Product Portfolio Roadmap

jharding

Hello,

I am looking to create a product roadmap with multiple products, like the example in the smartsheet article (https://www.smartsheet.com/content/product-roadmap-templates?srsltid=AfmBOooTN8xDXu3NfP8NF_sVzeZwSxnvT3nQp9F1FOrH-UhZ93uRI1TD)

I have a sheet that has Description, product (Product A, Product B, Product C, etc.) and Phase (Planning, Beta, Pre-Launch, In Market, Supporting). My thought is to use Card or Board view, with View by Phase (columns). How did the example above, which looks like a Smartsheet view, group by product? I don't see any other settings or configurations where that would be possible. I also tried with each product on its own sheet and it still didnt work.

jmyzk_cloudsmart_jp

Hi @jharding

I do not think Smartsheet supports two-dimensional cards or board views. You can only select a single dropdown list column as a lane setting.

So, the workaround I came up with is to display a product's features, like "Mobile support" and "Battery case", joining them delineated by CHAR(10).

https://app.smartsheet.com/b/publish?EQBCT=ede753da634945d19de2557eec7d25c7

For example, for the Planning Status or Stage, the formula collects the feature value of {Product Portfolio Roadmap : Feature} range whose product name matches [Product Name]@row and status matches "Planning".
Then, I applied conditional formatting to the Status columns.

=JOIN(COLLECT({Product Portfolio Roadmap : Feature}, {Product Portfolio Roadmap : Product Name}, [Product Name]@row, {Product Portfolio Roadmap : Status}, "Planning"), CHAR(10))

Formulas

[Planning] =JOIN(COLLECT({Product Portfolio Roadmap : Feature}, {Product Portfolio Roadmap : Product Name}, [Product Name]@row, {Product Portfolio Roadmap : Status}, "Planning"), CHAR(10))

[Beta] =JOIN(COLLECT({Product Portfolio Roadmap : Feature}, {Product Portfolio Roadmap : Product Name}, [Product Name]@row, {Product Portfolio Roadmap : Status}, "Beta"), CHAR(10))

[Pre-launch] =JOIN(COLLECT({Product Portfolio Roadmap : Feature}, {Product Portfolio Roadmap : Product Name}, [Product Name]@row, {Product Portfolio Roadmap : Status}, "Pre-launch"), CHAR(10))

[In market] =JOIN(COLLECT({Product Portfolio Roadmap : Feature}, {Product Portfolio Roadmap : Product Name}, [Product Name]@row, {Product Portfolio Roadmap : Status}, "In market"), CHAR(10))

[Supporting] =JOIN(COLLECT({Product Portfolio Roadmap : Feature}, {Product Portfolio Roadmap : Product Name}, [Product Name]@row, {Product Portfolio Roadmap : Status}, "Supporting"), CHAR(10))

I set columns like [Planning] and [Beta] to the multi-select dropdown lists to make the features look like a card.

Below is the sample data for the Product Portfolio Road Map.
Note: I set the Feature as a single-select dropdown list to make it one of the lanes in the card view.

https://app.smartsheet.com/b/publish?EQBCT=f8ab2182200749cfb97d661cb625f389

Since the 2-dimensional views are displayed using the formula, you can not edit them there. For example, you can not move items from Beta to Pre-launch.
You switch to card view to move the Product & Feature card to a different status.