Can I change the order of initiatives/epics in my plan view

Question

Hello,

I am still in the process of setting up a roadmap view which is shared across multiple teams. For this I used the "plan" feature.

Ever since I assigned "teams" (which are not associated on purpose with a project board) I cannot  drag and drop my initiatives / epics anymore in an order I want. Any ideas how I can still do this?

Danno · Answer

OK, I used more than one data source. In my case, I added projects instead of boards or filters.

Our company currently uses projects like departments. Just to test my theory I added the 5 projects to a plan. Note that the order of adding doesn't help and that Stratocraft Manufacturing without the leading period would have landed between Purchase Requisition and World View Issues. I learned this trick from an Outlook training class. 🤣 You can add more than one to make it work.

lisa_n5ko93 · Answer

Thanks Danno for helping me out.

Question: What do you mean by "added extra sources to the plan"?

Danno · Answer

@lisaI just tested this in one of my own plans. I added extra sources to the plan, took the one project source that alphabetically showed up in the middle of the board, changed it's name by adding a period to the front of the name and it moved to the top of the list. This indicates to me that you can change the order by using periods in front of the name.

See the screenshot here: