1 Prerequisites 2 Work Item Types 3 Install 4 First Plan 5 OKRs & Milestones 6 Roadmap 7 Portfolio 8 Tips & Tricks
Setup guide

Get up and running with OutcomeMap

Everything you need to connect your Azure DevOps work items to OKRs, roadmaps, and portfolio dashboards — from installation to your first sprint.

~15 min to first plan 📋 No code required 🆓 Free to start
🔑

Before you begin

Make sure you have what you need

OutcomeMap is an Azure DevOps extension. You'll need an ADO project before anything else. Here's the quick checklist:

  • An Azure DevOps organisation (free at dev.azure.com)
  • At least one ADO Project with Boards enabled
  • Project Administrator permission (or higher) to install extensions
  • A process template that supports custom work item types — Agile, Scrum, or CMMI all work. Inherited processes are recommended.
  • Modern browser — Chrome, Edge, or Firefox (latest)
💡
Using an existing project? OutcomeMap reads your existing work items — it doesn't overwrite anything. You can install it alongside your current workflows safely.
⚠️
Hosted XML process templates (very old ADO projects) may not support adding custom fields. If you're unsure, check Organisation Settings → Process in ADO. If you see "Inherited" next to your process, you're good.

🗂️

Work Item Types you need in ADO

OutcomeMap maps directly to your ADO work items

OutcomeMap uses your standard ADO work item hierarchy. Here's how the app's concepts map to ADO work item types — and which ones are required vs. optional.

🗺️
Plan
Required
The top-level container. A Plan groups all Outcomes, Initiatives, and work for a given period or goal. Created and managed directly inside OutcomeMap.
🎯
Outcome
Required
A strategic goal within a Plan — the what you're trying to achieve. Outcomes sit directly under the Plan in the hierarchy.
📏
Key Measure
Required
A measurable indicator of progress toward an Outcome — the how you'll know it's working. Key Measures sit under Outcomes.
🚀
Initiative
Required
A body of work that moves a Key Measure. Initiatives group related Epics and sit between Key Measures and delivery work.
🏔️
Epic
Required
A large deliverable within an Initiative. Epics break the Initiative into sizeable chunks and contain Features below them.
🏁
Feature
Required
Discrete deliverables within an Epic. Features appear on the Gantt roadmap and are tracked against milestones.
📌
Milestone
Optional
Key dates — launches, reviews, external deadlines. Appear as diamond markers on the roadmap and roll up to the Portfolio Dashboard.
🐛
Bug
Optional
Bugs can be included in plans and tracked on the roadmap like Stories if your process tracks them on the board.
ℹ️
Custom work item types Outcome, Key Measure, and Initiative are custom work item types you need to create in your ADO process template. If you use OKR language, you can name them Objective, Key Result, and Initiative instead — OutcomeMap's terminology setting will match whatever names you use in ADO.

OutcomeMap hierarchy at a glance

📊 Portfolio Dashboard Cross-plan view across all Plans
🗺️ Plan e.g. "Q2 2026 Product Roadmap"
🎯 Outcome e.g. "Grow enterprise revenue"
📏 Key Measure e.g. "ARR increases from £2M to £3M"
🚀 Initiative e.g. "Enterprise onboarding overhaul"
🏔️ Epic e.g. "Self-serve setup wizard"
🏁 Feature Delivery work items in ADO

Recommended custom fields to add to Epics & Features

These are optional but significantly improve OutcomeMap's reporting quality. Add them via ADO → Organisation Settings → Process → [Your process] → Work item types.

Field name Type Apply to Why add it
Target Date Date/Time Epic, Feature Recommended Drives Gantt bars on the roadmap view
Start Date Date/Time Epic, Feature Recommended Sets the left edge of timeline bars
OKR Score Integer (1–10) Feature Optional Enables confidence scoring on Key Results
Priority Picklist (1–4) Epic, Feature Optional Used in Portfolio sorting and filtering

🚀

Install OutcomeMap

Takes about 2 minutes
  1. Go to the Visual Studio Marketplace

    Visit marketplace.visualstudio.com and search for OutcomeMap, or use the direct link below.

  2. Click "Get it free"

    You'll be prompted to sign in with your Microsoft / Azure DevOps account if you haven't already.

  3. Select your Organisation

    Choose which ADO organisation to install OutcomeMap into. You can add it to more organisations later from the Marketplace.

