importing roadmap items requires the 
Roadmap - Edit
 instance-level or OBS-level access right or the 
Roadmap - Edit - All
 global access right. 
Refer to the following table for the supported types of roadmap item attributes that you can import and their correct formats.
Attribute Type
Format Details
Numbers
Use minus symbol for negative numbers. Do not use thousands separator. Only use periods for the decimal separator on fields that allow decimal places.
Percentages
Enter percentages as decimals. For example, to import 25%, your raw import row should show 0.25.
Monetary values
Monetary values should not include a comma for the thousands separator, unless you enclose them in quotes. Decimal values are acceptable; however, do not include currency codes or symbols for money values.
Strings
Strings with commas need to be enclosed in double quotes.
To include a comma in the actual cell value, enclose the full column value in quotes. For example, "Roadmap Item 1 for regions A, B, and C". Excel handles the commas inside cells and between cells for you when you save as CSV.
Dates
Use YYYY-MM-DD format. For example, 2019-11-15 for November 15, 2019.
Static single value lookups
 
Use Import CSV to only insert roadmap items into a roadmap. You cannot update any existing roadmap items.
 
Follow these steps:
 
  1. Log in to the 
    Clarity PPM
     
    New User Experience
    .
  2. In the main menu, click 
    Roadmaps
    .
  3. Open a roadmap and select a scenario.
    Records are imported only for the selected scenario.
  4. Click 
    Import CSV
  5. Download the PPM_ROADMAP_CSV_IMPORT_TEMPLATE.csv file.
  6. Prepare the CSV file:
    1. Open a spreadsheet, database, or other application where you can format your source CSV file. For example, a committee decides to explore 40 new portfolio items and sends you a list. You can configure that list in Microsoft Excel. Save a copy of the import template as my_new_items.csv, paste your list of 40 items, format the list as required, and import it into 
      Clarity PPM
      .
    2. Review the first row of the template. The first row contains optional user-friendly names and instructions for each field. For example, Roadmap Item Name (Required field - Max = 80 characters), Start Date, NPV - Net Present Value (Money +/-0.00), or Operating Cost (Money +/-0.00).
    3. Verify that the second row contains the 
      API Attribute ID
       for each attribute. The default values are already set. Your administrator can change these IDs in CA PPM Studio. For example, name, start, npv, or operatingCost. You can change the API Attribute IDs for any custom attributes only.
    4. Verify that the remaining rows (up to 250) contain values that are delimited by a comma with no spaces. You won't see the commas in Excel. You can build a raw import file in text using NotePad where you must include the commas. 
    5. Verify that any date values you want to import follow the YYYY-MM-DD format.
    6. Be careful that Excel does not reformat your values. Your date values must appear in YYYY-MM-DD format.
    7. Save your CSV file. If working in Excel, use the Save As option to save your file as a CSV file with the .csv file extension.
  7. Verify that you have opened a roadmap and selected a scenario.
  8. Click 
    Import CSV
    .
  9. Select the CSV file from your local PC or network server and click 
    Import CSV
    .
    A confirmation message shows you how many rows were successfully imported and how many rows could not be imported.
  10. Locate your new imported roadmap items on the board, timeline, or grid. On the board, imported roadmap items might appear in the 
    None
     column, ready for you to review. On the timeline, imported roadmap items appear in their specified swim lane (for example, 
    None
    Project
    , or 
    Idea
    ).
: New items may not necessarily appear in the NONE column. Their placement depends on how the data is set up in the CSV. You could specify a lookup value for the status or type. The roadmap item would appear in the column or swimlane that corresponds with that value.
When working with the CSV import template in Microsoft Excel, observe the following requirements:
  • Format date column cells with the custom YYYY-MM-DD format.
  • Do not use commas as thousands separators.
  • Save the file as CSV and use UTF-8 encoding to preserve special characters that extend beyond the standard ASCii (ISO 8859 Latin I) codeset.
Use the following images for guidance:
 csv.jpg 
Personalize Roadmap Views
You can personalize a roadmap layout to see the columns that are relevant to you and capture the required information quickly and efficiently. You can also save your personalizations as views that you can access later. The saved views are also available to all users with access to the roadmap. The saved views are roadmap specific and span across all scenarios. If you select a view for a roadmap, then the view applies to all the scenarios for the roadmap irrespective of the scenario you are in.
The following examples are some ways you can personalize the grid:
  • Pin or unpin columns to the left or right
  • Increase or decrease the column widths
  • Apply filters
  • Re-order the columns
  • Add or remove columns
  • Reorder the columns themselves using drag-and-drop.
 
