Roadmap

One page for the work that moves your compliance programme forward — planned, owned and tracked across four levels, shown through six tabs.

The Roadmap is where compliance work lives. Everything on it sits in one hierarchy: a Program holds Projects, a project holds work packages (a bundle of related tasks that belong together), and a work package holds Work items (the individual tasks somebody actually does). One page carries the lot across six tabs — Portfolio, Board, Kanban, Gantt, Proposals and Action Items. Reach it from the left menu under Governance → Roadmap, or at /compliance/roadmap. This chapter walks the Portfolio tab, because that is where objects are created, owned, linked and changed; the other five are summarised further down.

Who uses it

What's on this screen

Reading the captured screen from the top down:

Find your way around the Portfolio tab

The numbered steps below match the numbered markers on the screenshot that follows.

  1. Choose a tab. Portfolio is the object explorer, and where the page opens on your first visit. Each tab you visit stays loaded, so switching back keeps its filters, expanded rows and selection.
  2. Pick a view. Table is the working view described here; Details gives one read-only row per object with status, priority, owner, deadline and a completion bar, and List draws the tree as an indented outline. Neither changes anything, and your choice is remembered.
  3. Select Propose work packages with AI. A dialog opens where you pick a target project and the governance sources to draw on; nothing is created until you review the proposal and apply it.
  4. To add something by hand, set the type dropdown to the level you want and select Create; that level's create dialog opens. The dropdown offers a level only once a parent for it exists, so a fresh tenant starts with Program alone. Both controls appear in Table only.
  5. Narrow the table with the type pills. The Assigned to dropdown beside them lists only people who own at least one object, plus Anyone to clear it. When nothing matches, a short message replaces the table.
  6. Use Change many objects at once when one edit applies to several objects. Tick the objects; the counter to the left of the button counts them, and Change selected — greyed out at 0 selected — becomes available.
The Roadmap page on its Portfolio tab — tabs, view switcher, AI actions, filters, the bulk-change panel and the object table. /compliance/roadmap.
The Roadmap page on its Portfolio tab — tabs, view switcher, AI actions, filters, the bulk-change panel and the object table. /compliance/roadmap.

Create an object

  1. Set the type dropdown to the level you want and select Create. A dialog titled Create Program, Create Project, Create Work package or Create Work item opens.
  2. Enter a Name. It is required — Save stays disabled until it has content. Add a Description and, if you want one, a Priority; both are optional.
  3. For anything below Program, choose a Parent — the program, project or package the new object belongs under. This is required too: saving without it reports A parent is required. and nothing is created.
  4. Select Save. The dialog closes, a confirmation reading Created "…" appears, and the object joins the table — and the Board, Kanban and Gantt tabs, which read the same hierarchy.

Owners, parents and governance links

The icons at the right of each row are the per-object actions, left to right. They are not a sequence — use whichever one the job needs.

Deleting a parent deletes its children

Removing a program takes its projects, their work packages and their work items with it. The confirmation dialog says so before anything is written — "This also removes everything beneath it." The records are soft-deleted — kept in the database for the audit trail, but gone from every view and every count. If you only want the object out of the way, move its children to another parent first.

Change many objects at once

  1. Set the panel's Type dropdown to the level you want. The list reloads with objects of that level and any earlier selection is cleared.
  2. Tick the objects, or use SELECT ALL. The counter updates as you go and a Clear selection link appears.
  3. Select Change selected. Step 1, Choose values, lists Assignee, Status, Start date, Deadline and Priority. Tick each attribute you want to change and give it a value; anything unticked is left alone. Status is not offered for programs.
  4. Select Next. Step 2, Review & apply, shows one row per changed attribute with its destination value and how many objects it will touch.
  5. Select Apply. The changes are written together, a message reports how many objects were updated, and the selection clears.

The other tabs

Tab What it shows
Board A sortable, filterable grid across the hierarchy, with inline editing of status, priority and completion and drag-and-drop to re-parent a row.
Kanban The same objects as cards in five columns — To do, Doing, Blocking, Solved, Done. Drag a card to change its status; program cards are not draggable, as they roll their status up.
Gantt A timeline. Each bar shows its planned span against a thinner baseline bar, with a red deadline marker and amber for the critical path. Drag a bar to reschedule, or draw a dependency between rows.
Proposals Every work item that came from an AI implementation proposal saved anywhere in Aegis, each showing the object it came from. Empty until a proposal is saved on a source object such as a framework control or a risk.
Action Items The follow-up actions raised from AI insights elsewhere, folded in from what used to be its own page — see Action items.

The AI assist

Each proposal is a draft on screen. Nothing is written until you tick what you want and apply it, and closing the dialog leaves everything unchanged. AI assists; the organisation decides.

Tips and limits

Where this connects