Success initiative roadmap

concept australia Updated Sep 10, 2026 1 min read account-lifecycle-success-roadmap.md

The success initiative roadmap displays success initiatives and their outcomes over time in a visual timeline. Use it to track initiative progress, filter by status, and adjust the view by timescale or grouping.

To view this page, follow these steps:

Navigate to the Success blueprint tab on the Engagement page.
Select the View initiative roadmap option. You can see a visual representation of the success initiatives and the outcomes based on the Due date.

[Omitted image "customer-success-init-roadmap.png"] Alt text: Success initiative roadmap

The list of outcomes is displayed in the left panel. Select an outcome from the list to view the initiatives associated with it. You can hover over an initiative to see a quick snapshot. You can customize the roadmap view:

Select the Progress option to select the types of initiatives (Canceled, On-Track, Completed) you want to view.
Select the Select timescale icon to view the roadmap by year, month, or quarter.
Select the Gear icon to personalize the view by grouping, color, metrics displayed, and so on.
Select an initiative to view the initiative record in the side panel. You can do the following:
- Modify the record if required and select Save.
- Select the Comments tab to add any additional comments.
- Select the Attachments tab to add one or more attachments to this initiative. make any changes if required and select Save.

Note: By default, you can view the roadmap for a ten year period. You can modify this value in the sn_acct_lc.RoadmapTimelineYears.list property.

Parent Topic:Manage engagements

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---
title: Success initiative roadmap
description: The success initiative roadmap displays success initiatives and their outcomes over time in a visual timeline. Use it to track initiative progress, filter by status, and adjust the view by timescale or grouping.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-success-roadmap.html
release: australia
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage engagements, Customer success, Use, Customer Success Management]
---

# Success initiative roadmap

To view this page, follow these steps:

1. Navigate to the `Success blueprint` tab on the Engagement page.
2. Select the **View initiative roadmap** option. You can see a visual representation of the success initiatives and the outcomes based on the Due date.

\[Omitted image "customer-success-init-roadmap.png"\] Alt text: Success initiative roadmap

- Select the `Progress` option to select the types of initiatives \(Canceled, On-Track, Completed\) you want to view.
- Select the **Select timescale** icon to view the roadmap by year, month, or quarter.
- Select the **Gear** icon to personalize the view by grouping, color, metrics displayed, and so on.
- Select an initiative to view the initiative record in the side panel. You can do the following:

- Modify the record if required and select **Save**.
- Select the `Comments` tab to add any additional comments.
- Select the `Attachments` tab to add one or more attachments to this initiative.
make any changes if required and select **Save**.

**Note:** By default, you can view the roadmap for a ten year period. You can modify this value in the sn\_acct\_lc.RoadmapTimelineYears.list property.

**Parent Topic:**[Manage engagements](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-manage-engage.md)