I'd like the ability to export or print a roadmap to PDF to make it easier to share for status reporting with non-Project users.
Hi everyone! Thanks for the feedback again.
I’ve broken this down into two general scenario requests and have some more questions.
Scenario 1) I want to share my Roadmap with a stakeholder but I don’t want them to have editing capabilities, or they might not even have a Project license. Follow ups – is this RO stakeholder a part of the team/group in the Roadmap?
Scenario 2) I want to export or print to share or present the Roadmap with (possibly outside) stakeholders (whether this is in PPT presentation or a physical printout). Follow ups – why not screenshot the view and put it in PPT or then print?
Thanks for your inputs!! We’re listening and thinking hard about your scenarios.
Scenario 1. I believe this is pretty much duplicated by another idea "Guest Access to Projects " at this link.
Scenario 2. We'd like to be able to print project plans (the schedule view mostly) to a PDF. For us the RoadMap is not as critical. Saving off projects periodically to PDF is a workable baseline and plan versioning method for us. It would be particularly useful if the print functionality allowed you to filter for a bucket.
I need to be able to copy the roadmap into email, powerpoint, or PDF for presentation to others outside my group/team or even organization
If I can wade in on this, as I have just started looking at tools for our organisation for Programme management. As an O365 and M365 client, I have 4 or 5 PMs who would use Project Plan 3 with some Plan 1 updaters.
However sharing that programme with senior managers and directors is essential. Why is the ability to view the project not extended to all of our E3 users to further cement the benefit of Microsoft to it's customers. By looking to licence 45 individuals to see the work of 5 is something that we can do cheaper elsewhere.
So the scenarios are spot on, but the commercialism of this is the key?
Is there any further update on this Team admin. You have the scenarios spot on. Something similar to the export and view features of Timeline would be great. Personally my business want to see level 2 milestones for the next year then level 1 beyond.
I would like to use this as a substitute for the PowerPoint plans on pages that float around with triangles and chevrons manually dragged around. Pain in the nexk to manage and detracts from keeping quality ms project plans sometimes. All in 1 place with engaging and shareable features would be brilliant. The power BI visualisations don’t help - something showing timeline is fundamental. PMO will like the what’s the number of at risk and owners - but they can get that from PO anyway.
I think it’s difficult for those with detailed plans spanning several years.
Please at least allow the ability to export to excel or PDF. It would be super helpful to be able to send a roadmap to senior stakeholders in a format other than a screenshot!
David Williamson commented
Could not agree more. Since one of the primary uses for roadmaps is external reporting/briefing, it seems the ability to print or export the roadmap should have been part of the MVP or at least high priority for the next release.
The admin's Follow Up comment to Scenario 2 to screenshot and paste does not work for any roadmap larger than one screen. Most roadmaps that include more than a handful of rows with connected projects and extend more than a year in duration will be too large to view on one screen.
Roger Manwaring commented
Need to be able to print the timeline view in Project For The Web.
Has to be a read only feature, that do not require a project license. Use case is .
1. generate the roadmap (me)
2. send link to management
3. Management can open roadmap, zoom, scroll and eventually print
Screenshots will definetely not work as our roadmap can easily cover 3 years which will require stiching of 10+ screen shots
Nice if I can maintain datavalidity by using realtime data for the viewer feature but an export featute will be acceptable.
David Dean commented
If you have a Power Bi license, you can connect the data through Power BI, publish it, and then export the report tabs to PowerPoint, PDF, or Print. I think this is the recommended path for the time being until they have more capabilities added to Project on the Web.
Martin Hansen-Nord commented
For this to be usable in our organisation, we would need to be able to export it to clients, for offline use. Whether it being version control, as a part of a official offer or the like, we cannot be dependant on being online.
I really hope this will be implemented soon.
Allen Price commented
Desperately need both scenarios. Any updates?
Kaare Moss commented
So after thinking hard about this for half a year, what is the status?
Is there any update on this item? When will the Roadmap be shareable either via web link or export for view-only access (by non-project users)?
David Gross commented
I cannot agree more. For this tool to gain usability, the option to share with read only permissions without a licensing constraint and to be able to PDF and/or export is a must. This will promote an enterprise usage of the tool.
This seems like a no-brainer. Why wasn't the ability to print/export/share a function?
In addition to exporting capability as stated by many here, I would like to be able to add the Roadmap to a SharePoint site (read only).
Asma Chaieb commented
We thought the roadmap would be the solution to replace the current roadmap that is done manually from collecting input from different project managers, and printed as an indication of most important milestones happening in a certain time within various projects, which helps everyone in the company to organize their ressources accordingly. Considering the amount of projects and individuals involved, it is impossible to screenshot it, it's litterally simpler and less time consuming to keep updating the template roadmap we have been using. Due to not being able to print this roadmap, we can't proceed with using this functionality.
Being able to export to PDF/PPT with the ability to print the entire timeline or by date range is desirable. I report to upper management/executives who either are non Project users or prefer this information as a physical document. This would also allow sharing with others on the project team who may not be in the same organization (subcontractor or 3rd party). Screenshots are not ideal especially when the timeline continues beyond the single screen.
Scenario 1) Most likely, the roadmap would be shared internally, with upper management in my company. They would not have Project licenses, nor would we want to assign them full Project licenses just to view roadmaps. Guest or read-only access would be preferable (without requiring a paid Project license). Keep in mind that they may not even care about the details in the underlying connected projects, nor would they want to have to sign in to Project to view this information. That is why a print/export is still preferable.
Scenario 2) Yes, this is possible, but cumbersome if the roadmap scrolls at all. I'd still prefer a native print/export capability that preserves formatting and saves end users the trouble of manually stitching together a roadmap.
James Whitehead commented
I am same as Adam Ismail below if you have a timeline going beyond the screen you have to capture it several times and stitch together be good to have this capability into image but as Adam mentions the sizing is always going to be a problem.
Scenario 1) The RO stakeholder can be part of the team just does not have a licence but it could also be a guest outside the org but part of the project i.e. a 3rd party who is working with you to deliver the project.
Scenario 2) As above it is not always easy to grab the entire view mind you it never had been in MS Project other than the add timeline and then able to Copy Timeline to (email, presentation and fullsize) this is a start and give similar capabilities