Roadmap view

Overview

Roadmap tab is the timeline view for all releases and versions residing on selected release board based on their Start and Release dates.

Releases and versions with the Release date and no Start date are shown as Milestones.

In addition to releases and versions overview on the roadmap you can:

  • update start and release dates by drag-and-drop

  • add new and edit existing releases and versions

  • search roadmap by item name and versions by released/archived status, etc.

  • identify versions which mismatch their parent start/release dates

Navigation and layout

To navigate on the roadmap click on it and move forward / backwards.

Also you have right panel to

  • collapse/expand swimlanes

  • Zoom in/out

  • Resize to “Today“

Scheduling

Scheduling warning

If a version is part of the release and the version start date is before the release start date 

or the version release date is after the release date of parent release scheduling,

warning is displayed:

Unscheduled panel

The Unscheduled panel contains all releases and version which don't have the Release date.

It is possible to schedule releases and their versions from that panel in bulk.

The panel has its own search function that can help to find the items to schedule.

If a release has at least one version without a release date  - the release should stay in unscheduled tab even if it has a release date specified. Correspondingly, the release will be shown on the Roadmap.

In order to schedule a release or a version, click the Schedule button   next to the item to be scheduled. 

Release scheduling dialog

  1. Start date of the release

  2. Release date of the release

  3. Apply the start date of the release as the start date of each unscheduled version that belongs  to the release

  4. An option to apply the release date of the release as the release date of each unscheduled version that belongs to the release

  5. Option to independently specify the start date of each particular version in the release

  6. Option to independently specify the release date of each particular version in the release

Schedule version dialog

“Show Unscheduled” toggle

Alternative way to show unscheduled versions is “Show unscheduled“ toggle.

When you toggle it on all unscheduled version will be show “for today“ with blurred start/release date giving you an indication that both start release dates have to be specified.

Schedule versions and releases

In order to adjust start/release date of versions/releases (including unscheduled if Show unscheduled“ toggle is on) you need to click on it.

You will see “three vertical dots“ close to start/release dates. When you put a mouse over it the cursor will change with left-right arrows. By clicking and moving it you can change start/release date respectively.

You can also move release/versions by drag & drop.

If the version you are moving is a part of one or couple of releases and new version start/release date exceeds start/release dates of release the App will suggest to alter you impacted releases.

You can decide to

  • amend respective release dates

  • either keep original dates

  • cancel the change

Swimlanes

Roadmap view have a couple of swimlanes configurations

Swimlanes by releases

The main use case is organizing swimlanes by releases to see

  • release on timeline

  • encompassing versions including scheduling conflicts

  • progress for both releases and versions included into releases

You can also configure how you want release swimlanes to be sorted

Swimlanes by projects

Another possible use case is swimlane by Projects. This is usually a good fit for:

  • show roadmap for different teams/units if they are split in different Jira projects

  • same for Products, Components

If you select swimlane by projects … virtual versions and releases will be shown at the bottom as 2 additional swinlanes.

Edit and browse versions and releases

Right click on any version or release on roadmap view will show a context menu to open

  • standard version/release dialog

  • archive version/release

  • delete version/release

Search and advanced filtering

Users can search for versions and release. Thus the roadmap view will be adjusted according to search results as shown in example below:

In addition to full text search some advanced filtering is available as well, namely:

  • Tags to filter by Version/Package tags

  • Archived/Unarchived

  • Show delayed only

  • Columns representing status (or steps in workflow) for versions and releases

  • Filter by Projects

  • Filter by Project Leads

  • FIlter by version specific and release specific Custom Properties

Export to PDF

If you want to share a snapshot version of your release roadmap you can export it to PDF.

Roadmap Gadget

If you want to share a real time version of your roadmap with your target audience you can alway give a link to release board, but probably using https://releasemanagement.atlassian.net/wiki/spaces/RM4J/pages/1081350/Gadgets+for+Dashboards+and+Confluence#Roadmap-Gadget on your Dashboard or Confluence is a better option.