You can change the terminology and rename modules. To avoid confusion check the module icon which is unalterable.

Roadmap is a high-level board based on the concept of an agile schedule made up of Program Increments.

You can configure your Roadmap for Program Increments of specific duration. Once your Roadmap is properly configured, you can set your objectives for the coming PI.

There are two types of Objectives you can add to this Board:

  • Jira Issue based Objectives 
  • Artificial Objectives

You can also track the status of your Objectives — see if they are still open, completed, failed, or abandoned, etc.

SAFe®-based Roadmap module is an effective tool which allows you to manage Program Increments and Iteration objectives.

Compared to the Board module, it focuses on high-level planning including forecasts and commitments, rather than particular tasks.

Also, this module lets you communicate what your Teams are working on to everyone interested.

Before the first use, you need to set the Box schedule which is a set of Program Increments consisting of iterations. It is also possible to set the schedule to automatically sync with Jira.

The table below describes the Roadmap's main features:

Feature

Description

Timebox lifecycle

You can change the status of a Timebox in the Overview module or by clicking the "Info" icon in the Timebox header.

      • Not started – will be executed in the future so it is still under planning
      • In progress – current Timebox
      • Closed – already completed

All the following transitions between statuses are allowed (edit mode needs to be enabled first).

Full screen mode

Use this mode to hide Jira's and shared app's headers.

Reports

There are two levels of reporting by the status of objectives:

      • Upper level (for example: Program Increment oraz Project phase)
      • Lower level (for example: Iteration)
Team picker

Select the agile Teams to be displayed on the Roadmap.

Read more about Teams.

Timeline with markers

Dynamic timeline with "Today" and "Zoom" buttons. Click on the timeline arrows to navigate between Iteration and Program Increments or to add a Marker or an important event.

Change the scale to fit up to three Program Increments in the current view.

View

You can choose between several view modes to display the information you need:

      • Select the compact mode to fit in more goals and objectives
      • Change the Achievement data count by Status or Business Value
      • Heatmap Mode - Enable this mode to color code objectives. You can color them manually or based on the Objective status. For example, color coding can represent the health status using the traffic light convention

Swimlanes are displayed in alphabetical order and cannot be rearranged.

Sort

Sort objectives in ascending or descending order by:

      • Probable Business Value
      • Actual Business Value
ExportExport Roadmap MS Excel templates or a PDF image file.
Adding and editing objective

Goals and objective can be defined as:

      • Committed
      • Uncommitted (i.e. not included in the Achievement)

Each objective can be set using:

      • Artificial objectives – just like with artificial tasks, such objectives will only be visible in the app and not in Jira
      • Jira issues – pick from the list of created Jira issues. Any issue type can be an objective but it is recommended to have a dedicated issue type for the purpose
Objective's lifecycle

Review the objectives (as in SAFe during the System Demo) and change their status using the following options:

      • Completed – the objective is completed and will not be moved to the next box
      • Failed – the objective will be moved to the next box
      • Abandoned – the objective will not be moved to the next box
      • Continue – the objective will be continued in the next box
      • Set as stretch – additional objective with variable value (if time permits)