Use our AI-powered template to get a neat, custom, clear, roadmap for your project program in minutes.
Visor’s AI Smart Templates fully configures the ideal program roadmap for you. You get a comprehensive program roadmap infused with best practices, while saving yourself time and effort.
To get started, click the button below, create your free Visor account, and when prompted, select “Use Smart Template.”
A Smart program roadmap template is a program roadmap configured by Visor’s AI based on your specific requirements and objectives.
Visor’s AI only needs a small amount of information to configure your program roadmaps. It gets to work immediately in the background, and configures your program roadmap in a few minutes or less.
“I was looking for a way to link Gantt charts to our Jira projects, but this allows me to do so much more.”
Nick B., Atlassian Reviewer
“5/5 – Visor is packed with features that are easy to use. It gives team members a clear view of the project timeline and their role in the project.”
Nick B., Small Business Project Manager – G2 Review
“I’ve tried just about every roadmapping platform you can think of and Visor is the first one that allows me to roadmap at both the epic and story/issue level.”
Kemper R., Atlassian Reviewer
“Visor’s integrated Gantt chart feature empowers visual project planning, enabling us to track timelines, dependencies, and resource allocation. Five out of five stars!”
Camilla B., Product Manager – G2 Review
“The integration with Jira allows for you to keep a central truth center, but still handle the many use cases teams have for roadmapping and backlog planning.”
Gabby C., Atlassian Reviewer
“Visor for JIRA enhances collaboration and project planning with its intuitive interface and integrated Gantt chart feature.”
Shruti P., Atlassian reviewer
Visor Program Roadmap Templates – Key Benefits:
Minimal Effort When Creating Program Roadmaps
Generate fully configured program roadmaps and other visualizations easily in just a few minutes. Save time and effort and spend them on higher-value activities.
Visor’s AI learns from thousands of program roadmaps to generate roadmap that meets your requirements. The AI also infuses your program roadmap with best practices, and helps you avoid the mistakes and frustration of trial and error.
Visor’s AI does the heavy lifting, but you still have full control. After the AI has taken care of the time-consuming program roadmap configuration, you can change and customize any detail you like. The AI saves you time, but you’re still in charge. You can even use the AI to create new versions of your program roadmap as and when you require.
Keep your stakeholders updated at every step with program roadmaps that update in real-time. Share your program roadmaps easily using email invites or reusable sharing links.
Use Visor’s Program Roadmap Templates With Existing Data From Your SaaS Apps
Connect Visor to popular SaaS apps or input your project data directly into Visor to create your program roadmap.
Import nested Jira data (e.g., Epics, Stories/Tasks) in minutes. Visor maintains your data’s structure, allowing you to visualize project plans and push out edits.
Visor pays attention to the details, treating your data exactly as Salesforce does. Import and edit your data, including dropdown field selections and contact names.
Connect, visualize, and update Asana projects including sub-tasks and custom fields. Easily make bulk edits and connect with project data from other apps.
Can I use Visor’s Program Roadmap Smart Templates for free?
Yes, upon registering you will have a 14-day free trial of Visor’s Team plan, giving you access to all of Visor’s premium visualization types. After this trial period you can choose to select a Team or Starter plan, or continue on the Visor Free plan.
Although the Visor Free plan does not include the Gantt chart view, you can still use the Timeline view to create your program roadmaps for free, either by using Smart Templates or from scratch.
Can I use the program roadmap template with data from other apps?
Yes, Visor has bi-directional integrations with Jira, Asana, Salesforce, and other apps. This enables you to use your project, program, and portfolio data from these apps in the Visor program roadmap template.
The bi-directional integration keeps Visor in sync with your apps to preserve your single version of the truth and prevent manual updates. You can even import multiple projects and programs to create portfolio roadmaps to take a strategic look at projects across your organization. You’ll be pleased to know Visor also has AI-powered project portfolio roadmap templates too.
Can I add and show “rollup” calculations in a program roadmap in Visor?
Yes, you can easily add calculated “rollup” fields that summarize numerical or date values from all of a parent record’s child items (for example subtasks under tasks, stories under epics and so on). Rollup fields in Visor can be added without any formulas, and can be applied to your native Visor data and to data from connected apps like Jira, Salesforce, and Asana.
Rollup calculations can be added to any view type in Visor, not just the roadmap, Gantt, or timeline views.
What can I use rollup fields to do in my program roadmaps?
You can apply rollup fields in Visor to any number or date field, including those imported from apps like Jira, Asana, and Salesforce, enabling you to calculate and summarize whatever data is most important to you. Rollup fields are essential for viewing top level metrics, identifying outliers, and improving your planning and tracking processes.
Here are some examples of common rollup calculations you may want to use in a program roadmap:
Total hours of work per project
Total story points per epic
Average number of days per task
Total spend by project
Average hours per team member per project
Median effort for all tasks in a project
Average quality score for deliverables by project
Rollup fields can also be applied to date fields, for example to show the earliest start date and/or latest end date of all of a parent record’s child items (for example tasks within an epic).
Can I set project and program start and end dates based on the start and end dates of their tasks?
Yes, you can add rollup fields to give you the earliest start date and end date/due date for the tasks within your projects, and the projects within your portfolio. You can then set the bars and milestones for parent tasks – for example projects and programs – in your roadmap to set and adjust automatically based on the earliest start date and latest end date of their child tasks.
Can I use Visor to create project and portfolio roadmaps too?
