UAF Plugin 19.0 LTR SP1 Documentation


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Creating Project Roadmap diagram

When you choose to create Project Roadmap diagram, the Project Roadmap Creation Wizard opens.

To create a Project Roadmap diagram


  1. Right-click the Project Roadmap Package and select Create Diagram > Project Roadmap.
  2. Follow the steps of the Project Roadmap Creation Wizard.
  3. Click Finish when you are done.

If you do not wish to use the Project Roadmap Creation Wizard next time, clear the Show the wizard next time, when I create Project Roadmap check box.

To create a Project Roadmap diagram manually when Project Roadmap Creation Wizard is disabled


  1. Right-click the Project Roadmap Package and select Create Diagram > Project Roadmap.
  2. Type the diagram name.

  3. Press Enter.
    The blank Project Roadmap diagram is created.

To restore the usage of the Project Roadmap Creation Wizard


  1. Select Options > Environment.
  2. In the Environment Options dialog select the UAF options group.
  3. In the General properties, set the Show PV-2/AcV-2/NPV-1 Creation Wizard each Time Creating New Chart property value to true.


Adding Actual Projects

To add a new Actual Project


  1. On the Project Roadmap diagram toolbar, click Add New > Actual Project. An empty line for the newly created Actual Project appears on the diagram pane.
  2. Specify a time frame for the Actual Project.


To add an existing Actual Project


  1. On the Project Roadmap diagram toolbar, click the Add Existing button.
  2. In the Select Actual Project dialog, select an Actual Project (or several Actual Projects) and click the + button.
  3. Click OK when you are done.
    An Actual Project appears on the diagram pane.

Adding Actual Sub Projects

To add a new Actual Sub Project


  1. Select the Actual Project for which you want to create an Actual Sub Project.
  2. Do one of the following:
    • On the Project Roadmap diagram toolbar, click Add New > Actual Sub Project.
    • Right click Actual Project and select Add new Actual Sub Project.
  3. An empty line for the newly created Actual Sub Project appears on the diagram pane.
  4. Type its name
  5. Specify Start Date and End Date for the Actual Sub Project.

When the Actual Sub Projects are created, the parent Actual Project time frame combines the time frames of all its Actual Sub Projects automatically.


Adding Actual Project Milestones

To add an Actual Project Milestone in Project Roadmap diagram


  1. Select a project.
  2. Do one of the following:
    • On the diagram toolbar, click Add New > Actual Project Milestone.
    • right-click a Project and click Add new Actual Project Milestone.
  3. Select one of the available milestone kinds:
    • In Service
    • Deployed
    • No Longer Used
    • Out Of Service
    • Other
  4. Follow the steps of the Actual Project Milestone Creation Wizard.
  5. Click the Finish button when you are done.

Editing Project Status

To edit the Project Status in Project Roadmap diagram


  1. On the diagram pane, right-click the milestone and select Edit Status.

    If the milestones overlap, from the shortcut menu select Edit Status and then select the proper milestone for which you want to edit the status.

    The Project Status Application Wizard step 2 opens.

  2. Edit the Project Status in the following way:
    a) Select desired project thread in the Project Thread area.
    b) Define selected project thread in the Status Indicator area.

Relating Actual Projects

You can relate projects to a sequence using the following relation types:

  • Finish to Start. Target project cannot start earlier than the source project finishes.
  • Start to Start. The target project cannot start earlier than the source project starts.
  • Finish to Finish. The target project cannot finish earlier than the source project finishes.
  • Start to Finish. The target project cannot finish earlier than the source project starts.

You can change project dates by moving a project across the timeline. The Actual Project Sequence validation rule is executed while changing the related project dates. If dates in the project sequence violate the rule, the relation is highlighted in red.


To relate Actual Projects


  1. Select two Actual Projects.
  2. On the diagram toolbar, click Relate.
  3. Select the relation type:
    • Finish to Start
    • Start to Start
    • Finish to Finish
    • Start to Finish


To remove the relation between Actual Projects


  1. Select two related Actual Projects.
  2. On the diagram toolbar, click Relate.
  3. Select None.


To resolve the incorrect project sequence 


  1. Right-click the highlighted relation and click Validation.
  2. Select one of the suggested solutions.

    If you change dates of an Actual Project containing Actual Sub Projects, the Actual Sub Project dates change correspondingly.

Deleting Actual Project Milestones

To delete an Actual Project Milestone


  • In the diagram pane, right-click an Actual Project Milestone and select Delete.

Deleting Actual Projects

To delete an Actual Project from the chart


  1. Select an Actual Project.
  2. On the diagram toolbar, click the Delete From Chart button.


To delete an Actual Project from the model


  1. Select an Actual Project.
  2. On the diagram toolbar, click the Delete button.

Removing Project Status

To remove the Project Status


  1. In the diagram pane, right-click an Actual Project Milestone and select Edit Status. The Project Status Application Wizard step 2 opens.
  2. In the right bottom corner of the Preview area, click Remove project status indicating mark.
  3. Click Finish when you are done.
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