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Plan roadmaps › Portfolio Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Plan unscheduled items into roadmap

Add items without start or end dates yet to your portfolio plan or free-form roadmap.

Before you begin

Role required: sn_align_core.apw_user

About this task

Planning items that meet the criteria of your portfolio plan or free-form roadmap, but don’t have either the start or end dates are categorized as unscheduled items. As you progress in your planning, use the unscheduled items list to schedule these items into your roadmap timeline.

Procedure

  1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning and open your roadmap.
Roadmap typeNavigation
Portfolio plan roadmap
  1. From the Portfolio Plans tab, select a portfolio plan.
  2. From the Planning section, select Roadmap.
Free-form roadmapFrom the Free-form Roadmaps tab, select a roadmap.
  1. From the sidebar, select Unscheduled items (
Image omitted: unscheduled-items-icon.png
Unscheduled items icon.\).
  1. From the list of unscheduled items in the side panel, drag and drop a planning item at a place of your choice on the roadmap.
Image omitted: unscheduled-items.gif
Schedule unscheduled items.

Parent Topic:Planning roadmaps in Portfolio Planning