Quarterly Roadmap: Plan PIs Across Your Organization

The Quarterly Roadmap gives you one timeline for quarterly planning across your organisation. See when each collection is planning and delivering, adjust planning periods directly on the timeline, create future planning periods before a board exists, assign backlog work to them early, and turn them into full planning boards when execution begins.

In SAFe environments, these planning periods are typically called Program Increments (PIs). Kendis uses PI and PI Board as the default terminology, while super admins can change these names to match how your organisation plans.

Terminology in this guide. The product is called Quarterly Roadmap by default. Kendis uses PI for a planning period and PI Board for its planning board. These are common SAFe terms, but a super admin can rename them to match your organisation, for example Quarter, Increment, Planning Cycle, or another internal term. Because the UI uses the configured terminology, your screens may differ from the examples in this guide. See Settings: terminology.

You can open the Quarterly Roadmap at organisation level when you want a portfolio-wide view, or from a collection when you want to focus on one planning cadence.

You can reach the roadmap from several places:

While the roadmap is open it uses the full width of the page. The collection's left navigation is hidden and comes back when you leave. To go back, use the ‹ button or the Quarterly Roadmap title in the top-left corner; both take you to the page you came from.

The toolbar runs along the top of the page. Some controls only appear in one view.

If a save fails, a short red message appears in the toolbar for a few seconds and the change is undone.

Use this view to understand who is planning what, and when across the organisation.

The summary counts on the left always count all of a collection's PIs, even ones outside the years on screen. PIs without dates never show as bars here; use the By Collection view to give them dates.

Click the year range label to open the picker:

Only quarters that start inside the chosen years are shown. A PI that starts before the range or ends after it is drawn cut off at the edge, with a square end showing it continues.

Click Focus to open FOCUS COLLECTIONS:

If you untick everything, the page shows No collections in focus with a Show all collections button.

New collections are included automatically as long as you have not picked an explicit selection.

Use this view to understand one collection's planning cadence across fiscal years, including past, current and future PIs.

PIs that have no dates, or whose end date is not after the start date, are listed in a No dates row at the bottom. Each one has a SET DATES → button that opens the details panel so you can enter dates. Once saved, the PI moves into its year row.

Short bars. When the name does not fit inside the bar, the roadmap shows it to the right of the bar if there is room, keeps just the short code inside the bar if not, or wraps the name over up to three lines. Other bars on that row move to a new lane so labels never overlap. Hover a bar showing only its short code to see the full name.

Click a bar (without dragging) to open its details panel.

Use the roadmap to adjust planning dates without opening each board individually. You can change the dates of any PI you have edit access to, including existing PI Boards and future PIs. There are three ways.

Open the details panel, click EDIT, and change Start or End. Each change saves immediately. The end date must be after the start date.

In the details panel's edit mode, open Quarter and pick a fiscal quarter. Both dates are set to that quarter's first and last day and saved in one go. The list is searchable and shows each quarter's dates. If the PI's dates don't match a whole quarter, the field reads Custom — set dates below.

After any date change the fiscal label (Spans) is recalculated. For a PI Board, the new dates are saved to the board itself.

The details panel is the fastest way to review or update a planning period without leaving the roadmap. Click a bar, or a chip in the No dates row, to open it on the right.

Shows Start, End, Duration (in weeks), Spans (the fiscal label, for example Q3 → Q4 FY26) and Color. The CHANGE PERIOD OR NAME link switches to edit mode.

Name, short name and collection changes save when you leave the field (or press Enter). Colour and date changes save straight away.

A future PI represents an upcoming planning period before a board has been created. This lets you establish the timing early, align work to the period, and prepare scope before teams, sprints or the planning board are set up.

The future PI appears on the roadmap straight away with a dashed outline. It also appears on the collection's Program Boards listing with the state Future.

