Program Roadmap template
Quarterly initiatives by workstream on one timeline, with the dependencies between them and a priority for each.
Program managers and PMO leads who own a portfolio of initiatives.
- 5 views
- 12 fields
- 4 groups
- 12 sample tasks
- 4 milestones
- 15 dependencies
- 6 dashboard widgets
- 5 workflow statuses
- 1 automation
Roadmap · Gantt view · opens first
What's included
A year of initiatives grouped by quarter, each with a sponsor, a priority and a dependency on the initiatives it cannot start before. The Gantt reads as swimlanes, the board reads as a portfolio by status, and the Impact view names which initiatives are hit when one slips. Built for the conversation a program board actually has: if the payments upgrade lands late, what else moves?
Views
- Roadmap (Gantt)
- Initiatives (Table)
- Portfolio board (Board)
- Impact (Impact Matrix)
- Dashboard
Task fields
- Status
- Timeline
- Owner
- Progress
- Impact
- Dependencies
- Est. effort
- Planned cost
- Actual cost
- Prioritycustom
- Sponsorcustom
- Benefit typecustom
Groups
- Q1 Initiatives
- Q2 Initiatives
- Q3 Initiatives
- Q4 Initiatives
Dashboard
- KPIs
- Trend line
- Upcoming milestones
- Tasks by status
- Group progress
- Budget & effort
Automation
- Notify when a task becomes overdue
5 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Not started
- In progress
- Blocked
- In review
- Complete
15 links, so a slip shows up where it lands
The longest chain in the template. Every link is real: the Gantt draws it, the Impact view scores it, and the simulator moves everything downstream when you delay a task.
- Payments platform upgradeQ1 Initiatives · feeds 2 tasks
- Data warehouse migrationQ2 Initiatives · feeds 3 tasks
- Compliance reporting automationQ3 Initiatives · feeds 2 tasks
- Legacy decommissioningQ4 Initiatives
- Year-end portfolio reviewQ4 Initiatives
Delay Payments platform upgrade and Depentra shows the 8 downstream tasks it reaches, the milestones that move, and by how many days, before anyone accepts the slip.
Dashboard: 6 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside Program Roadmap
Use the Program Roadmap template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 5 views are ready. Available on Standard and above.