Group Edit of the Roadmap

EnterpriseTrack allows you to edit the resource, status and dates of all activities and tasks on the Roadmap page.

  1. From the Projects page, select your project and navigate to the Roadmap page (Project#) > Go To > Roadmap.
  2. From the Roadmap page select (Page Menu) View > Edit All.
  3. You can select the Auto Assign check box next to Resources or Approvers to automatically select from the list of preferred resources or approvers. You can also select the assignment types.
  4. To enter dates, click on the calendar icon and select a date for the Plan Start, Plan Completion, Actual Start and Actual Completion dates.
  5. To complete all tasks select the Open, Not Applicable or Completed check box from the Mark all Items column.
  6. Click Save to save the changes or cancel to leave the page without saving any changes.

    Notes:

    • As soon as an owner is assigned, the system sends an informative email to that user with the details of the task and roadmap and the due dates. To make sure that the owner gets the most accurate information, Oracle recommends that you edit the status and the dates before assigning owners.
    • Error messages are highlighted in red. Move your mouse over the red cell to see the error message.
    • For more information on using fractional duration and effort, see topic Using Fractional Duration.

Related Topics

Working with Project Roadmaps and Tasks

About Project Roadmaps and Tasks

Viewing Project Roadmaps

Icons on the Project Roadmap

About Roadmap Views

Modifying a Roadmap

Using the Gantt View

Completing Roadmap and Task Tool Templates

Using Keyboard Shortcuts: Project Roadmap Page

Working with Project Activities

Managing Project Gates or Phases



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Last Published Tuesday, June 9, 2020