Below is an explanation of some different roadmapping terms and special concepts that Roadmunk uses.
Bucket - A bucket is the Roadmunk term used to specify a time period for an item that does not use dates. A bucket can be something like 'soon' or 'future' or possibly 'never'. It can be used when importing data into a roadmap. A fuzzy time bucket will replace any start date and end dates set for an item.
Collaborator - This is a user who is able to edit and share a roadmap. Collaborators have permission to make any change to a roadmap except delete it.
Dataset - Roadmunk uses the term dataset to encompass all the information used in one roadmap. Users are not limited to just one dataset, because they can set up multiple roadmaps, but each dataset can be used to create multiple different visualizations.
Date - There are several dates to keep in mind with Roadmunk. Generally the calendar date and the fiscal year should not be confused though. Keep an eye out in all screens for an option to change or set dates.
Date header - These are the bars on the top of a timeline or swimlane which display the different date measures. There can be multiple date headers set to track multiple fiscal years alongside the standard calendar year.
Description - The description is a field which all items have which is a long form record of details. For very long form records, description fields can use Markdown language, which adds formatting options.
Export - This is a process by which Roadmunk users can take their information out of Roadmunk and use it in a number of different ways or show it to other people. Roadmunk offers multiple export methods, all detailed within this knowledge base.
Field - A field is a piece of information by which an item can be qualified. For example, if an item is the setup of a new mail server, one field might be the project lead for the assignment, and the values of that field would be the names of the individuals (or departments) who were project leads. Another field might be for status, and the values could range from planning, to in progress, to completed. The more fields that a roadmap has, the more ways there are to display and pivot information.
Filter - A filter is a way of reducing the number of items shown on a roadmap. Filters can be used as data pivot points and to create sub-roadmaps that roll up to master roadmaps. Filters stop even the largest roadmaps from appearing too cluttered.
Fuzzy Time - Fuzzy time is what Roadmunk calls the non-date specific means of tracking items. It allows for a date field to be set but without a specific start or end date. Fuzzy time dates can be displayed in the swimlane view.
Headers - A header is the information at the beginning of a piece of data that acts as a title. In the timeline view there are headers on the left side of the page that are pivoted against a timescale which is along the top of the page. In the swimlane view, both rows and columns have headers, and they are set however the user specifies.
Import - Importing is the process by which data is brought in to Roadmunk from another type of software. Importing is important for many users because it saves on the time that would be required to otherwise enter information directly into Roadmunk. There is a complete import guide available on this knowledge base.
Item - An item is the basic unit by which Roadmunk measures data. An item of information tends to be the thing that is being measured. For example, an item could be the setup of a new mail server and a second item could be the time required to test the server before making it available to the public. Each of these items will need fields in order to make the information more meaningful.
Key Dates - Key dates are the way that Roadmunk handles an event with more than two separate dates. Maybe a start date, an end date, and a release date, or anything else. (Note that this feature is not yet implemented, but it is coming soon)
Milestones - Milestones are the Roadmunk term for one time events that occur against a roadmap. A release, launch, board meeting or trade show could all be examples of milestones. They appear on the timeline view.
Owner - This is the permission given to the creator of a roadmap. There can only be one owner of a roadmap at any given time. Ownership can be transferred when setting roadmap permissions.
Permissions - A roadmap permission is what allows another collaborative user to either edit or view a roadmap. Each roadmap must have its permissions set with other account users.
Pivot - A pivot is a way of organizing information from the same dataset that allows for different ways of understanding. Pivoting is one of the most powerful features that Roadmunk offers as a tool. For example, pivoting a project by the project lead on the swimlane will convey different information than pivoting a project by time or a project by status. Additional pivots can be created through coloring schemes and item labelling. The more pivots a roadmap can produce, the more information it can convey.
Reviewer - This is a user who can only view roadmaps but cannot make any changes. A user can be a full collaborator but only have view access to a roadmap. Reviewers are able to make Comments on roadmaps.
Streams - Streams are the way that items appear on the timeline view. Each header or subheader will create its own stream, and if items conflict or clash within a stream, the stream can be split into two streams.
Subheaders- A subheader is like a header, but it only appears on the timeline view. It creates an additional data pivot for viewing things on a timeline by specifying a second header field through which to filter items.
Sub-roadmapping - This is the professional feature which lets team leads and executives roll up multiple roadmaps from their teams into a single high level overview. The best use case is when granular detail is not imperative but an overview is required to interpret when certain initiatives are. (Note that this feature is not yet implemented but it is coming soon)
Swimlane - a swimlane is Roadmunk's chart view which creates a grid structure by which to plot information.
Timeline - a timeline is Roadmunk's roadmap view which plots items in streams against a specified time.
View-Only - a roadmap that can only be viewed by a reviewer or that does not have collaborator access is considered view-only.