Configuration, Development or Creation of a Roadmap in Instantis EnterpriseTrack
(Doc ID 2254619.1)
Last updated on NOVEMBER 09, 2022
Applies to:
Instantis EnterpriseTrack Cloud Service - Version 8.7 and laterInstantis EnterpriseTrack - Version 8.7 and later
Information in this document applies to any platform.
Goal
- How is a new Roadmap created in Instantis EnterpriseTrack
- How to Configure all the parts of a Roadmap
- Can Roadmaps be copied and changed for use with a new name
Solution
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In this Document
Goal |
Solution |
Configuring Roadmaps |
Activity Sub Types |
Creating Activity Sub Types |
Activity Templates |
Creating Activity Templates |
Editing Activity Templates |
Copying Activity Templates |
Deleting Activity Templates |
Adding Tasks to Activity Templates |
Adding deliverables, activities, and tasks |
Editing Activities and Tasks |
Working with WBS Roadmaps |
Creating Roadmaps |
Editing Roadmaps |
Copying Roadmaps |
Deleting Roadmaps |
Changing Roadmap Status |
Integration with MS Project Import and Export |
Changing Roadmaps Assigned to a Project |
Working with Non-WBS roadmaps |
Creating a Non-WBS Roadmap |
Editing a Non-WBS Roadmap |
Deleting a Non-WBS Roadmap |
Changing the Non-WBS Roadmap Status |
Adding Activity Templates to a Roadmap |
Associate Roadmap with Project Types |
Adding a Project Type |
Editing a Project Type |
Resource Assignment Types |
Adding a Resource Assignment Type |
Editing a Resource Assignment Type |
References |