Sharing and exporting plan data



If you're using the improved planning interface, this page is for you. If you're using live plans, head to Live plans (legacy).

Advanced Roadmaps is designed to make it easy for you to share your roadmap with stakeholders. This can be done by giving people permission to access plans, but there are also a number of options for sharing a plan externally, including the option to download plan data so you can work with it elsewhere. These options are available via the Export or Share buttons in your plan, as explained below.

Export a plan

Above the plan’s timeline, select Export > Spreadsheet (.csv). This will generate and download a CSV file of the plan’s data, based on the current filters and hierarchy range applied to the plan.

When exporting to CSV format, Advanced Roadmaps will only export what's visible on your roadmap. Anything hidden or removed won’t be included.

Share a roadmap in a Confluence page

When you share a roadmap in a Confluence page, it will inherit any filters and settings you've configured on your roadmap like issue hierarchy, filters, timeline date range, view settings, and more.

The Advanced Roadmaps plan Confluence macro lets you display a lightweight Advanced Roadmaps plan in a Confluence page of your choice. Perfect for keeping key stakeholders informed about the progress of work, as well as discussing future initiatives.

Plans display in real-time, so as changes are made to the Advanced Roadmapsplan, they’ll be reflected on the Confluence page. Simply refresh your Confluence page to see the latest and greatest.

Add a plan to a Confluence page

In an Advanced Roadmaps plan:

  1. Above the timeline, select Share.

  2. Select Confluence from the left side menu options.

  3. Copy the generated link from the Share plan modal.

To insert the Advanced Roadmaps plan macro on a Confluence page, choose one of the following:

Option 1: Macro shortcut menu

  1. Bring up the macro shortcuts menu with either '/' (in the new Confluence Cloud editor) or '{' (in the classic editor).

  2. Search for Advanced Roadmaps plan.

  3. Paste the generated link in the URL field, see image below.


Option 2: Macro menu

  1. Select the macro menu (+), then Advanced Roadmaps plan.

  2. Paste the generated link in the URL field, see image below:


Finally, choose the height in pixels you'd like the plan to display on the Confluence page then select Insert.

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We recommend a minimum height of 700px for an effective viewing experience.

Sharing a read-only roadmap

When you share a read-only roadmap, it will inherit any filters and settings you've configured on the roadmap, like issue hierarchy, filters, timeline date range, view settings, and more.

To share a read-only roadmap:

  1. Above the timeline, select Share.
  2. To share the roadmap as a read-only link:
    1. Select Link.
    2. Click Copy.
    3. Give the link to people you want to share your roadmap with.
  3. To share and embed the roadmap in an HTML page:
    1. Click Embed.
    2. Click Copy.
    3. Give the link to stakeholders you want to share your roadmap with. You can use the link in any HTML page that supports URL embedding.
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Consider hiding warnings in the roadmap to show a clean view to stakeholders. You'll need to clear the Warnings checkbox in View settings before you generate the link. See Customizing view settings to learn how to do this.

Last modified on Jan 5, 2021

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