Example
: Sid has created a FY18 Strategic Plan roadmap for his business unit at Acme Corporation. He likes to see certain details about the items on his roadmap (such as Sponsor, Owner, Finish, and Rank) based on his past experience. He configures his Roadmap Item grid layout to reflect his preferences, filters it to show items 
In Plan
, then saves these settings as 
Sid's View
.
 To add or remove columns from the grid for a specific roadmap, use the Column Panel. The local picklists that you create for a roadmap also appear in the Column Panel for adding to the grid.
To add custom fields as columns to all roadmap grids, add the fields as attributes to the Roadmap Item object in Classic 
Clarity PPM
. Also, API enable the attributes by defining an API attribute ID. The attributes then become available in the Column Panel. See 
CA PPM Studio Objects and Attributes
 for details.
Create a View
To avoid creating multiple copies of nearly identical views, do not save a new view unless it varies significantly from an existing view. A simple strategy is to create a core set of ten or fifteen views that all users can share. Users can make small adjustments to these core views without necessarily saving new views. You can continue working in an unsaved view. However, to preserve your filters, settings, and grid configurations, and to share them with other users, you can save your view.
When you save a roadmap view, it includes your configurations for the timeline, board, and grid layouts. 
The following image shows an example of the Work in Progress view that saves the following configurations:
  •  Filtering of roadmap items by Approved status
  • Swim lanes by Team attribute
  • Color by Team Status attribute
 Image showing an example of a view that saves the filtering and setting configurations on the Timeline. 
 
Follow these steps:
 
  1. From the roadmaps list, click a roadmap.
  2. Click 
    Timeline, Board,
     or 
    Grid
    .
  3. Set any filters and adjust any settings. On the grid, select the field columns.
    UNSAVED appears for the current view.
  4. Click 
    VIEW, SAVE AS
    .
  5. In the 
    SAVE VIEW
     panel, enter a new name for the view. To replace an existing view, leave the same name. Click 
    SAVE
     and click 
    CONFIRM
    .
  6. Click 
    SAVE
    .
    The view is saved and remains active as your current view.
: To change the current view, click the 
VIEW
 menu and select another view.
Manage Views
Over time, the views might need maintenance. For example, you want to rename a view or remove obsolete views. You can identify your own views from the views of other users.
: Each roadmap supports up to 500 views.
 
Follow these steps:
 
  1. Click 
    VIEW, MANAGE
    .
  2. On the 
    MANAGE VIEWS
     panel, click one of the two tabs:
    •  
      CREATED BY ME:
       This tab displays views that you created. To rename a view, select the view name and enter a new name. To delete a view, click 
      X Delete
      .
    •  
      CREATED BY OTHERS:
       This tab displays views that other users created. The tab displays the view name, owner, and options to hide or show the view in the views list.
  3. To search for a view, enter its name in the search field.
  4. Click 
    X Close
    .
 The view that you select persists across all your sessions for a specific roadmap unless you change it. When you revisit the roadmap grid layout, the view that you had last selected applies. If you do not select a view, the standard view appears as a default. Also, if the view that you select is now deleted by the owner, then the standard view applies.
Configure a Default Global Picklist
The default picklists for grouping roadmap items are based on the values that your administrator defines for the following lookup attributes on the Roadmap Item object in Classic 
Clarity PPM
:
  •  
    Status
    : The lookup contains the values for the Status attribute that lets you group items into columns by status. For example, all unapproved roadmap items appear under the Unapproved column.
  •  
    Type
    : The lookup contains the values for the Type attribute that lets you group items by roadmap item type. For example, all ideas appear under the Idea column.
 The In Plan lookup attribute is system-restricted. You cannot customize the lookup to add more values. You can only change the labels and the display colors for the existing values.
The default picklists are global and are available to all roadmaps in the system for grouping roadmap items. They appear differently on the different layouts. On the timeline layout, they appear as swim lanes with optional colors. On the board layout, they appear as columns with optional colors. On the grid, they appear as columns.
If a default color is not defined for the picklist values, the application uses white as the default color. You can customize the default color for the default global picklists.
Work with your system administrator to configure the default global picklists in Classic 
Clarity PPM
. See 
CA PPM Studio Objects and Attributes
 for details.
 
 
Follow these steps:
 
