Many people keep roadmaping information in Excel or another spreadsheet tool. These roadmaps are straightfoward and convey basic information.

Before Migration

The image below is a typical Excel roadmap where time is measured by using coloured columns against a calendar at the top.

These roadmaps are easy to bring into Roadmunk.

Migration Steps

To migrate a dataset like the above into Roadmunk there are several key changes that are needed.

It is suggested only doing this on a copy of any excel dataset and not the original.

Step 1: Identify the information

The above image has several data pivots including:

  1. The tasks being tracked
  2. The owner of the task
  3. The months that the task is being completed in
  4. The colour of the task to indicate status

In Roadmunk, each of these items needs to be kept in a separate column.

Step 2: Format the data

Begin by separating the information into separate columns. In this case, the following dataset would change from

to appear as

Summary of changes:

  • There is now a column which identifies the status of each item
  • There is now a column which identifies the owner of each item

Part 3: Add real dates

The roadmap must be given real dates to draw information from, instead of using coloured cells or formulas. These dates should be recorded as numbers in excel. It is important to format the date cells so that they all appear uniform. Change this

to this

Summary of Changes:

  • Instead of showing the start date and end date as a range with a coloured cell, there are real dates in columns labelled Start Date and End Date.
  • The two date columns are both formatted to contain date information and the data is uniform in its appearance

Note: Roadmaps do not always contain certain dates. For the purpose migration is is essential to assign dates to items.

Part 4: Remove extra cells

Removing the header lines for the dates and months and owners can now be done. The result will appear as below:

Also remove the owner names from above the items, remove extra line breaks, and use the column header Item to indicate the items, as follows:

Summary of changes

  • Items are now listed in one continuous columns
  • All column header terminology now matches Roadmunk's required terminology
  • There are no more empty or extra header lines in the spreadsheet

Part 5: Import to Roadmunk

Save the Excel file as a CSV in the Save As menu and the resulting file can be used to import to Roadmunk.

The full Roadmunk Import Guide is also available for more information on this.

Video Tutorial

[coming soon...]

Did this answer your question?