Roadmap item missing in Timeline if start date is before the start period of Roadmap

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

Not all Roadmap items show in the timeline view, but they do show in the grid view in the New User Experience (UX).
Example:  Roadmap starts in 2020 and has a duration of 1 year. The project that doesn't show on the timeline starts in 2019 and ends in 2021. The project shows on the timeline view if the Roadmap duration includes either the start date or the end date of the project.

STEPS TO REPRODUCE: 

1. Create a project with a start date of 1/1/2019 and a Finish date of 12/31/2021
2. In the New UX, create a new Roadmap with a Duration of 1 year and a Start period of 2020
3. Click the ‘Items Actions’ icon then ‘Import from PPM’
4. Select Project from the drop-down list
5. From the Projects field, search for the project you created in step 1
6. Check the checkbox next to the project and click ‘Import Items’
7. Click on the timeline view for the roadmap
8. Expected Results: The project imported shows up on the timeline view

Actual Results: The project is missing from the timeline view, but does show in the grid and board views

Environment

Release: 15.9.1 and lower

Cause

This is working as designed in Clarity 15.9.1. Below as per the criteria listed in New User Experience: Top-Down Planning with Roadmaps from the section: Display Scope for Roadmap Items in the Timeline

The roadmap items that appear in the timeline depend on whether their start and finish dates fall within the roadmap duration. 

• A roadmap item with a start date before the roadmap starts and a finish date after the roadmap ends does not appear in the timeline.
• A roadmap item with a start date before the roadmap starts and a finish date before the roadmap ends appears partially in the timeline. The roadmap item displays a "<" to indicate that it is straddling the roadmap start date.
• A roadmap item with a start date after the roadmap starts and a finish date after the roadmap ends appears partially in the timeline. The ending of the roadmap items straddles the timeline. The roadmap item displays a ">" to indicate that it is straddling the roadmap end date.

• A roadmap item that is not visible in the timeline appears in the roadmap board or grid layouts.

The following image from the documentation displays how roadmap items appear in the timeline based on their start and finish dates:

 

Resolution

15.9.2 and higher

This behavior was modified to allow for this in 15.9.2

15.9.1 and below

Update the Roadmap Start Period and Duration to cover the start and finish dates of the roadmap items in the Roadmap. 

1. Click on the Details icon in the Roadmap
   
2. Change the Start Period to the year of the start of the first roadmap item on the project
3. Change the Duration to cover the start/finish years for all roadmap items. 
   

Example: If a roadmap item's start date is in 2015 and the finish date is in 2019, change the Start Period to 2015 and the Duration to 5 years.

Tips: 

• To expand the duration for more than 5 years, select 'Other' from the Duration drop-down and type the desired duration in the 'Duration (In Years)' field that displays
• Fiscal periods must exist and be active for the period type and period being selected. 

These can be created in Classic PPM via the below steps:

1. Go to Administration->Finance->Setup->Entities
2. Click on the Entity 
3. Click the Fiscal Time Periods tab
4. Click New and populate the required information
5. Once created, check the check box next to the periods in the Fiscal Time Period lists, then select the 'Activate' option from the Actions drop-down in the right-hand corner.