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Modules in our app are parts of a bigger project portfolio management powerhouse. Therefore they are must be integrated in many aspects. The purpose of this documentation piece is here to explain in which way our Gantt module synchronizes with the Roadmap.


There are several aspects to the Roadmap and the Gantt integration:

  • updating the task period as an effect of moving tasks between cadences
  • updating the task period as an effect of changes in Jira Sprints

  • visualization of cadences on the Gantt chart
  • visualization of favourite cadences as markers on the Gantt chart
  • links sharing.

Updating the task period as an effect of moving tasks between cadences


This type of synchronization can be turned on in the Program Configuration:



Once turned off, the movement between cadences will never result in a task period update.

Once turned on, task period is adjusted to cadence's period if a user performs an action on the Roadmap. A movement between cadences which is an effect of a movement between matched Jira sprints (Small or Large Team Synchronization Mode) will not result in the task period update until you set it accordingly (read more: Updating the task period as an effect of changes in Jira Sprints).

If task's End Date is outside cadence period, that task's assignment is considered as incorrect. It is indicated by the red calendar on the task card (visible only when Warnings are enabled).




A special dialog box appears whenever user clicks on the red calendar info. User can choose between two ways of resolving such a conflict:




  1. To adjust the period of a task to match the current cadence.
  2. To move a task to the cadence which period contains task's end date. This option can be disabled if there is no such a cadence. Please note that such an action executes an actual movement between cadences so if the task period synchronization is turned on, then the task period will be adjusted to perfectly fit that cadence right after a manual adjustment was performed.


What do we mean by "adjusting a cadence date"? There are several scenarios which we should go through:


1) Whole task period is contained in cadence period →  do nothing.

BEFORE


AFTER

                               


2) Whole task period is located before the cadence period (Task period is not longer than a cadence period) →  task will be moved to start at the beginning of the cadence and the period length will remain unchanged.

BEFORE THE ADJUSTMENT


AFTER THE ADJUSTMENT


3) Whole task period is after the cadence period (Task period is not longer than cadence period) →  task will be moved to end at the end of the cadence, period length will remain unchanged.

BEFORE THE ADJUSTMENT

AFTER THE ADJUSTMENT

4) Whole task period is located before the cadence period (Task period is longer than cadence period) →  task will be moved to start at the beginning of the cadence and end at the end of the cadence.

BEFORE THE ADJUSTMENT

AFTER THE ADJUSTMENT


5) Whole task period is located after the cadence period (Task period which is longer than cadence period) →  task will be moved to start at the beginning of the cadence and end at the end of the cadence.

BEFORE THE ADJUSTMENT

AFTER THE  ADJUSTMENT



6) Whole cadence period is contained within the task period →  task will be fitted in, meaning it will be moved to start at the beginning of the cadence and to end at the end of the cadence.

BEFORE THE ADJUSTMENT

AFTER THE ADJUSTMENT



7) Part of task period is located before the cadence period and part of it overlaps cadence period. (Task period is not longer than the cadence period) →  task will be moved to start at the beginning of the cadence, and the period length will remain unchanged.

BEFORE THE ADJUSTMENT

AFTER THE ADJUSTMENT



8) Part of the task period overlaps cadence period, part is after (Task period is not longer than the cadence period) →  task will be moved to end at the end of the cadence, period length will remain unchanged.

BEFORE THE ADJUSTMENT

AFTER THE ADJUSTMENT



9) Part of a task period overlaps cadence period, and part of it is outside of the cadence (Task period is longer than cadence period) →  task will be fitted in, meaning it will be moved to start at the beginning of the cadence and end at the end of the cadence.

BEFORE THE ADJUSTMENT

AFTER THE ADJUSTMENT




10) Part of a task period overlaps cadence period, and a part of it is located outside (Task period is longer than the cadence period) →  task will be moved to start at the beginning of the cadence and end at the end of the cadence.

BEFORE THE ADJUSTMENT

AFTER THE ADJUSTMENT


Corner Cases

1) Under some circumstances, Gantt's Task Mode may be shifted whenever changes are made in the Roadmap module. For example whenever we choose Data -> Task Mode -> Auto, it appears to work as intended. But then whenever we move a Parent to another Cadence on the Roadmap - Subtasks do not stay within the Start and End Date of the Parent. Also if you look at the Subtask's Task Mode you will notice that the system automatically changes it back to the Manual instead of keeping it in the  Auto setting.





Updating the task period as an effect of changes in Jira Sprints

Once you turn on 'Task period synchronization', you are allowed to decide whether you want update task period based on changes performed out of BigPicture.

It means, that when you check an option 'Synchronize task period for external changes', every movement of the task between Sprints in Jira (in Small or Large Team Synchronization Mode) results in the task period update (in line with the rules mentioned above). 

Visualization of cadences on the Gantt chart


Please keep in mind that moving tasks on the Gantt chart will never move tasks between cadences on the Roadmap. Cadences on the Gantt are only a visualization and not the drop area.



Visualization of 'Favourite' cadences as marker on the Gantt chart


If user marks a cadence  as a  'Favourite' (small star in the cadence header), then it will be visible among markers on the Gantt chart.

Roadmap uses the same linking system as Gantt does. Therefore, whenever one creates a link on the Roadmap, it will be automatically visible on the Gantt chart and vice versa.


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