There are three components to a roadmap: initiatives, a roadmap display, and budgets for quarterly and annual planning.

How to access client Roadmaps

  1. Click Clients in your left-hand navigation bar.

  2. Click into a selected client on the Client console.

  3. The client Roadmap is accessible under the Roadmap tab.

When fully editing a Initiative, you can directly access the Roadmap by clicking the View on Roadmap button.

Suggested Initiatives

Creating Initiatives is the first step to populating the Roadmap display and budget. The process of creating an Initiative can be overwhelming for a first-time user. The automated suggested Initiatives can serve as a starting point for your client's Roadmap.

Roadmaps are initially configured with two suggested Initiatives based on key insights (if applicable) when you view the Roadmap tab for the first time. These suggested Initiatives are presented under the Suggestions heading on the Roadmap. To help drive your client's Roadmap, the following two insights link to the applicable initial Roadmap suggestions:

Suggested Initiative

Mapped Insight

Workstation Replacement

Slow workstations
Workstations over 5 years old

Server Replacement

Old servers
Servers over 7 years old

Each suggested Initiative takes the number of affected assets within the Insight and divides them across 4 quarters to approximate a budget for server & workstation replacement.

How to add suggested Initiatives to a Roadmap

  • At the bottom of the suggested Initiative, click Add to Roadmap.

When an Initiative is added to the Roadmap, the following is applied to the Initiative:

  1. An allocation of assets is made across the next four quarters

  2. Budget line items are included on the Roadmap

    1. Budgets are not populated until suggested initiatives are added to the Roadmap

    2. Replacement values are taken from settings as per the specified Initiative template.

  3. An executive summary is populated as per the specified Initiative template

Currently, suggested Initiatives are single-use, which means once you've added them to the Roadmap, they won't be replenished. You can’t revert them back to suggestions once they’ve been added to your Roadmap.


Creating Initiatives from Roadmaps

There are two options when creating Initiatives directly from Roadmaps:

  • Create a quick Initiative

    • A quick Initiative, suggested from existing Insights, enables you to get a framework of an initiative on the Roadmap without exiting the Roadmap.

  • Create and edit an in-depth Initiative

    • You exit the Roadmap and provide complete details about the Initiative, including managing the schedule, and assets.

Displayed Initiatives and their quarterly breakdowns

On the Roadmap calendar, initiatives are displayed in a row-like format. This list of initiatives is arranged from top to bottom in the following order:

  • Scheduled Initiatives

    • From the primary Roadmap display, you can preview, enter full edit mode, set the initiative's priority, and set the approval status of the Initiative.

    • The quick view includes a full Initiative and asset quarterly breakdowns.

      • You can delete scheduled initiatives or unscheduled them from the roadmap.

    • Scheduled initiatives are prioritized from High priority to No priority.

  • Suggested Initiatives

    • From the primary Roadmap display, you can preview, add to the roadmap and enter full edit mode.

    • The quick view includes a read-only view of the full Initiative and asset quarterly breakdowns.

  • Unscheduled Initiatives

    • From the primary Roadmap display, you can preview, enter full edit mode, set the initiative's priority, and set the approval status of the Initiative.

      • The quick view includes a full Initiative and asset quarterly breakdowns.

        • You can delete unscheduled initiatives from the roadmap.

    • The quick view includes a read-only view of the full Initiative.

    • Quarterly asset breakdowns become visible once unscheduled Initiatives are added to the Roadmap.


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