Suggestion Box for Roadmap

Knowledge Base

  1. Getting Started + Tutorials 

    1. 1. Account Set-Up
    2. 2. Import Data / 3rd Party App Integration
    3. 3. Add or Configure Resources
    4. 4. Working With Projects
    5. 5. Resource Forecasting
  2. Browser Extension 

    1. Browser Extension & Add-On Overview
    2. Browser Extension Account Set-Up (for Account Owners)
    3. Download and Configure Chrome, Firefox & Safari Extensions
    4. Extension "®" is Missing, Not Working or Removed!
  3. Integrations - Basecamp 

    1. Enter resource forecasts in Basecamp
    2. Time tracking and Basecamp
    3. Basecamp projects are not syncing. Help!
    4. Connect / Disconnect Project with or from Basecamp
    5. Add Basecamp users or resources
  4. Integrations - GitHub 

    1. Overview: Roadmap Extension for GitHub
    2. GitHub Integration (set-up)
  5. Integrations - JIRA 

    1. Overview: Roadmap Add-On for JIRA
    2. JIRA Add-On is Installed, Now What?
    3. Add JIRA Users
  6. Projects 

    1. Project Dependencies
    2. Project status + health
    3. Customize Tab Views, Filters & Columns
    4. Delete projects
    5. How Project Percent Complete is Calculated
  7. Time Tracking 

    1. Enter, edit & report on actual time
    2. Timesheet approval
    3. Time tracking and Basecamp
    4. Import time logs from spreadsheet (Excel or CSV)
    5. Logged Time Dashboard widget
  8. Resource Forecasting 

    1. Enter Resource Forecasts in Basecamp
    2. Add holidays & vacations
    3. Resource I want to assign not available
    4. Part-time resources
    5. Resource's allocation showing higher or lower than expected
  9. API 

    1. API -- programmatic access to your account data
    2. Enable API & Obtain Identity Token
  10. Enterprise Edition (on-premise) 

    1. On-premise deployment environment
  11. Billable Rates & Project Budget 

    1. Billable rates and project budget
    2. Rate cards & blended rate calculation
    3. How Projected Time & Budget are Calculated
  12. Dashboard 

    1. Dashboard Widgets
    2. Dashboard Tab
    3. Dashboard View Sharing (with non-Roadmap users)
    4. Dashboard data is missing, help!
  13. User / Resource Management 

    1. Add individual users or resources
    2. Set project-level access to groups of users (user access group)
    3. Delete users & resources
    4. User permissions: how to set or edit
    5. Change or switch Account Owners
  14. Emails 

    1. Task Assignment Emails
    2. Dependency Emails
    3. Custom Notification "Trigger" Emails
    4. Status Report Emails
    5. Daily Agenda Emails
  15. Reporting 

    1. Export to Excel
    2. Custom Attributes => Custom Reporting
    3. Custom attribute field limits / specs
    4. Project-level time reporting
    5. Cross-portfolio time reporting
  16. iCalendar 

    1. Using iCalendar with Roadmap
  17. Plans / Payment 

    1. Cancel trial or paid account
    2. Change credit card, view invoices, designate billing contact
    3. Transfer Account Ownership
  18. Security, Data & Privacy 

    1. Change password
    2. U.S.-EU Safe Harbor Framework - October 6, 2015 Update
    3. Security, Data & Privacy FAQs
    4. Account Backup & Export to CSV
    5. Project-level access
  19. Release Notes 

    1. Release Notes - March 28, 2015
    2. Release Notes - March 31, 2015
    3. Release Notes - April 1, 2015
    4. NEW: Reporting Timeframes, Cross-Portfolio Burn Down Lists & More...
  20. Browser Support 

    1. Supported browsers
  21. All articles 

    1. Export to Excel
    2. Project Dependencies
    3. Using iCalendar with Roadmap
    4. Add individual users or resources
    5. Enter resource forecasts in Basecamp
    129 articles 

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