Configuring Roadmaps

A roadmap or WBS (Work-breakdown Structures) is a hierarchical arrangement of activities, tasks or milestones that are required to complete a project. A roadmap divides a project into discrete phases or top-level activities and each phase is further broken down into multiple work elements or tasks. A roadmap is associated with one or more activity templates or phases and each activity template contains one or more activities. These activities can be tasks, deliverables, milestones, or tollgates.

The process of configuring roadmap involves the following steps:

1. Creating activity subtypes. Typically, these are defined only for top-level activities or phases. Activity subtype is the name that displays in the User Interface for a phase or a top-level activity.
2. Configuring an activity template for each phase or top-level activity you have defined in your system.
3. Populating an activity template with work elements or activities. An activity template contains multiple activities like tasks, deliverables, tollgates, etc.
4. Configuring a roadmap (WBS).
5. Populating a roadmap with phases or activity templates.
6. Associating a roadmap with project types.
7. Creating resource assignment types

Once you have configured roadmaps, Project Managers can use these pre-defined roadmaps to quickly plan and execute projects.

You can also create non-WBS roadmaps, which are a set of activities that are associated with a project but are not part of the project WBS. For example, change requests, issues, notes, etc.

Note: Some of the choices you see while creating activity templates and roadmaps are determined during the initial system configuration.

In This Section

Creating Activity Sub Types

Working with Activity Templates

Working with Roadmaps

Working with Non-WBS roadmaps

Working with Dependency Types

Working with Project Types