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Configuring roadmap in Strategic Planning › Configure › Portfolio Planning in Strategic Planning Workspace › Strategic Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a custom theme for roadmap

Customize roadmap bar colors to align with your organization’s branding guidelines and maintain visual consistency.

Before you begin

Role required: admin

About this task

The roadmap applies the colors defined in the UI theme’s Alert and Grouped options.

Procedure

  1. Navigate to All > Now Experience Framework > Theme Management > Theme Builder.

  2. From the Theme Builder Home page or Editor page, select Create a theme.

    The theme creation wizard opens.

  3. On the Before we get started window, select Continue.

    Complete the following steps for each screen in the wizard.

    Note:

    • Only the step 1 (Naming your theme) is required to create a theme.
    • Configuring items in steps 2–8 (such as primary, secondary, and neutral colors, company logo, additional colors, fonts, and corner shapes) doesn’t affect roadmap bar colors.
On this wizard screen...Perform these steps...
Step 1 of 9 First, let’s name your theme
  1. Enter a name for your theme in the Theme name field.
  2. (Optional) Enter a brief description for your theme in the Description field.
  3. Select Next to continue.
    Image omitted: create-roadmap-theme-step1.png
    Create custom roadmap theme step1.</li>
Step 2–8 of 9 - Step 2: What's your brand's primary color - Step 3: Do you want to add a secondary color - Step 4: Now, choose a neutral brand color - Step 5: Do you want to add any additional colors - Step 6: Next, let's add your company logo - Step 7: Which font would you like to use - Step 8: Almost done. Choose the corner shape you prefer.
  1. (Optional) Choose the primary color, secondary color, neutral color, add any extra colors, company logo, font style, user interface corner shapes for your organization on the respective screens.
  2. Select Next to continue until you reach step 9.
    Image omitted: create-roadmap-theme-step2.png
    Create custom roadmap theme step2.</li>
Finally, review your selections.
  1. Review all configured items (colors, logo, font, and shape).
  2. Select Create theme to finalize.
    Image omitted: create-roadmap-theme-step9.png
    Create custom roadmap theme step9.</li>
  1. On the Theme Builder page under Global styles, select Color icon (
Image omitted: theme-builder-color-icon.png
Theme builder color icon.\) to configure colors for your roadmap bars.
Image omitted: custom-theme-color-icon-option.png
Color option in creating a theme.
  1. Under UI colors, in the Show option, select All colors
Image omitted: custom-theme-ui-colors-all-colors-option.png
All colors option in creating a theme.

  1. Configure Alert colors.

    1. Under UI colors, select Alert.

    2. Configure colors for the following required alert options.

      • Alert Critical
      • Alert High
      • Alert Warning
      • Alert Moderate
      • Alert Info
      • Alert Positive
      • Alert Low
Image omitted: updating-roadmap-alert-colors.gif
Customizing alert colors for roadmap.

  1. Configure Grouped colors.

    1. Under UI colors, select Grouped.

    2. Configure colors for the following required groups.

      • Grouped Blue
      • Grouped Brown
      • Grouped Gray
      • Grouped Green
      • Grouped Green
      • Yellow Grouped
      • Magenta Grouped
      • Orange Grouped
      • Orange Grouped
      • Pink Grouped Purple
      • Grouped Teal
      • Grouped Yellow
Image omitted: updating-roadmap-grouped-colors.gif
Customizing grouped colors for roadmap.

What to do next

Publish your custom theme so that you can apply it to your roadmap. For details, see Publish a custom roadmap theme.