  4. Click "Install"

    The extension is installed at the organisation level. All projects in the org can now use OutcomeMap — no per-project installation needed.

  5. Navigate to your project → Boards

    In your ADO project, look for the OutcomeMap entry in the left sidebar under Boards, or use the direct hub link:

    Hub URL pattern
    https://dev.azure.com/{your-org}/{your-project}/_apps/hub/outcomemet.outcomemap.outcomemap-hub
  6. Grant permissions if prompted

    OutcomeMap needs read/write access to your project's work items and Extension Data. Click Accept on the permissions dialog — this is how it saves plans and settings.

💡
Organisation admin? If you're installing on behalf of a team, you can pre-approve the extension for all projects in your org under Organisation Settings → Extensions. Team members can start using OutcomeMap immediately without individual approval prompts.
ℹ️
Starter plan is free, forever Your organisation starts on the Starter tier — free, with up to 2 plans. No credit card required. Upgrade to Professional anytime from within the app for unlimited plans.

🗺️

Create your first Plan

A Plan is your top-level container for outcomes and work

A Plan in OutcomeMap maps to an Epic in Azure DevOps. Think of it as a roadmap container — it holds your objectives, key results, milestones, and timeline in one place.

  1. Open OutcomeMap in your project

    Click the OutcomeMap icon in the Boards sidebar. You'll land on the Plans screen.

  2. Click "+ New Plan"

    A dialog will appear. Enter a descriptive name — e.g. "Q3 2026 Product Roadmap" or "Platform Modernisation".

  3. Set the Plan timeframe

    Pick a Start Date and End Date for the plan. This sets the default time window for the Gantt roadmap view. You can always extend it later.

  4. Choose an Area Path (optional)

    If your ADO project uses Area Paths to separate teams, select the relevant area. OutcomeMap will only show work items from that area by default.

  5. Click "Create Plan"

    OutcomeMap creates an Epic in ADO and saves the plan metadata. You'll be taken directly into the plan editor.

ℹ️
Connecting an existing Epic Already have Epics in ADO? When creating a new plan, use "Link to existing Epic" instead of creating a new one. OutcomeMap will import its child Features and Stories automatically.

Plan settings you can configure

SettingWhat it does
Plan name Display name — also updates the linked Epic title in ADO
Date range Controls the default zoom level on the Gantt roadmap
Terminology Switch between "Plan/Outcome" or "Roadmap/Epic" labelling across the UI
Area Path filter Scope the plan to a specific team area — great for multi-team orgs
Iteration filter Optionally restrict to a specific sprint or iteration path
Theme Light or dark — per-user preference, saved to your browser

🎯

Setting up Outcomes / OKRs & Milestones

Works with OKR or Outcomes frameworks

OutcomeMap structures strategy into a clear hierarchy: Outcomes (the strategic goal), Key Measures (how you'll know it's working), Initiatives (the bodies of work), and Epics → Features (the delivery). Here's how to build it out.

Adding Outcomes

  1. Open your Plan and go to the Outcomes tab

    Click your Plan name to open it, then select the Outcomes tab in the plan navigation bar.

  2. Click "+ Add Outcome"

    Give it a clear strategic goal name. e.g. "Grow enterprise revenue" or "Delight users in the first 30 days".

  3. Add Key Measures under each Outcome

    Click + next to an Outcome to add Key Measures. Each Key Measure should be specific and measurable: e.g. "ARR increases from £2M to £3M by Q4".

  4. Add Initiatives under each Key Measure

    Initiatives are the programmes of work that move the measure. e.g. "Enterprise onboarding overhaul". Click + under a Key Measure to add one.

  5. Link Epics and Features to Initiatives

    Inside each Initiative, click "Link work items" to attach existing ADO Epics or Features. Their completion rolls up automatically to Initiative and Key Measure progress.

Setting up Milestones

Milestones mark key dates on your roadmap — launches, reviews, external deadlines. They appear as diamond markers on the Gantt view.

  1. Open the Milestones tab

    Click Milestones in the plan navigation.

  2. Click "+ New Milestone"

    Enter a name, target date, and optional description. e.g. "Beta launch — 1 May 2026".

  3. Set milestone status

    Mark milestones as On Track, At Risk, or Delayed. These statuses appear as colour-coded markers on the roadmap and in the portfolio dashboard.

  4. Add comments to milestones

    Use milestone comments to log progress notes or blockers — great for stakeholder updates. Comments are visible to all plan members.

