![]() ![]() What has been your experience with the new Project Online feature Roadmap? Please let us know your opinion in a short comment below.įinal tip: Subscribe to the TPG Blog Newsletter now and never miss another blog post. We hope that the range of functions will be expanded soon, adding value to the tool and making it actually useful in the true sense of the word “roadmap”. Our tests have led to the following conclusion: at present, Project Roadmap is a very simple feature for the presentation of project parts from Project Online and Azure Boards. Our Conclusion on the Current Status of Project Roadmap Still, the services have to be activated first. Project Online Professional and Project Online Premium cover the licensing of this feature. CDS is required for the data transfer with Flow and needs to be running in the latest version. It may be that other directions appear indicating that further steps are necessary for the activation, such as the migration of CDS (Common Data Service). This means an administrator of your environment has to activate the feature in Settings – Services & Add-ins. To ensure the Roadmap feature works in your Office 365 project environment, it needs to be set up accordingly. Should you come up with the idea of making your own flows to populate the roadmap: while it is possible to view the configuration of the flows for the projects in your roadmaps, it is not yet possible to select the roadmap as the target for your own flows. This makes it possible to collect Office 365 data from various sources, compile them individually and deliver them to diverse target systems.Īt present, the user interface of the roadmap offers the sources Project Online and Azure Boards for a start. To make linking projects as flexible as possible in the future, Microsoft relies on Microsoft Power Automate in the background. Microsoft Power Automate in the Background This makes “owner” a rather misleading term with the current functionality. All members are currently able to change all bars, to add new bars and to delete items. However, this does not seem to come with a change of permissions for the projects in the roadmap, as we found out. You can assign any user from your own Office 365 environment. This is even possible when these “owners” do not own the project in Project Online or Azure Boards. It is possible to assign owners to projects who, for unknown reasons, do not have to be members of the O365 group assigned to the roadmap. You will be more flexible in the future, if you create a new group. So think twice before assigning an existing group. This is in keeping with the group concept of Microsoft but might not be apparent from the user interface of the roadmap. These users will not only be added to your roadmap but also to the O365 group you assigned to your roadmap. All members of the group are able to edit the entire roadmap.īy the way, it is impossible to change the assigned group later on!Īnd watch out: Be careful when adding users to a group by entering their names. You can choose from groups in which you are the group owner. Office 365 can create a new group for your roadmap or you can choose an existing group. The permissions of the roadmap are controlled via Office 365 groups. Our tip: If you desire the presentation of interfaces across several projects, this could be realized with the tool TPG ProjectLink for multi-project and program management with Project Online. of interfaces running directly across different projects. Hence, you will not be able to filter an overview e.g. Unfortunately, it is impossible to filter by projects or project rows at present. The filter provided allows you to filter project rows by owner. For a roadmap, this is somewhat poor – we find.įigure 8: Time scale of one year max Filtering Project Rows ![]() Turns out it is independent of the resolution and size, so it is always a year that is presented. ![]() This means that you can only view one year on your monitor without turning the page.Īre you thinking that must be the wrong monitor? So did we. Neither the width of the time units nor their labeling can be changed. The time scale can be set to weekly, bi-weekly or monthly. The new name will only appear in the details of an individual bar or project but not in the roadmap view. ![]() Yet in the case of subsequent changes in the source, they are not aligned in the roadmap. The same goes for the names of the bars that are taken over when the bars are first created. You also have the option to assign any desired name regardless of the original name of the linked project. The names of projects are only transferred when linking to the source, but they will not be updated in the case of changes. Figure 7: New command in Project Online for adding tasks to a roadmap Naming the Projects ![]()
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