  1. Click 
    Administration
    Studio
    Objects
    .
  2. Open the Roadmap Item object and click the 
    Attributes
     tab.
  3. Select the attribute that you want to configure. For example, 
    Status
    Type
    , or 
    In Plan
    .
  4. Configure the following properties:
    • Set the order in which the values appear in the list.
    • Rename or add values to the list to align with your business needs.
    • Change the predefined color display mappings.
    • Activate a lookup picklist that was previously deactivated or deactivate a lookup so it no longer appears as a picklist.
      Users cannot add new picklist values to the columns for deactivated picklists. Also, the column appears visually different compared to the active columns. As soon as you move the last item out of the deactivated value column, the column disappears. 
  5. To add a new global picklist, click 
    New
     and define the roadmap item attribute and its values.
Create a Custom Global Picklist 
You can create you own custom picklist containing custom grouping values that are governed by the company. The global picklists appear under the SWIMLANES or COLUMNS and COLOR BY list under 
All Roadmaps
. They apply to all roadmaps.
For example, you can create a custom picklist named Business Channels to group your roadmap items using the following values:
  • Mobile
  • Technology Enhancement
  • Wow the Customers
Your custom picklist is available in the Columns and Color By grouping attributes. Select Business Channels from the Columns attribute to view your roadmap items grouped into columns corresponding to these business channels. You can also select Business Channels from the Color By attribute to view your roadmap items grouped by colors that you associate with these business channel values.
Work with your administrator to configure a global picklist in Classic 
Clarity PPM
. As an administrator, refer to Configure Lookups, the CA PPM Studio Reference documentation, and the following high-level steps:
 
Follow these steps
:
  1. Click 
    Administration
    Data Administration
    Lookups
    .
  2. Create a Static List lookup associated to the Roadmap Item object. Select the Manual sort order so you can define the order in which the lookup values appear on the UI.
  3. Add your custom values to the lookup. The values correspond to the grouping options that the picklist contains on a roadmap.
  4. Reorder the values manually.
  5. Open the Roadmap Item object and create a new attribute. The attribute name corresponds to the picklist name that appears on the roadmap.
  6. Associate the new attribute with the Static List lookup using the Data Type field.
  7. In Display Mappings, select a color to represent each lookup value.
  8. (Optional). Specify a default color for each lookup value. If you deactivate a lookup value, the assigned color disappears for the value from the roadmap and it displays in the default color.
When you create a global picklist, the existing roadmap items first appear in the 
None
 swim lane or column and are sorted by their start date.
  • If you deactivate or delete the picklist in Classic 
    Clarity PPM
    , the items revert to the 
    None
     lane or column.
  • If you delete the roadmap item attribute that is associated with the static lookup used as a custom global picklist, the picklist is removed from all roadmaps.
Create a Local Picklist
Create a local picklist to group roadmap items by columns or by color in a specific roadmap. You can then use the picklist across all the layouts. For example, if you create a Columns picklist in the Board layout, the picklist appears in the Timeline settings as an option under SWIMLANES. In the Grid layout, the picklist choices appear in the Column Panel. 
 
Example: 
Sid has already compiled a roadmap of the new efforts that his research teams have underway. Upon drilling into the roadmap, Sid realizes that he wants to group the roadmap items by team, which is not a currently defined grouping available. He creates a Team picklist for his five teams, then distributes the available roadmap items to those teams. He also wants to have a quick way to indicate the status of these items. Sid selects Status as the color by attribute, which also causes a legend to appear at the bottom of the page indicating which color reflects which status. He then saves these choices as part of his "Working View". 
The following video shows how to create a new picklist, group and color the roadmap items by the new picklist choices, and then save the updates in a new view.
 
Note
: When you switch between different scenarios for a roadmap, the grouping that you have currently selected for the roadmap items remains the same across all the scenarios.
Create a Local Picklist
Apply the picklist choices to the roadmap layout. For example, if you create a columns picklist, move any new roadmap items from the None column to the new columns.
 
Follow these steps:
 
  1. Open a roadmap and click 
    Timeline 
    or 
    Board
    .
  2. Click 
    Settings
    .
  3. Click the 
    SWIMLANES 
    or 
    COLOR BY
     menu and click 
    NEW PICKLIST
    . On the Board layout, 
    SWIMLANES
     is renamed 
    COLUMNS
    .
  4. Enter a picklist name (for example, Business Channels).
  5. Add choices to your picklist. Name the choices to correspond to your picklist values. For example, Mobile, Technology Enhancement, and so on.
  6. To select a color for a picklist choice, click the red box to the left of each choice and select a color from the palette.
  7. Click 
    DONE
     to save the local picklist.
    The new local picklist appears in the list of available picklists for 
    This Roadmap
    .
If you create a color picklist, a color legend appears at the bottom right corner of the page displaying the colors and their corresponding values in the picklist.
Manage Local Picklists
You can select an existing local picklist or search for a picklist by name. After selecting a picklist, you can edit or delete the values. If you delete a custom local pickilst that is currently applied to a roadmap view, the default picklist gets applied to the view. For example, say you have selected a local picklist (MyPicklist01) for the Columns grouping on the board layout. You delete the picklist. The view then refreshes and the applies the default global picklist of Status to the Columns grouping.
 