Want a full board right now instead? Click Open the board wizard in the same window. It opens the Create PI Board wizard with the collection and the name you typed already filled in. This creates a real board straight away and does not create a future PI.

Open it and click EDIT. You can rename it, change its short name, move it to another collection, change its colour and change its dates. See The PI details panel.

In the details panel click Delete placeholder, then click Confirm delete? within four seconds. Deleting removes the future PI and its tags from every backlog item. The items themselves stay in the backlog. PI Boards can't be deleted from the roadmap.

You can assign backlog work to a planning period before or after its board exists. In the default terminology, this is done from the backlog's Quarter / PI column and works for both future PIs and existing PI Boards.

The PI part of the column appears only on items at the hierarchy level marked Mark as Feature in PI Board in the collection's item hierarchy setup (typically Feature). Only one level can carry this setting. Items at other levels show only the quarter part.

Select items in the backlog and use the bulk action Assign PI. Items at other hierarchy levels are skipped, and the confirmation tells you how many. Items already on that PI are skipped too.

When detailed planning is ready to begin, turn the future planning period into a real PI Board. The planned context carries forward so you do not have to recreate the period or reassign its backlog scope.

The Set up PI board button only appears if you are allowed to create boards in that collection. The board wizard still checks your permissions as usual.

If the future PI can't be retired, the board is still created and opens after a few seconds. A message asks you to delete the leftover future PI from the roadmap yourself.

Click the gear at the right end of the toolbar.

Every user can see the current wording. Only a super admin can change it (others see Only a super admin can change the terminology.).

Click Edit to change any of the five names:

The new wording appears on the roadmap, the organisation views, the backlog and the boards listing. The PI board screens themselves and the Solutions area keep saying PI.

The Fiscal Calendar section has a Set up fiscal calendars button. It opens the Fiscal Calendar administration page in a window over the roadmap, so you can set up calendars without leaving the page. The same page is also in the admin area under Fiscal Calendar.

A fiscal calendar defines:

Per collection. A collection can follow a calendar other than the default. Edit the collection, open the Configuration tab and pick a Fiscal Calendar. The empty choice, Default calendar, uses the organisation default. This choice drives the collection's quarter labels on the backlog, the PI Boards and the roadmap.

Kendis derives the fiscal labels shown on the roadmap from the planning period's dates and the collection's fiscal calendar. This includes the Spans value, bar labels, the quarter picker and the FISCAL SPAN hint.

The All Collections header uses the organisation's default calendar. Each By Collection view uses that collection's own calendar.

The address bar always holds a shareable link to what you see:

Copy the address and send it. The recipient opens the same view and collection, provided they have access to it.

Kendis remembers your choices on your computer: the last collection, the state and type filters, the year range and your focus selection. When you come back, the roadmap opens as you left it. A shared link always wins over your remembered collection.

A collection is missing from All Collections. Only collections with at least one PI get a row. Check the Focus and Types filters too; the Focus button turns green while a focus hides collections. You also only see collections you have access to.

My PI isn't on the timeline.

The quarter names look wrong. The labels follow the fiscal calendar. Check which calendar the collection uses (collection Configuration tab, Fiscal Calendar) and how that calendar is set up. The All Collections header always uses the organisation default calendar.

I can't drag a bar. You need access to the collection to change dates. If a save fails, the bar snaps back and a red message explains why.

I don't see Set up PI board. You need permission to create boards in that collection.

I set up a board from a future PI, but the future PI is still on the roadmap. The board was created, but the future PI couldn't be retired automatically (a message said so at the time). Open the future PI and click Delete placeholder.

What happens to tagged items if I delete a future PI? The items stay in the backlog; only their link to that future PI is removed.

Can I rename a PI Board from the roadmap? No. Rename it in the board's own settings. Only future PIs can be renamed on the roadmap.

Why does the backlog show "PI-8" instead of the full name? The backlog chip shows the PI's short name. Set or change it in the details panel (future PIs) or the board settings (PI Boards).