Share plan and export data

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When you’re ready, you can export your data to a .csv file that you can import into a different program such as Excel, or share your plan with relevant stakeholders in a variety of ways.

Consider hiding warnings in the roadmap to show a clean view to stakeholders. You'll need to clear the Warnings checkbox in View settings before you generate the link. See Warnings to learn how to do this.

Export your data

To export your plan data, go to Export > Spreadsheet (.csv). This will generate a .csv file of the plan’s data based on the current filters and hierarchy range applied to the plan.

Embed your roadmap in a Confluence page

When you share your plan, any view settings that you've applied will be visible to all viewers. For this reason, we recommend cleaning up your view, including turning off warnings, before sharing your plan. 

There are three different ways to share a plan:

  • Embed your plan using the Confluence macro

  • Share the direct link or

  • Create an embed code for a non-Confluence page

To insert the Advanced Roadmaps plan macro on a Confluence page, choose one of the following:

Option 1: Macro shortcut menu

  1. Bring up the macro shortcuts menu with either '/' (in the new Confluence Cloud editor) or '{' (in the classic editor).

  2. Search for Advanced Roadmaps plan.

  3. Paste the generated link in the URL field, see image below.

Option 2: Macro menu

  1. Select the macro menu (+), then Advanced Roadmaps plan.

  2. Paste the generated link in the URL field, see image below:

Finally, choose the height in pixels you'd like the plan to display on the Confluence page then select Insert.

We recommend a minimum height of 700px for an effective viewing experience.

Embed your plan on a non-Confluence page

You can embed a read-only version of your current plan in a non-Confluence page by generating an element code, then adding it to the HTML of your page.

To generate the code:

  1. On the Roadmap tab, select Share (next to Review changes).

  2. In the left menu, select Embed. This will generate an embed code that you can add to any page, though viewers must have permission to view your plan.

You can also share a direct link to your plan with others. Using this link, users will be able to see your roadmap, but won't be able to edit your plan. 

To create a link:

  1. On the Roadmap tab, select Share (next to Review changes).

  2. In the left menu, select Link. This will generate a link that you can share with anyone, though they must have permission to view your plan.

Last modified on Mar 17, 2021

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