Creating Roadmaps

Roadmap Family

The options you can choose are based on the initiative you selected.

Is Phase Gated Roadmap?

Select Yes if you want each phase on the roadmap to be completed before starting the next phase.

Show Stages as Tabs?

Select Yes to have top-level activities appear as separate tabs on the Project Roadmap page.

Select No to have all the top-level activities appear on the same tab.

Enable WBS Code on Activity

Select Yes if you want to the WBS to have a hierarchical numbering structure, for example 1, 1.1, 1.1.1, etc. for activities displayed on a project roadmap.

Allow Template Generated Activities to be Modified?

Select Yes if you want users to modify or delete the name of a template generated activity. Other attributes within the template can also be modified.

Scheduling Mode

Select Manual or Semi-Automatic
Manual: EnterpriseTrack does not update the dates on the project roadmap when dependent activities are rescheduled or modified. When dependent activities are rescheduled, you have to manually update the activity dates on the Project Roadmap page.
Semi-Automatic: EnterpriseTrack updates the dates when dependent activities are rescheduled. When dependent activities are rescheduled, you can click the Schedule button on the Project Roadmap page for EnterpriseTrack to update the activity dates.

Resource Required to Complete Activities at Top Level?

Select Yes if you require resources to be assigned to top-level activities in order to close them.
Select No if you do not require a resource to be assigned to top-level activities.

Select Activity Type Specific if you want this value to be the same as the Activity Type setting.

Resource Required to Complete Activities at Other Level?

Select Yes if you require resources to be assigned to activities at other levels in order to close them.
Select No if you require no resource to be assigned.

Select Activity Type Specific if you want this value to be the same as the Activity Type setting.

Allowed Activity Types at Other Levels

Choose the Activity Types allowed at other levels.

Activity Type to Creation-Default Mappings

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.

Is MSP Integration Allowed?

Select Yes if you want to allow MSP (Microsoft Project) integration. You must select a template file before you can export or import data. Click the Browse button and select a template.

Computation mode for dates and duration

Internal: EnterpriseTrack computes the dates and duration.
External read-only: The calculation for dates and duration comes from MS Project. Project Managers cannot edit the values in EnterpriseTrack.
External read-write: The calculation for dates and duration comes from MS Project. Project Managers can change the values in EnterpriseTrack.

Computation mode for duration and efforts

Internal: EnterpriseTrack computes the duration and effort.
External read-only: The calculation for duration and effort comes from MS Project. Project Managers cannot edit the values in EnterpriseTrack.
External read-write: The calculation for duration and effort comes from MS Project. Project Managers can change the values in EnterpriseTrack.

Computation mode for efforts and cost

Internal: EnterpriseTrack computes the effort and cost.
External read-only: The calculation for effort and cost comes from MS Project. Project Managers cannot edit the values in EnterpriseTrack.
External read-write: The calculation for effort and cost comes from MS Project. Project Managers can change the values in EnterpriseTrack.