How to create a roadmap record

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

From the main menu, select Plan > Application Portfolio > Applications. Service Management displays a list of applications.

Select the portfolio record that you want to edit.

To filter the record list, click the Add filter button. For more information, see Filters.

Click the application identifier in the ID column to display the selected record, or click Edit in the application preview panel.

Select the Roadmaps tab.

Under the Records section, click

New.

Enter the roadmap title and click Save. Or, click Save & add another if you want to add another roadmap.

The new roadmap is displayed in both Charts and Records section of the application's Roadmaps tab.

(Optional) To make a roadmap active, select the roadmap and click Activate.

To edit the roadmap details, click the roadmap title. In the roadmap record displayed, edit the following.

Tab	Description
General	Displays the roadmap title. To add an attachment to the record, click Add under the Attachments section.
Milestones	Displays the milestones of the roadmap. To add a milestone, do the following: Click New Milestone. In the New milestone dialog box, add the following information: Title. Enter a title for the milestone. Date. Specify a date that the milestone should be completed. Click Save when you are finished or Save & add another to add another milestone.
Phases	Displays the phases of the roadmap. To add a phase, do the following: Click New Phase. In the New phase dialog box, add the following information: Title. Enter a title for the phase. Start date. Specify a date that the phase will start. Finish date. Specify a date that the phase will finish. Click Save when you are finished or Save & add another to add another phase.
Discussions	Displays any relevant conversations about the selected proposal. For more information about discussions, see Discussions.
History	Displays changes to the selected proposal. For more information about history, see History.