Clarity Roadmaps: Using the Timeline Layout

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Visualize and Model Work Using the Timeline
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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 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 view options.
Items on the timeline can be bars, circles, or diamonds. Bars result when you enter both the start date and finish date 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. 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. 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. Complete the fields in the DETAILS panel. If your administrator has created any mandatory attributes, they will also be added to the DETAILS panel.
  5. You can click the Configure button if you want to add more fields to the DETAILS panel and populate them. To learn more about the DETAILS panel, see Common Components.
  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, select the roadmap item and use the DETAILS panel to add dates. The pointer changes to an arrow to apply dates that align with your drag-and-drop placement. You can edit the exact dates.
Display Scope for Roadmap Items in the Timeline
The roadmap items that appear in the timeline depend on whether their start and finish dates fall within the roadmap duration. Note the following behavior for roadmap items:
  • A roadmap item with a start date before the roadmap starts and a finish date after the roadmap ends does not appear in the timeline by default. You can always open the View Options and select Start Period and End Period to view roadmap items beyond the duration of the Timeline.
  • A roadmap item with a start date before the roadmap starts and a finish date before the roadmap ends appears partially in the timeline. The roadmap item displays a "
    <
    " to indicate that it is straddling the roadmap start date.
  • A roadmap item with a start date after the roadmap starts and a finish date after the roadmap ends appears partially in the timeline. The ending of the roadmap items straddles the timeline. The roadmap item displays a "
    >
    " to indicate that it is straddling the roadmap end date.
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.
  • 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 can drag the items between the lanes.
  • Save your grouping configurations as part of the roadmap view for easy retrieval. The grouping configurations for a roadmap persist across all your sessions.
Add Dependencies for Roadmap Items
To define dependencies between roadmap items, 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, click the roadmap item and select the action menu.
  2. 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. To exit the dependency mode, click the X in the blue
    EDIT DEPENDENCIES
    bar at the top of the page.
    Dependency lines with arrows show the relationships between roadmap items in the timeline.
  6. To hide the dependency lines, click
    View Options
    and clear the
    Show Dependencies
    checkbox.
In the dependency mode, drag-and-drop is disabled for the roadmap items. To edit a roadmap item, click the item to open the DETAILS panel.
If there is a large distance between roadmap items, the dependency lines are truncated in the timeline. In the grid, add the Predecessor and Successors attributes from Column Panel to view all dependencies for a particular roadmap item. A maximum of 25 predecessors and 25 successor values appear for a roadmap item. Any changes you make to the dependencies in the timeline are reflected in the grid.
Configure Roadmap Timeline View Options
Configure the timeline layout to view roadmap items that are grouped in swim lanes by attribute. You can view the items by color and can 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
    View Options
    .
  3. In the
    View Options
    panel, configure the following settings:
    • 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 outcomes for a steering committee. Group the same roadmap items by the team for business development directors. Each audience can see where each roadmap item sits in its planning process. You can select from the list of default global picklists or can 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. Your selected metrics remain the same for you between sessions in an unsaved view. To keep your settings, save your view.
    • 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.
    • Start Period
      Select the start period for the timeline layout. If you select a Start Period beyond the duration of the timeline, you will be able to see Roadmap items between your Start and End period.
    • End Period
      Select the end period for the timeline layout. If you select an End Period beyond the duration of the timeline, you will be able to see Roadmap items between your Start and End period.
    • Show Text Overflow
      The Show Text Overflow option allows you to have control over how much roadmap item name is displayed and allows you to better interact with roadmaps. Clearing this option will trim the roadmap item name to within the length of the roadmap item
    • 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.
  4. Click
    X Close
    .
Clarity
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 Timeline Layout
Some of the other actions you can perform by using the Timeline layout are:
  • View more information about an investment 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 grid, see Common Components.
  • Analyze investments 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
    Clarity
    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
Roadmap Color Legend
The color legend appears when you select a value in the
COLOR BY
field in the board or timeline layout options panel.
  • To collapse the legend, click
    X Collapse
    .
  • To expand it again, click
    LEGEND
    .
Compare Scenarios in the Timeline
Compare two roadmap scenarios in the timeline so you can evaluate your different
what-if
scenarios and can decide the best course of action for a given roadmap. Roadmap scenario comparisons let you analyze the same roadmap items within two different scenarios.
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Follow these steps:
To compare scenarios, verify that at least one more scenario exists besides the default scenario.
  1. Open a roadmap in the timeline layout.
  2. In the Scenario drop-down list, select your first scenario. Let's call this your Compare From scenario.
  3. Click
    Compare Scenarios
    to start comparison mode.
  4. From the
    COMPARE TO
    menu, select the second (compare to) scenario.
  5. Use the following guidelines to compare the roadmap items in the two scenarios:
    1. A delta icon is displayed if there are differences between selected Roadmap Items.
    2. Scenario differences are displayed on the
      Compare
      tab of the
      DETAILS
      panel.
    3. If a roadmap item does not exist in either the “Compare From” or ”Compare To” scenario, the Details flyout Compare tab will display “Not in "Scenario Name".
    4. The following items are validated for scenario differences:
      • Roadmap Item (Name)
      • Roadmap Item Start and Finish date
      • Swimlane
      • Color
      • Metric 1, Metric 2, and Metric 3