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:
- Click the Application Configuration tab.
- Select Non-WBS Roadmaps link. The Non-WBS Roadmap List screen is displayed.
- Click the Create a New Non-WBS Roadmap button.
- Select an initiative from the drop-down list.
- Based on the initiative, the Roadmap family pull-down will be populated. Choose the appropriate roadmap family.
- Enter a name for this roadmap.
- Click the Change button and select an icon for this roadmap. This icon will be displayed in Left Navigation Bar.
- Enter a left navigation menu name for this roadmap.
- Choose if you want to enable WBS code on activity.
- Select an Activity Type for this roadmap.
- 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.
- Click the Create Non-WBS Roadmap button.