Creating a Non-WBS Roadmap

You can define a list of activities that are outside of the project roadmap. These activities are defined as non-WBS activities. This may be a list of change requests, discussions, risks, etc. These activities are not tied to the project roadmap, but are associated with a project and are displayed on the Left Navigation Bar.

To create a non-WBS roadmap:

1. Click the Application Configuration tab.
2. Select Non-WBS Roadmaps link. The Non-WBS Roadmap List screen is displayed.
3. Click the Create a New Non-WBS Roadmap button.
4. Select an initiative from the drop-down list.
5. Based on the initiative, the Roadmap family pull-down will be populated. Choose the appropriate roadmap family.
6. Enter a name for this roadmap.
7. Click the Change button and select an icon for this roadmap. This icon will be displayed in Left Navigation Bar.
8. Enter a left navigation menu name for this roadmap.
9. Choose if you want to enable WBS code on activity.
10. Select an Activity Type for this roadmap.
11. If activity type to creation default mapping exists, you can select it from the pull-down menu. This mapping allows you to set default field values for roadmap activities so new activities appear on the roadmap as in-line rows. For more information, see Creating Activity Templates.
12. Click the Create Non-WBS Roadmap button.

See Also

Working with Non-WBS roadmaps

Managing Non-WBS Roadmaps