Roadmap

The Roadmap shows your projects as bars on a timeline, so you can see what's running now, what's coming up, where projects overlap, and who's working on each one. Click Reports in the sidebar and choose Roadmap.

Reading the Roadmap

• The timeline spans 13 weeks: the six weeks before this one, this week, and the six weeks after. Weeks begin on the day set in your preferences (see Your Profile and Preferences).
• A green line marks today. It crosses every bar, so you can see how far along each project is.
• Each project is a bar running from its start date to its end date, with both dates along its top.
• Projects in progress are at the top, raised on white: the client's name on a client project, the project's name and description, and the photos of up to eight people on it. Projects that haven't started yet come next, then projects that have ended. Both lie flat, with just their name.
• A bar that runs past the edge of the timeline has an arrow on that date, like ← 14 Aug or 2 Dec →.
• A project too short to hold its name shows its name and dates beside its bar.
• Click anywhere on a project's bar to open it.
• ← Prev 6 weeks and Next 6 weeks → move the timeline, and the Today button between them, which shows today's date, brings you back to the current weeks. On the keyboard, use the left and right arrow keys, and Shift+D for today.
• On a narrow screen, the timeline scrolls sideways and opens on today.

The Roadmap shows active projects you can see that have both a start date and an end date. Until at least one project has dates, it shows Welcome to the Roadmap.

Adding start and end dates

1. Open the project, click ••• at the top right, and choose Project settings
2. Under General, set Starts and Ends. Pick one date and the other fills in with the next day (or the day before), so change it to the real date. A project needs both dates, or neither
3. Click Save changes

To take a project off the Roadmap, click Remove dates under the date fields and save.

The project's page then shows its dates in the bar at the top, beside its health when that's switched on. While the project is in progress, a small meter fills up to today; before it starts, it says how many days until it does, and after, Ended. Click it to open the Roadmap.

You can also change dates on the Roadmap itself: click the start or end date at the top of a project's bar, pick a new date, and click Save. If you move the start past the end, the end moves to the next day.

Anyone on the team with access to a project can change its dates, unless an admin has turned on Restrict who can edit project details. Then only owners, admins, and the person who created the project can, and for everyone else the dates on the project's bar can't be clicked. See Permissions.

Markers

Markers call out dates that matter to everyone, like a launch or an office closure. Each one is a labeled flag above the timeline with a thin blue line down through the weeks, and everyone who can see the Roadmap sees it.

Owners and admins can add markers:

1. Click Add marker at the top right of the Roadmap
2. In Add a marker to the roadmap, type a Title and choose a Date
3. Click Save

To change a marker, an owner or admin clicks its label on the Roadmap, edits it, and clicks Save, or clicks Remove marker to delete it.

Who can see the Roadmap

The Roadmap is one of the reports, so owners, admins, and members can see it. Clients can't, though they do see a project's dates on its page.