For more details on available features in other plans, click here.
In this Article:
- Introduction to Master Roadmapping
- Setting Up Master Roadmaps in Roadmunk
- Managing Master Roadmaps in Roadmunk
Introduction to Master Roadmapping
The power of Roadmunk's Master Roadmapping feature means you can get a bird's eye view of what's happening across your entire organization so you can align strategy across all departments and stakeholders.
Master roadmapping works by rolling up two or more source roadmaps into a single master roadmap. You can create a Master Roadmap as a Timeline or a Swimlane so it fits your workflow.
When you create a Master Roadmap, you can select any or all of your roadmaps as the source. For each source roadmap, you select the view you want to roll up. Only the items in that view will be rolled up. If you want to roll up all the items in a roadmap, select the All Data view.
Automatic data sync between master and source roadmaps
Changes made to a Master Roadmap are propagated to its source roadmaps, and changes made to the source roadmaps are rolled up into the master. This means data in both the master and the sources is automatically and effortlessly kept in sync.
Working with Common Fields & Account Fields
Fields in Roadmunk are shareable so that the same field can be used in more than one roadmap in the account. Having fields at the account level instead of at the roadmap level allows organizations to agree on a list of standard fields to be used across all roadmaps instead of creating duplicates for each individual roadmap. Some examples of these fields are Owner, Status, and Category.
To encourage the use of standard fields, Roadmunk allows Account Admins to promote any Roadmap field to Account Fields to promote their use and make them easily accessible by users when they add fields to their roadmaps.
Using Account fields consistently is key to getting the most out of master roadmapping because it allows organizations to achieve smooth and logical vertical alignment of their data up from source roadmaps to masters and, conversely, down from masters to sources.
Setting Up Master Roadmaps in Roadmunk
Master roadmapping works by rolling up views from two or more source roadmaps into a single Master roadmap. To learn more about Master roadmaps, how they work, and why you need to create them, go to Master roadmapping in the Quick Guide.
Creating the Master roadmap
Like a regular roadmap, you create a Master roadmap from your Roadmap Home.
- Click the NEW button at the top of the Roadmap Home navbar.
- In the dropdown, click New Master.
3. In the Create Master dialog, enter a name (Title) for the Master Roadmap (for example, Product Status Master).
4. Select the Master roadmap's Fiscal Year-End.
TIP: For a Calendar year-end, select December 31st. For a Fiscal year-end select the corresponding end-of-month date. For more on roadmap year-ends and why they matter, see Create a new roadmap from scratch.
5. Select the Master roadmap's visualization type: Swimlane or Timeline.
TIP: You can choose either visualization type for the Master regardless of the views you select as sources. For example, you can roll up Timeline views into a Master Swimlane or vice versa.
6. Click Create.
The new Master roadmap is created and added to the list in your Roadmap Home Masters tab.
Here's a snapshot of what your new Master roadmap might look like.
You'll see that Master roadmaps have a Sources icon on the View navbar in addition to Filter, Format, and Export. The Sources panel is open by default and lists the roadmaps you're able to select as sources for the Master.
NOTE: Only roadmaps that you own or have been shared with you as an Editor can be selected as sources (see Who can create Master roadmaps? at the end of the article).
Selecting the Source Roadmaps
- In the Sources panel, select two or more roadmaps that you want to roll up into the Master.
- To select all the listed roadmaps, click Select All.
- To clear your selection, click Clear.
Selecting the Source Roadmap Views
When you select a source roadmap in the Sources panel, a dropdown appears below with All Data selected by default. Leaving the selection as is will roll up all the items in the source roadmap into the Master. If you only want to roll up a subset of the items, select the roadmap view with the appropriate filters.
- Click to open the roadmap's dropdown.
- In the dropdown, select the roadmap view you want to roll up.
- Select a view for each of the remaining source roadmaps, following the same steps.
4. Click the Sources icon to close the panel.
Applying Filters to a Master Roadmap
Even if you've chosen to roll up views with a filtered data set, you can further filter items in a Master roadmap by applying filters the same way you do to regular roadmaps. For detailed help on applying filters, go to Filter items.
Who can create and own Master Roadmaps?
To create a Master roadmap in Roadmunk you must be a Collaborator. Collaborator is one of the three user roles in Roadmunk.
Every Master roadmap in Roadmunk has an Owner. The person who creates a roadmap automatically becomes its Owner.
As a Master roadmap Owner, you have special permissions that no other user has. You can edit, rename, duplicate, and delete your Master roadmaps. You can share your Master roadmaps with other users and change sharing settings any time. Finally, you can reassign ownership of a Master roadmap to another Collaborator.
Who can you share your Master roadmaps with?
