Clarity Roadmaps: Using the Board Layout

Arrange Items On the Board
You can drag-and-drop roadmap items on the board across and within columns.
  • 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 the 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. Within a column, cards are sorted by the most recently created date first until you re-order them.
    : For global picklists that apply to all roadmaps, the columns reflect the sorting which is configured for the corresponding lookup values in
    Classic PPM
Show or Hide Columns on the Board
Show or hide columns on the board using the COLUMNS tab and save the configuration to a view. The capability allows you to display only the relevant columns when dragging cards across columns. You do not have to scroll to the far right to see all the columns. You cannot hide or show the None column.
The COLUMNS panel displays the name of the current picklist. When no picklist is selected, it displays the default picklist name, STATUS. With edit access to the roadmap, you can see an active EDIT link for managing local picklists. See
Manage Local Picklists
in this article for details. If you have view-only access to the roadmap, then you do not see the EDIT link at all.
The EDIT link appears disabled for global picklists. To edit the columns or values for a global picklist, update the corresponding lookup in
Classic PPM
Studio. For example, to update the Type global picklist, update the Roadmap Item Type lookup in
Classic PPM
Create a Roadmap Item from the Board View
Whenever you create a new item from the board view, the DETAILS panel is automatically displayed if there are any required fields defined without a default value. After you populate the required fields,
refreshes the DETAILS panel and creates a new roadmap item.  You can then continue editing the roadmap item and close the DETAILS panel after you complete your changes. Remember that your record will be lost if you leave or refresh your current view.
When you are populating required fields for a record in the DETAILS panel, you cannot drag and drop the record across different columns since the record has not been created in
. In addition to setting default values on custom fields, put a default string in the 'Roadmap Item' name field to provide the functionality to quickly create new items on the board without interacting with the details panel.
Follow these steps
  1. In
    , open the relevant roadmap.
  2. In the Board layout, click the plus button. The
    panel is displayed.
  3. Enter the value in the required fields.
Configure View Options for the Board
  1. Open a roadmap and click the Board layout.
  2. Click
    View Options
  3. Under
    • Columns
      : Select the attribute that you want the board to use for each column.
    • Color By
      : Select the attribute that you want the board to use for the color of each card.
  4. Under
    • Card Title
      : Select a string attribute to appear at the top to identify each card on the board.
    • Card Fields
      : Select up to four (4) attributes to appear on the face of each card in the order selected.
    • Metrics
      : Select up to three (3) attributes to appear along the bottom of each card to convey meaningful status information or metrics.
    • Start Period
      : Select the start period for the roadmap items that are displayed in the board layout. If you select a Start Period beyond the duration of the roadmap, you will be able to see Roadmap items between your Start and End period.
    • End Period:
      Select the end period for the roadmap items that are displayed in the board layout. If you select a End Period beyond the duration of the roadmap, you will be able to see Roadmap items between your Start and End period.
  5. To configure your own display attributes, choices, and the color of each value, click
      : Enter a name for your picklist. Each picklist you define can be applied to the current project only.
      : To add a value for your picklist, click ADD CHOICE. Edit the name and color for each choice.
  6. When finished, click
clips the metric values for the number and money attributes to match the roadmap duration. If the roadmap includes items that fall either partially or completely outside the Start Period and End Period, their metric values are clipped to match the Start Period and End Period.
Other Actions Available on the Board Layout
Some of the other actions you can perform by using the Board layout are:
  • View more information about a roadmap item by using the DETAILS panel
    You can view more information about each Roadmap Item by using the DETAILS panel. The panel is available as a two-column layout, and you can resize it to take up 75% of the screen. The Details layout allows you to include two fields per row. To learn more about using the DETAILS panel in the board, see Common Components.
  • Analyze roadmap items by using the Filter and Search options
    You can use the Search and the Filter options to identify various roadmap items based on your requirements. To learn more about using the Filter and Search options, see Common Components.
  • Personalize the grid and save your view
    allows you to save and modify multiple views that help you achieve your business goals. Some of the key actions you can perform are:
    • Save an existing configuration in the grid
    • Update existing views, by using the Quick Save functionality
    • Access views saved by other users
    • Mark relevant views as favorites so that you can access them easily
    • Select default views