💡
Cross-plan dependencies Need to show that one plan depends on a milestone in another? Use the Dependency Map view. You can draw dependency lines between items in different plans to surface blockers for leadership reviews.

📅

Using the Roadmap (Gantt) view

Visualise your plan on a timeline

The Roadmap view shows your plan as an interactive Gantt chart. Each row is a Feature or Story; bars represent start-to-target-date spans. Milestones appear as diamonds.

Navigating the Roadmap

  • Zoom: Use the timeline zoom controls (Day / Week / Month / Quarter) in the top-right to change the time scale
  • Drag bars: Drag a Gantt bar left or right to update the work item's start or target date — it saves back to ADO instantly
  • Resize bars: Drag the right edge of a bar to extend or shorten the end date
  • Expand/collapse: Click the arrow next to a Feature to toggle its child Stories on the timeline
  • Today line: A vertical line marks today's date — use it to see what's on track vs. slipping
  • Colour coding: Bars are coloured by status — grey (not started), blue (in progress), green (done), red (overdue)

Getting dates on your items

Gantt bars only appear when a work item has both a Start Date and a Target Date. You can set these in three ways:

  1. Set dates directly in OutcomeMap

    Click on any Feature or Story in the roadmap list on the left to open a side panel. Set dates there without leaving the app.

  2. Use iteration/sprint mapping

    If your stories are assigned to ADO iterations (sprints), OutcomeMap can derive their dates from the sprint start and end dates automatically. Enable this in Plan Settings → Date source → Use iteration dates.

  3. Set dates in ADO

    You can also set the Start Date and Target Date fields directly in the ADO work item form — OutcomeMap will pick them up on the next refresh.

💡
Sharing the roadmap with stakeholders Use your browser's address bar — the URL updates as you navigate so you can share a direct link to a specific plan view. Stakeholders need to be ADO project members (at least Reader access) to view it.

📊

Portfolio Dashboard

The executive view across all plans

The Portfolio Dashboard gives leadership a single view across every plan in the project. It shows milestone status, OKR health, plan progress, and cross-plan dependencies without needing to drill into each plan individually.

🚦

Milestone status roll-up

See all milestones across all plans, colour-coded by on track / at risk / delayed status.

📈

Plan progress bars

Each plan shows a % complete bar based on the ratio of done vs total work items.

🔗

Dependency warnings

Cross-plan dependencies that are at risk surface automatically as warnings on the dashboard.

🎯

OKR confidence scores

If you've set OKR Scores on Key Results, the portfolio shows aggregate confidence across all objectives.

Accessing the Portfolio

  1. Click "Portfolio" in the OutcomeMap top navigation

    The portfolio view is available from any plan — it's always a click away at the top of the app.

  2. All plans appear automatically

    Every plan you've created in the project appears as a card. No configuration needed.

  3. Click any plan card to drill in

    Clicking a card takes you straight to that plan's roadmap view.

💡
Using for board reviews The Portfolio Dashboard is designed to be shown on a screen during leadership or steering committee meetings. Put your browser in full-screen mode (F11) and use the plan cards as talking points.

Tips, tricks & best practices

Get the most from OutcomeMap
🏷️

Name plans consistently

Use a format like Q3 2026 — [Team] so the portfolio view is easy to scan at a glance.

🔄

Sync frequently

OutcomeMap reads live from ADO. Keep your ADO work items updated (state, dates) and the roadmap stays accurate automatically.

👥

Use Area Paths per team

For multi-team orgs, give each team their own Area Path and filter plans to that area — keeps roadmaps focused.

📤

Export to image

Use your browser's print-to-PDF or screenshot tool to export roadmap views for presentations or email updates.

🔁

Review milestones weekly

Build a habit of updating milestone status each week. Even a quick "on track" check keeps the portfolio accurate.

🧹

Archive completed plans

Done with a quarter's plan? Close the linked Epic in ADO to remove it from active views — you can still find it in ADO history.

Clearing the session cache

If the app seems to be showing stale licence or plan data, clear the session cache from your browser console:

Browser console (F12)
sessionStorage.removeItem('outcomemap_licence_cache') location.reload()

Checking the running version

Browser console (F12)
window.__outcomemap_version
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Need help? Something not working as expected? Open the browser console and check window.__outcomemap_UI_ERRORS__ for recent error logs. Include these when contacting support — it speeds up diagnosis significantly.