The Global Roadmap page in Lifecycle Manager gives you a centralized view of initiatives scheduled across all clients, so that they can be viewed in one location.

To access the page, hover over Global in the top navigation bar and click Roadmap.

Filtering the list

To narrow the list, use the filters at the top of the Global Roadmap page.

1. Year: Select a calendar year to display initiatives scheduled within that year.
2. Show not scheduled: Enable to include initiatives that have not been scheduled yet.
3. Clients: Click to open a searchable modal. Check the boxes beside each client to include their initiatives in the list.
4. Status: Filter by initiative status.
5. Priority: Filter initiatives by priority level.

Reviewing the initiative list

The top of the list displays the selected year and the number of initiatives currently shown.

Each initiative is listed with the following columns:

• Client - The client associated with the initiative. Clicking the client name brings you directly to their client dashboard.
• Initiative - The name of the initiative. Clicking this will open the initiative so it can be edited.
• Goals - Any goals that the initiative is associated with.
• Scheduled - The quarter the initiative is scheduled for within the selected year. Click the dropdown to adjust the quarter.
• POC - The internal point of contact assigned to the initiative.
• Status - The initiative's current status. Click the dropdown to change the status of the initiative.
• Priority - The assigned priority level. Click the dropdown to raise or lower the initiative's priority.
• One-time fees - Any one-time costs tied to the initiative.
• Recurring fees - Any ongoing costs tied to the initiative.
• PSA ticket - A link to the associated PSA ticket, if available.
• PSA Opportunity - A link to the PSA Opportunity, if one is associated.