Roadmap Studio

Roadmap Studio is a local-first browser app for turning pillars, workstreams, and initiatives into an executive-ready roadmap and financial story.

It is designed for sensitive planning work: roadmap data stays in the browser, project files are saved locally as JSON, and the app does not need a backend or build step.

Current Feature Set

• Build a roadmap from editable pillars and workstreams.
• Drag-and-drop pillars and workstreams to reorder structure (button reorder still available).
• Track initiatives by pillar, workstream, start/end date, milestone flag, status, owner, financial type, dollar value, realized percentage, and confidence.
• Choose Approved or Proposed for each initiative; legacy projects default Not Started to Proposed and started work to Approved.
• Initiative filters + search by text, status, owner, pillar, and Savings/Avoidance.
• Resizable columns and comfortable/compact density on the initiatives table.
• Classify financial impact as Savings or Avoidance.
• Show planned and realized totals for Savings and Avoidance in the roadmap header.
• Health / risk summary panel with counts and $ impact by status.
• Show each expanded pillar's Savings, Avoidance, and Realized rollups directly inside the roadmap view.
• Collapse or expand roadmap pillars (or owner lanes) to showcase one group at a time.
• Owner swimlane view — group the roadmap by owner instead of structure.
• Render Not Started initiatives in black so they are distinct from savings and avoidance work.
• Drag roadmap bars and edges to adjust initiative timing.
• Keep ranged initiative names inside their roadmap bars with concise, distinguishing labels and full details on hover.
• Click a roadmap bar to open a side edit drawer (dates, finance, confidence, time-phased realization).
• Time-phased realization schedule (cumulative % by date) with single-% fallback.
• Confidence / probability weighting (High / Med / Low) for expected-value projections.
• Scenario snapshots and a frozen baseline for plan-vs-baseline comparison.
• Save and reopen roadmap project files locally.
• Export the roadmap view to PNG.
• Export a PowerPoint deck with one slide per pillar plus financial summary slides.

Analytics Views

Roadmap Studio includes dedicated executive analytics tabs:

• Executive Summary: reconciles the full portfolio into one dollar tracker toward an editable goal, split into Realized, Approved Remaining, and Proposed Remaining Savings/Avoidance value.
• Portfolio Rollup: shows one aggregate Approved and Proposed timeline bar per pillar, including initiative count, Savings/Avoidance breakdown, and realized progress.
• Projected Savings: projects cumulative value through a selected date.
• Savings only trajectory: includes only Savings initiatives.
• Savings + Avoidance trajectory: includes both Savings and Avoidance initiatives.
• Milestone initiatives recognize full value on the milestone date.
• Ranged initiatives accrue value linearly from start through end.
• Optional realized overlay compares planned value with realized value (supports time-phased phases).
• Optional confidence weighting and baseline trajectory overlay.
• Expected (confidence-weighted) and annualized run-rate metric cards.
• Top drivers identify the initiatives carrying the selected-date projection.
• Stacked Bar Chart: shows pillar concentration as percent of total value.
• Stacked bars are available for both Savings only and Savings + Avoidance.

PowerPoint Export

The PowerPoint export is built for leadership review:

• Executive Summary opens the deck with the portfolio goal gap, four headline metrics, and the reconciled Savings/Avoidance dollar tracker.
• Portfolio Rollup follows as slide 2 before the pillar-level roadmap detail.
• One readable roadmap slide per pillar.
• Fiscal-year and quarter headers.
• Savings, Avoidance, and Realized metric cards.
• Multiple initiatives in the same workstream stack into readable lanes.
• Narrow PowerPoint roadmap bars use contained, single-line initiative labels.
• Portfolio approval slide with pillar lanes, Approved/Proposed value, realized progress, and calendar-year spans.
• Projected Savings slide with endpoint labels and Avoidance lift.
• Pillar value concentration slide with stacked bars and ranked contribution.
• Repair-safe PowerPoint geometry for generated trajectory lines.

Privacy And Security

• No backend.
• No project data upload.
• No external runtime scripts.
• No ExcelJS/CDN dependency.
• Local PowerPoint writer vendored in vendor/.
• Browser-enforced Content Security Policy blocks network egress APIs.
• Project save/open uses local JSON files selected by the user.

Tech Notes

• Single-file HTML/CSS/JavaScript app in index.html.
• Native SVG rendering for roadmap, portfolio rollup, projection, and stacked bar charts.
• Local persistence through browser storage.
• PowerPoint export via local vendor/pptxgen.bundle.js.
• Playwright-based regression suite in tasks/roadmap_feature_tests.py.

Run Locally

Open index.html in a browser.

The app stores autosave data in your browser. Use Save to download a .roadmap.json project file and Open to load it into a newer version.

Test

python3 tasks/roadmap_feature_tests.py

Latest local verification:

• 98 passed
• 0 failed
• 0 untested