Microsoft Project Roadmap was officially released in January 2019 and made available to all Project Online customers. Here at Wellingtone, we have been making good use of Roadmap, and so could you! So, read on to find out what it is, how you can switch it on and importantly how it’ll make it easier to get a better view of your organisation’s projects in one place! 

What is Microsoft Project Roadmap? 

The chances are that you often get requests from colleagues asking for a high-level timeline of your projects or programmes, asking for a breakdown of the summary tasks and milestones. You then painstakingly attempt to create this using PowerPoint, Excel or even Microsoft Paint. This is a time-consuming process; however, Microsoft Project Roadmap essentially automates this process.  

Through Roadmap, you can link your active projects and create these views in a matter of minutes. Currently, you can pull in data from Microsoft Project Online, Project for The Web and Azure Boards (DevOps). We may at some point also see support for third-party services like Jira. 

Once your projects are connected, you can pull in summary tasks, tasks and milestones and set their statuses. The audience then has access to a ‘live’ high-level view of workstreams, projects, and programmes on a single screen. 

Different screenshots of Microsoft Roadmap

How can I switch on Microsoft Project Roadmap? 

Switching on Microsoft Project Roadmap only takes a few seconds (with the correct privileges), so ask your friendly Office 365 Admin to: 

  1. Go to the Microsoft 365 Admin Centre(https://admin.microsoft.com/Adminportal
  2. Then to‘Org Settings’ within the Settings menu (https://admin.microsoft.com/Adminportal/Home?source=applauncher#/Settings/Services
  3. Navigate to ‘Project’ and simply tick the box to ‘Turn on Roadmap’ for your organisation
  4. Switch to Microsoft Roadmap Note that for those wanting read/write access, you will require Project Plan 3 or Project Plan 5. 

How do I create a New Project Roadmap? 

Creating a new roadmap is very straight forward! Simply head to https://project.microsoft.com and Select ‘New Roadmap’ from within the dropdown next to ‘+ New blank project’: 

Create a new Project Roadmap

This will open Roadmap, within which the next steps are signposted:

How to Create a Project Roadmap

Once you’ve added a row, you need to connect to a project and don’t forget to give the Roadmap a name!

How to Create a Project Roadmap

Enter in the projects name, or scroll down the list:

Connect to a Project

Depending on whether you add a project from ‘Project Online’ or ‘Project for The Web’ the way in which you add items to the views will differ.

With Project for the Web, you’re presented with a list of all of the available tasks within Roadmap itself, and you simply have to tick the items to display:

Project for the Web and Project Roadmap

If you’re pulling in tasks from Project Online, you have two options available. Firstly, you can simply search for the tasks by name and add them in:

Add items to Microsoft Roadmap

Secondly, you can add tasks to the Roadmap from within the schedule itself in PWA by selecting the task(s) and then clicking on the ‘Add to Roadmap’ button found within the Ribbon menu:

Task options in Microsoft Roadmap

Once the tasks are visible on Roadmap, you can then start setting statuses, to do this simply click on the task itself which opens up the status menu:

Task Visibility in Microsoft Roadmap

How can I share my Microsoft Project Roadmap?

Once you’ve completed your roadmap it can be shared using Office Modern Groups. You can choose to share the roadmap with an existing Modern Group that you might be working with.

How can I share my Microsoft Project Roadmap

Recently, Microsoft also released a Roadmap app in Microsoft Teams. This app makes it easier to visualise the statuses in one place, through an integrated experience.

Microsoft Roadmap app in Teams

Microsoft Roadmap in Teams

Next Steps

If you would like to learn more about Microsoft Project/Roadmap or want to discuss how Wellingtone can help you to work smarter then please contact us.

Watch the companion webinar

Discover how you can visualise your projects and other work initiatives from across Microsoft Project Online, Project for The Web and Azure Boards in just a few clicks in a single view.

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