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About Pypelyne


Getting Started

Accessing Pypelyne

Logging in

Creating an Account

Role Of Organization

Forgotten Password

The Roadmap View

Adding an Item

Name and Description


Scope and Expenses

Strategic Alignment




Filtering Items

Ranking Items

Other Views

The Calendar View

Selecting Milestones

Viewing Project Details

The Insights View

Portfolio Insight

Pipeline Insight

Grid View

Exporting Your Roadmap

Printing Your Roadmap

Settings and Controls

Changing Account Info

Adding Users

Managing Users

Changing Organization Info

Legal and Informational

Terms of Use

Privacy Policy

Settings and Controls

To manage aspects of your accounts or others who can access your roadmap, you can use the Settings button, which is accessible from the top navigation.

From this view you can select different functions represented by tabs.

Changing Your Account Information

Select the Change Account Info tab to update information about your own account such as your name, your email address, and your password.

Adding a User

If you created the roadmap for your organization, you can add invite users to view and manage your roadmap.

Select the Add a User tab to add a user to your roadmap. To add a user you need to provide their name, their email address, and you need to create a password for them (which they can later change.)

An invitation email will be sent the user when you create an account for the user.

Please note that sometimes this inivitation email can get funnelled into the users junk or spam folder.

Change Organization Name

To change the name of your organization select the Change Organziation Info tab. Please note that the organization name must be unique to the system.

This function is only available to the roadmap administrator.

Managing Users

To quickly see all the users who have access to your roadmap, select the Edit Users tab. This will show you a list of all the user linked to your roadmap. You can select a person to update their information.

This function is only available to the roadmap administrator.