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Roadmap Toolbar

Overview​

This page describes the Roadmap Toolbar elements in Portfolio++ and how to use them. Each section includes a small icon representing the UI element.

Zoom​

Zoom Icon
Change the zoom of the timeline: Quarterly, Months, Weeks, Days.

note

The start date for Quarterly zoom can be customized on the Roadmap Settings → View Controls page.

Date Range​

Date Range Icon
Reduce the timeline to a specific timeframe. Partial cards show a dotted line when cutoff by the date range. Milestones outside the date range will not show.

Milestones​

Milestones Icon
Create or edit milestones displayed at the top of the roadmap for a specified date. Learn more about Milestones by watching this video.

Watch a short video on Milestones for a step-by-step walkthrough.

  • Label: Customize the Milestone label.
  • Date: The date the milestone appears at the top of the timeline.
  • Color: Customize Milestone color.
  • Linked Work Items:
    • Check Mark: Linked work items are completed or the Milestone has passed.
    • Exclamation Mark: Milestone date has passed and linked work items are not completed.
  • Show Date Line: Display a vertical line on the timeline by clicking the milestone and enabling the toggle.
  • Arrow: Click to expand or collapse the Milestone drawer.
note
  • Multiple work items on the same date display as a number until the milestone drawer is expanded.
  • Milestones outside the roadmap timeline extend the timeline (unless a Date Range filter is applied).

Roadmap Options​

Roadmap Options Icon
Customize the current roadmap view. Learn more from:

Filters​

Filter Icon
Customize which work items are shown (selected items) or rolled up into metrics (children).

note

Selected work items (by Project, Team, or Query) show a black triangle.

  • Filter Mode: Controls how filters are applied.
    • Selected items only (no children): Applies filters only to selected items.
    • Selected items + children (show parents even if filtered out): Shows matching child items and their parent items, even if parents don’t match the filter.
    • Selected items + children (strict filter): Applies filters to selected items and children. Only items that match are shown.
  • Work Items: Choose which selected items are displayed.
  • Work Item Types: Select which types of work items are shown (Epic, Feature, Task, etc.).
  • Filter By Assigned: Filter Work Items based on who they are assigned to.
  • States: Choose which state a work item must be in to appear (Active, Closed, Resolved, etc.).
  • Visible Tags: Select which tags appear on cards.
  • Select tags to filter by: Only show work items that have at least one selected tag.

Views​

Views Icon
Select or search for a custom view to switch to.

  • Save: Save the current view (also available via the blue Save View button).
  • Save As: Save changes to a new or existing view.
  • Rename View: Rename the current view (not available for Default view).
  • Delete View: Delete the current view (not available for Default view).

Backlog Level​

See the Team Capacity Planning page to learn about Backlog Level which is only available in the Capacity view.