Skip to content

Knowledge Base

← Suggestion Box for Roadmap

  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 collision alerts

  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. Collision alerts & reporting
    4. Custom attribute field limits / specs
    5. Project-level 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. Browser Support →

    1. Supported browsers

  20. 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

Feedback and Knowledge Base

(thinking…)