Roadmap

The Roadmap feature in One Horizon helps you plan, visualize, and track your initiatives and projects.

Overview

Roadmaps provide a strategic view of your work, allowing you to:

• Plan initiatives and track their progress
• Prioritize work using stack ranking
• Visualize dependencies and relationships
• Monitor completion status across initiatives
• Align team efforts with strategic goals

Initiatives

Initiatives are work items that can be organized hierarchically with relationships. Each initiative represents the work for a project, feature, or other item that can be tracked and managed within a specific timespan.

Initiative Fields

Each initiative contains the following fields:

Basic Information:

• Name: The title of the initiative
• Description: Detailed description of the work
• ID: Unique identifier for the initiative

Taxonomy Fields

• Components: Technical components or services
• Products: Products or product lines
• Companies: Customers or other relevant organizations
• Goals: Strategic goals initiatives contribute to
• Dependencies: Libraries, frameworks, etc.
• Code Languages: Programming languages
• Labels: Flexible tags for categorization
• Teams: One or more teams responsible for the work
• Members: One or more team members assigned to the work

Status Fields:

• Status: Current state of the initiative (see Status Values below)
• Effort: Estimated effort required (see Effort Values below)
• Impact: Expected impact of the initiative (see Impact Values below)

Status Values

Initiatives can have one of the following status values:

• Idea: Initial concept or proposal (not yet planned)
• Planned: Approved and ready to work on
• Review: Currently under review
• Completed: The work is finished, whether it's deployed or not
• Blocked: The work is blocked by other factors
• Cancelled: The work has been cancelled. Reopening requires a new initiative.

Important: Completed and cancelled statuses are considered final. When updating parent initiatives recursively, child initiatives with these statuses will be skipped. More on that below.

Effort Values

• High: Requires significant effort or resources
• Medium: Moderate effort required
• Low: Minimal effort required, quick wins

Impact Values

• High: High impact on goals or outcomes
• Medium: Moderate impact
• Low: Low impact

Hierarchical Structure

Initiatives can be organized in a tree structure where parent initiatives contain child initiatives (sub-initiatives). This allows you to:

• Break down large initiatives into smaller pieces
• Track progress at multiple levels
• Organize work in a logical hierarchy
• View parent-child relationships
• Bulk-update status & impact values

When a planned initiative has children, it displays a radial progress indicator instead of a simple status icon. The progress shows the completion percentage of all descendant initiatives, calculated as completed and cancelled children divided by total children (excluding those with "idea" status).

Hover over the radial progress icon to see a tooltip with the exact count: "X/Y subtasks completed".

Initiatives Table

The Initiatives Table provides a comprehensive view of all initiatives in a structured, sortable table format.

Table Features

Expandable Rows: Click the expand/collapse icon in a row to show or hide child initiatives. The table supports multiple levels of nesting without depth limitations. The same initiative shows up in multiple branches in case it has more than 1 parent initiative.

Column Visibility: Control which columns are displayed by clicking on the columns icon button in the top right corner. Available columns include:

• Name (always visible)
• Components
• Products
• Goals
• Companies
• Dependencies
• Code Languages
• Labels
• Teams
• Members
• Effort
• Impact
• Status

Search: Use the search bar to filter initiatives, not by name, but also by other fields like their goals (even if those columns are hidden). The search is case-insensitive and searches across all visible initiatives in the hierarchy. Ineligible parents will still show if they have child initiatives that match the search.

Status Filter: Filter initiatives by status using the dropdown in the header. Multiple statuses can be selected. By default, only planned items are shown to give you a simple overview of upcoming work for the workspace.

Advanced Filters: Open the filter modal to filter by:

• Effort (high, medium, low)
• Impact (high, medium, low)
• Products
• Components
• Companies
• Goals
• Dependencies
• Code Languages
• Labels
• Teams
• Members

All filters work together (AND logic), and can be combined with search queries. Filters apply recursively to show parent initiatives when their children match.

Editing Fields: Click on status, effort, or impact icons in table rows to change values via dropdown menus.

Initiative Details Panel: Click on a row (not on status/effort/impact dropdowns) to open the details panel, showing:

• Description of the initiative
• All taxonomy relationships with clickable links
• Team and member assignments
• Ability to edit status, effort, and impact

Status Updates with Children

When you change the status or impact of an initiative that has children, a confirmation modal appears asking if you want to update sub-initiatives recursively.

For Status Changes:

• Completed and cancelled sub-initiatives are skipped (they remain unchanged)
• All other sub-initiatives are updated recursively through all levels

For Impact Changes:

• All sub-initiatives are updated regardless of their status
• Updates apply recursively through all levels

For Effort Changes:

• Changes apply only to the selected initiative (no recursive update option)

Stack Ranking

The Stack Rank view allows you to prioritize planned initiatives by assigning numeric ranks and reordering them via drag-and-drop.

Eligibility for Stack Ranking

Only initiatives that meet both criteria are eligible for stack ranking:

• Status must be Planned: Initiatives with any other status (Idea, Review, Completed, Blocked, or Cancelled) are automatically excluded from stack ranking.

• No planned children: Parent initiatives that have at least one child with status=Planned are excluded. These parents become eligible only after all their planned children are completed or moved to a different status. This ensures that child initiatives are prioritized before their parent initiatives.

Stack Rank Features

Rank Assignment: Each initiative has a numeric rank that determines its priority order. Lower numbers indicate higher priority.

Drag and Drop: Grab an initiative by its drag handle and reorder it. As you drag, other initiatives automatically adjust their ranks.

Manual Rank Input: Click on the rank number field to directly enter a new rank. The system automatically adjusts other initiatives' ranks to maintain order.

Column Visibility: Same column visibility controls as the Initiatives Table, allowing you to show relevant taxonomy information while ranking.

Filters: Apply the same advanced filters as in the Initiatives Table to focus on specific initiatives while prioritizing.

Status, Effort, and Impact Editing: Change these values directly in the stack rank view using the same dropdown controls.

Best Practices

Organize Hierarchically: Break large initiatives into smaller, manageable sub-initiatives to track progress more granularly.

Use Taxonomy Fields: Link initiatives to components, products, goals, and other taxonomy items to enable powerful filtering and insights.

Status Workflow: Move initiatives through statuses as work progresses: Idea → Planned → Review → Completed.

Stack Ranking: Use stack ranking to make explicit priority decisions and ensure teams focus on the most important work first.

Progress Tracking: For parent initiatives, monitor the radial progress indicator to see overall completion across all sub-initiatives.