Follow these steps:
 
  1. Open a roadmap and click
     Timeline
     or 
    Board
    .
  2. Click 
    Settings
  3. Click the 
    Columns
     or 
    Color By
     drop-down menu and select 
    MANAGE
    .
    If you are on the Timeline layout, the Columns drop-down is replaced by SWIMLANES.
  4. Select a picklist that you want to edit.
  5. Edit the picklist values as follows:
    • Rename, delete, or add choices.
    • Move the choices up or down in the list.
    • Change the color choices.
    • Delete the entire picklist.
  6. When done, click the X on the window.
Delete a Local Picklist Choice
  • If you delete a picklist choice, the corresponding column or swim lane is deactivated and appears grayed out on the layouts. After you move all the roadmap items from the deleted column or swim lane, the column or swim lane disappears. 
  • If you delete a picklist choice that is assigned a color, any existing roadmap items continue to display the color that was configured for the choice. After you move the roadmap items from the deleted column or swim lane, the column or swim lane with color disappears.
Create Roadmap Planning Scenarios
A scenario is a copy of the roadmap data with a unique name. Scenarios allow you to explore changes to the roadmap items in the context of a 
what-if
 scenario. For example, 
how can we maximize ROI
What if we add 50 resources? What if we increase the contractual price to our client and delay shipping for six months?
 
You can create multiple scenarios for a roadmap and indicate which is the plan of record and which is the baseline. When you report the portfolio performance, you can decide to use only one plan (for example, the plan of record). 
 
Example: 
Sid is preparing for a stakeholder meeting to review his Technology Work roadmap for the next six months. Sid realizes that the stakeholders ask many questions. He wants to answer them visually so they can see the impact and results of making the suggested changes. For example, John might want to know if adding a few more resources results in the roadmap items having a quicker time to market. Karen might want to know the impact if they reduce funding. Sid selects the default scenario and clicks Save As to create a scenario with a new name. He starts editing the content to reflect the questions that the team might ask. Sid creates the following scenarios from the default scenario:
  • Technology Work with More Resources
  • Technology Work with Less Resources
As you switch between scenarios, only the roadmap item data changes. Everything else remains the same including the view personalizations and the grouping.
 
Follow these steps:
 
You can create a scenario from any roadmap layout by copying either the default scenario or an existing scenario.
  1. Open a roadmap and click 
    Scenarios
    .
    If you have not created any scenarios, the Default Scenario appears in the Scenario drop-down menu. If you have created scenarios, the existing scenarios also appear in the menu.
  2. Select the default or an existing scenario and then select 
    Save As
     to create a copy of that scenario.
  3. Enter a name for the new scenario and click 
    Save
    .
  4. Make changes to the roadmap items specific to this scenario. The changes are not reflected in the other scenarios.
 
Default scenario
 
If you are not using scenarios, the system creates a default roadmap scenario using the base roadmap data and applies the Plan of Record (POR) tag. Until you create additional scenarios, the default scenario and its POR tag are not visible.
 
Baseline
 
You can tag only one scenario per roadmap as a baseline. You are not required to mark a scenario as a baseline. If a scenario is already tagged as the POR, you cannot tag it as the baseline. You can delete a roadmap scenario that is the baseline.
 
Plan of Record (POR)
 
You can tag only one scenario per roadmap as the plan of record. If no scenarios exist for a roadmap, you cannot edit the default scenario plan of record tag to No. There must always be a plan of record scenario in the system. If you try to delete a roadmap scenario that is the plan of record, you are prompted to select another scenario as the plan of record.
Manage Scenarios for a Roadmap
You can edit a roadmap item and its attributes in all scenarios but each change is specific to each scenario.
  1. Open a roadmap and click 
    Scenarios
    .
  2. Click the 
    Scenario
     drop-down and click 
    MANAGE
    .
  3. Click the 
    ⋮ Actions
     menu next to a scenario to manage the scenario as follows:
    • Rename the scenario
    • Delete the scenario
    • Set the scenario as the POR and remove the POR tag from any previous POR scenario.
    • Make the scenario the baseline and remove the baseline tag from any previous baseline scenario.
    • Remove the baseline tag from a baseline. 
  4. Click 
    X Close
    .
Search for Specific Roadmaps and Roadmap Items
You can search for specific roadmaps and roadmap items or apply filters. 
 
Follow these steps:
 
  1. On the roadmap list page, click the 
    Search
     field.
  2. Enter a roadmap name or ID.
  3. To search for roadmap items, open a roadmap.
  4. Enter a roadmap item name or ID, or select filter criteria such as Status, Sponsor, or Owner.
When filtering for roadmap items using the free-form search, the search uses both the roadmap item name and ID. The roadmap item ID uses an autonumbering format of RI00001. Assuming that the system administrator has not changed this format, if you enter 
R
I
, or 
0
 (zero), all roadmaps items are returned in the search results.
: To view the roadmap ID, open the roadmap and click 
Details
. To view the roadmap item ID, click Column Panel on the Grid layout and add Roadmap Item ID to the grid.
As you switch between the layouts in a roadmap, the filters that you select remain active.