Sharing your plans

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  1. Installing Advanced Roadmaps
  2. Preparing your planning environment
  3. Creating your plans
  4. Managing your teams
  5. Managing your releases
  6. Working with your plans
  7. Customizing your plans
  8. Sharing your plans

Before you begin

Depending on how your organization is structured, the content on this page is meant for Advanced Roadmaps admins and plan owners.

We've prepared this getting started guide to help you set your teams up for success.

The guide discusses the typical end-to-end path that users and administrators may find themselves taking part in when using features of Advanced Roadmaps. You'll also find high-level content on concepts, as well as some recommendations and optional steps you can consider, as you flesh out your plans.

Sharing plans

You can share a read-only version of your plan as needed. This helps you keep relevant stakeholders updated on the progress of business initiatives across your organization.

Jump to one of the following sections, based on the type of plan you're using:

Sharing plans using the improved interface

In the improved interface, reports are no longer available — instead, you can share a read-only view of your roadmap. You can choose which issue details to display in the plan, filter relevant issues, and customize the view settings as needed, and then share that view of the roadmap to your stakeholders. Check out Viewing work and Sharing and exporting plan data for more details.

Sample roadmap that you can share in the improved interface

Sharing live plans

In live plans, you can generate different types of reports. These reports display graphical overviews of the different aspects of your data — and you can do this for both plans and programs, from the scope and schedule views. See Reports and Sharing reports for more details.

Sample dependencies report in live plans


Need help?

If you're having problems or need additional help migrating from classic plans, please visit our Support section and create a support request.

Last modified on Aug 7, 2020

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