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Configuring, Development Or Creation Of Roadmap In Instantis EnterpriseTrack (Doc ID 2254619.1)

Last updated on SEPTEMBER 11, 2018

Applies to:

Instantis EnterpriseTrack Cloud Service - Version 8.7 and later
Instantis EnterpriseTrack - Version 8.7 and later
Information in this document applies to any platform.

Goal

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


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