Yes, Visor can be used to create roadmaps that span the entire breadth and level of detail that a project management team, or product management team needs. You can create roadmaps for a single project or product, program roadmaps incorporating multiple projects, or even full-scale portfolio roadmaps that include all your organization’s projects and programs. Visor also has specialized AI-powered templates for product roadmaps too.
Configuring the right level of detail to show (such as only showing the project, epic, or initiative level on a program roadmap) is easy and can be changed in a single click. You can also easily change the timescale your roadmap uses, and add additional custom fields to add context to each roadmap view (for example an ROI or budget field on a portfolio roadmap).
All your roadmaps can use the same underlying data from your projects, either from connected apps like Jira or Asana, or from data inputted directly in Visor. This means you don’t need to manually update any of your roadmaps, they all stay in sync with every update in each of your projects in your program or portfolio.
What criteria can I use to organize and group the data on my program roadmap?
You can group the items on your program roadmap by any dropdown field in your data. The best criteria for you will depend on the scale of your program roadmap, how detailed you need it to be, who your audience is, and how they plan to use the roadmap view.
Some common examples of how Visor users group data in their program roadmaps include:
Strategic goal
Initiative
Assignee
Team
Business Area
Project Lead
Priority
Status/Stage/Phase
Can I adjust the timescales used in the program roadmap template?
Yes, you can adjust the timescales shown on your program roadmap at any time, here are the options:
Weeks & Days
Sprints & Days
Months & Days
Months & Weeks
Quarters & Weeks
Quarters & Months
Years & Months
Can I use this template to create different views of my program roadmap for different stakeholders?
Yes, you can easily create multiple versions of your program roadmap that are tailored to different audiences using the same real-time data.
Creating multiple views of your roadmap for different team members, teams, stakeholders, or purposes (such as review meetings) is easy. All these views stay in sync with your data source, so you can have as many different perspectives of your program plan (and progress) as you like without having to manually reorganize or update the data for different stakeholders.
“Zoom” or Timescale: Quarters and months for your executive board and sprints for your engineering team.
Data Groupings: Group data by the assignee for your team views and by the strategic initiative for your executive board
Levels of Task: Choose to show all task levels for personal views, epics to tasks for team views, and epics only for senior stakeholder views
Creating multiple views of your roadmap for different team members, teams, stakeholders, or purposes (such as review meetings) is easy. All these views stay in sync with your data source, so you can have as many different perspectives of your program as you like without having to manually reorganize or update the data for different stakeholders.
Why is using a Smart Template for my program roadmap better than a generic program roadmap template?
Smart Templates in Visor are powered by AI, which uses your data, your prompts, and its learnings from thousands of human-created visualizations.
This enables it to produce roadmaps and other visualizations infused with best practices and fully customized to your precise requirements and objectives.
The difference between Smart Templates and regular templates for a program roadmap is akin to the difference between wearing a finely tailored, top-of-the-line suit to an ill-fitting, under-sized, off-the-rack shabby suit and trying to make it fit like the professionally tailored version – it’s possible. Still, it will take you lots of time, effort, trial-and-error, and frustration to get there.
Using Smart Templates for your program roadmap gets you off to the best possible start, saves you hours per roadmap created, and saves you heaps of frustration. It’s a genuine game-changer in your ability to plan and visualize your entire program of projects.
Who is this program roadmap template for?
This program roadmap template is for any project manager, or program manager who wants a stunning, easy way to visualize their entire program – or even multiple programs – in a clear, beautiful roadmap visualization, which is easily customizable to their specific needs. It is especially powerful for project managers using Jira, Asana, or Salesforce.
Can I add milestones to program roadmaps using this template?
Yes, you can easily set specific tasks as project milestones in Visor. The AI does not set these milestones, instead all you need to do is select the milestone option in the “Display As” dropdown field on your program roadmap view.
Can I create a milestone program roadmap in Visor?
Yes, you can create a roadmap view in Visor that only shows the milestones across all the projects in your program, giving you a super-high level view of the most important tasks in your program.
Can I nest epics, user stories, tasks and subtasks (or other parent and child relationships) using this program roadmap template?
Yes, program roadmaps created in Visor have comprehensive task-nesting support. Nesting is made easy in Visor. You can nest records below another record using:
Drag-and-drop
Keyboard shortcuts
The record settings drop-down menu
If you import projects from apps like Jira, Asana, or Salesforce, Visor can maintain your nesting in full, so you don’t need to waste time re-nesting your project data.
Can I create multiple program roadmaps using Smart Templates?
Yes, you can easily create multiple program roadmaps using Smart Templates. Just create a new workbook in Visor, and when prompted to select “What is this workbook for?” click the ‘Use Smart Template” button, and let the AI start working with your data and your inputs to create your new program roadmap.
Besides program roadmap templates, what other templates are available in Visor?
Visor has a wide range of templates, which you can find in our Templates Library.
Templates in Visor are generated by AI based on your responses to a short series of questions, which enable the AI to understand what you are trying to achieve and produce a ready-configured template to suit your needs. This means that you are not limited to the set of templates we offer in our library, as the AI can meet needs that we haven’t listed or even considered.
How do I access AI-powered Smart Templates in Visor?
When you first log in to Visor, after entering your email address and how you want to use Visor, you will see a screen that asks, “What is this workbook for?” On this screen, there is a “Use Smart Template” button.
If you already have a Visor account, simply click New Workbook from within an existing workbook or Create a new workbook from the workbook list screen. Then when you’re asked “What is this workbook for?” click the “Use Smart Template” button.
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