How to manage Views: Roadmap
How to navigate and manage Roadmap Views
Access to the Roadmap
Roadmap enables to visualize objects in another way than a simple list of records.
Records are displayed in a timeline, so to be correctly displayed, objects must have dates filled correctly (Planned Start and Planned Finish dates).
You can also directly open objects by this view but you can’t create a new one.
Data displayed in the Roadmap
Contrary to Graph view, by default data displayed in Roadmap views don’t depend on data from the Grid view.
To have the same data in Roadmap than in Grid View, check the option “Toggle filters on”.
Set up object information
Actions to do:
To add a new field
To remove a field
To order fields displayed
Show “Archived objects”
Show/Hide totals
Total number of projects by period.
Expand / Collapse objects list
Sort and Search in Roadmap
Open a record
The object will be open in an embedded window.
Manage the timeline
“Button bar” enables to display Roadmap bar following the following part of time: “Month/Day week”, “Month Week Date”, “Year/Month”, “Year/Quarter”, “Year”.
Change object dates by “Drag and Drop” or by changing card size
You must have rights on the object to update it. If you don’t have rights, you will have the following message: