Add milestones for roadmap

task australia Updated Sep 10, 2026 1 min read add-milestones-for-roadmap-portfolio-planning.md
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Track key dates of your plan's timeline by creating milestones and displaying them on the roadmap.

Before you begin

Role required: sn_align_core.apw_user

About this task

For the timeline of your portfolio plan or free-form roadmap, create milestones such as launch dates, deadlines, or other key events directly from the roadmap view.

Procedure

  1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning and open your roadmap.

Roadmap type

Navigation

Portfolio plan roadmap

  1. From the Portfolio Plans tab, select a portfolio plan.
  2. From the Planning section, select Roadmap.

Free-form roadmap

From the Free-form Roadmaps tab, select a roadmap.

2. From the More actions drop-down, select **New milestone**.
\[Omitted image "new-rdmp-milestone.png"\] Alt text: More actions dropdown on the roadmap header.
  1. On the form, fill in the fields.

    For field information, see Roadmap milestone form.

  2. Select Submit.

  3. Repeat steps 2 through 4 to add more milestones to your roadmap.

Result

Milestones that you created are visible on the roadmap.

Here is an image of a sample roadmap with the milestone bar showing different milestones for the planning period.[Omitted image "roadmap-level-milestones.png"] Alt text: Roadmap milestones

The color of the milestone, shown on the legend, indicates the status of the milestone.

  • Red: Missed milestone.
  • Green: Achieved milestone.
  • Grey: Upcoming milestone.

If multiple milestones are scheduled close to each other, they might appear grouped in the milestone bar. In this case, you can expand and collapse the milestone bar to view all the milestones of that period.

[Omitted image "milestone-group.gif"] Alt text: milestone group

  • Update a roadmap milestone
    Update or delete the milestones that you added to your portfolio plan or free-form roadmap so that they reflect any change of plans.

Parent Topic:Planning roadmaps in Portfolio Planning

Keywords alignment planner workspaceportfolio planning workspaceportfolio plannerstrategic plannerstrategic planning workspaceroadmap
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