You can share a Master roadmap with both Collaborators and Reviewers, but only as Viewers. Viewers with a Collaborator role can duplicate a shared Master roadmap in addition to viewing it. Viewers with both Collaborator and Reviewer roles can export the Master roadmap view to a PNG or HTML file.
Managing Master Roadmaps in Roadmunk
Like regular roadmaps, Master roadmaps can be renamed, duplicated, and deleted. There are two ways you can manage a Master roadmap: from your Roadmap Home and from the roadmap itself.
Renaming a Master roadmap
From your Roadmap Home
1. If you're not already in your Roadmap Home, click the Home icon on the upper-left corner of the application screen.
2. In the Roadmap Home navbar, click Masters.
3. In the Masters tab, select the Master roadmap you want to rename.
4. On the Masters tool bar, click the Rename icon.
TIP: If the icon is grayed-out, you don't have permission to rename the Master (see Who can rename, duplicate, or delete a Master roadmap? below).
5. In the Master Properties dialog, enter a new name (Title) for the Master.
6. Click Save.
From the Roadmap
1. On the Roadmap navbar, click to open the Master Roadmap dropdown.
2. In the dropdown, select Rename Master.
TIP: If the selection is grayed-out, you don't have permission to rename the Master (see Who can rename, duplicate, or delete a Master roadmap? below).
3. In the Master Properties dialog, enter a new name (Title) for the Master.
4. Click Save.
Duplicating a Master roadmap
From your Roadmap Home
1. If you're not already in your Roadmap Home, click the Home icon on the upper-left corner of the application screen.
2. In the Roadmap Home navbar, click Masters.
3. In the Masters tab, select the Master roadmap you want to duplicate.
4. On the Masters tool bar, click the Duplicate icon.
TIP: If the icon is grayed-out, you don't have permission to duplicate the Master (see Who can rename, duplicate, or delete a Master roadmap? below).
5. In the Duplicate Master dialog, enter a new name (Title) for the duplicate Master.
6. If you want copy the original Master's sharing settings to the new Master, select the Share it with the same people checkbox.
TIP: To learn more, see What happens to data and sharing settings in a duplicated Master? below.
7. Click Duplicate.
From the Roadmap
1. On the Master Roadmap navbar, click to open the Roadmap dropdown.
2. In the dropdown, select Duplicate Roadmap.
TIP: If the selection is grayed-out, you don't have permission to delete the Master (see Who can rename, duplicate, or delete a Master roadmap? below).
3. In the Duplicate Master dialog, enter a new name (Title) for the duplicate Master.
4. If you want copy the original roadmap's sharing settings to the new roadmap, select the Share it with the same people checkbox.
TIP: To learn more, see What happens to data and sharing settings in a duplicated roadmap? below.
5. Click Duplicate.
What happens to data and sharing settings in a duplicated Master?
Data
Data in the original Master is copied to the new Master as follows:
- The items rolled up into the Master from the source roadmaps and views
- The Master's single view, including the associated visualization, filter set, and data pivots
Sharing Settings
Sharing settings in the new Master are as follows:
- The user who duplicates a Master becomes the Owner of the new Master.
- If the Share it with the same people option is selected when duplicating the Master, the new Master inherits all Viewers from the original Master.
- If the option is NOT selected, the only user with access to the new Master is the Owner, as explained in item 1 above.
Deleting a Master Roadmap
From your Roadmap Home
1. If you're not already in your Roadmap Home, click the Home icon on the upper-left corner of the application screen.
2. In the Roadmap Home navbar, click Masters.
3. In the Masters tab, select the Master roadmap you want to delete.
4. On the Masters tool bar, click the Delete icon.
TIP: If the icon is grayed-out, you don't have permission to delete the Master (see Who can rename, duplicate, or delete a Master roadmap? below).
5. In the Delete Master dialog, click Delete it. To cancel the deletion, click Cancel.
WARNING: Deleting a Master is permanent and cannot be restored. Anything associated with this Master will be deleted. Source roadmaps and their items will be unaffected.
From the Roadmap
1. On the Roadmap navbar, click to open the Master Roadmap dropdown.
2. In the dropdown, select Delete Master.
TIP: If the selection is grayed-out, you don't have permission to delete the Master (see Who can rename, duplicate, or delete a Master roadmap? below).
3. In the Delete Master dialog, click Delete it. To cancel the deletion, click Cancel.
WARNING: Deleting a Master is permanent and cannot be restored. Anything associated with this Master will be deleted. Source roadmaps and their items will be unaffected.
Who can rename, duplicate, or delete a Master roadmap?
Only the Owner of a Master roadmap can rename or delete it. If a Master roadmap has been shared with you, you have View-only access and can only duplicate it.