The roadmap in Perno Company gives your team a shared view of project schedules. You can set start and target end dates, review projects on a timeline, and filter the view by client to keep track of upcoming work and deadlines.
How to manage the roadmap in Perno Company
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Select Perno Company.
Open the Context menu in the top-right corner and select Perno Company.
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Open the roadmap.
In the left-hand menu, expand Task management and select Roadmap. Use the Project roadmap tab to view project schedules.
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Schedule a project.
Click + Schedule a project in the top-right corner. If the roadmap is empty, you can also use the Schedule a project button in the centre of the page.
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Select the project and enter its dates.
Complete the required fields:
|
Field |
What to enter |
|
Project |
Search for and select the project you want to display on the roadmap. |
|
Start date |
Enter the planned start date or select it using the calendar icon. |
|
Target end date |
Enter the planned completion date or select it using the calendar icon. |
Choose dates that reflect the team’s planned delivery schedule.
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Save the schedule.
Click Save roadmap dates. To leave the form without saving your changes, click Cancel.
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Review the project on the timeline.
Return to Company roadmap. The scheduled project appears as a horizontal bar spanning its start and target end dates. Its row also shows the project name, client, status, and task count. A red Today line marks the current date.
The summary cards above the timeline show:
|
Card |
What it shows |
|
On the roadmap |
The number of projects on the roadmap. |
|
Active projects |
The number of active projects. |
|
Ending within 30 days |
The number of projects with upcoming target end dates within 30 days. |
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Filter the roadmap by client.
Use the Client field to search for a company by name, select the relevant client, and click Apply. Use Clear to reset the filter.
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Update a project’s dates.
Click the blue calendar-and-pencil icon at the right-hand end of the project row. Adjust the Start date and Target end date, then click Save roadmap dates. The shared timeline updates to reflect the revised schedule. -
Deleting a project
Use the red calendar-with-an-X icon button to delete a project.
Review the roadmap regularly and update project dates when plans change so the team can work from the current schedule.