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Roadmap part
Updated over a year ago

Roadmap - is a part available for all your templates.

If you don't want to use it, you can disable part on template part settings:

Items get into a roadmap when

1) For recurring items: when at least one of recurring fields is filled in:

  • Recurring budget,

  • Quantity,

  • Period,

  • Effective,

  • Cancellation.
    All recurring fields are marked with a refresh sign.

2) For non-recurring items: user must specify the Budget.

- When only the Budget is specified: item get into Unscheduled section under the years.

- When the Budget and the Year are specified: item get into Unscheduled within a year section under the Quarters.

- When all three fields are specified: item get into needed Year and Quarter section.

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