Relationships Within PPM

about ppm relationships the alignment to field in the overview part of a program allows you to determine the route or mechanism you want to use for rolling up both effort and budget the content of the drop down list for the alignment to field changes dependent on whether you are creating a program, portfolio, or project if you are working with a project, the alignment to field has a choice of portfolios , program or major project if you are working in a program, you have a choice of portfolios or program if working with a portfolio, you have a choice of portfolio only the unique feature of is that both projects and programs can be aligned to multiple portfolios tip major and sub projects use the same business object; the only difference is the position in the relationship map projects a project can be aligned to a program or directly to a portfolio a project can be aligned to multiple portfolios a project can only be aligned with one program (hence program is always singular in the alignment to drop down list) a sub project(s) can be nested under a major project and has its finances automatically rolled up into the major project green and red budget symbols together the project has 2 sub projects that roll directly up to two portfolios and it pulls funds from both green and red portfolio master budgets programs a program can be aligned to multiple portfolios a sub program can be nested under a major program a program cannot be nested under a project you can't align a program to more than one different entities at the top level (example a program cannot align to a program and a portfolio) programs do not have any budget triangles or circles on them in the diagram this is because programs don't usually have their own budgets; programs are for organizing and grouping projects the portfolio budgets tab is initially hidden but can be used in the rare instance that a program has expenses of its own you can allocate portfolio budgets in tabs, but the actual figures are unavailable for editing because they come from project owned fields programs show managers which budgets they are using money from if you are a manager you can see which portfolio budget plan you can use to create a budget for a project in a program portfolios a portfolio cannot be nested under a program a portfolio has a budget, shown on the image by triangles if you have a very large organization, you can nest a sub portfolio under a major portfolio if a sub portfolio has a budget it gets automatically linked to the master portfolio the projects with the turquoise triangles roll up to both portfolios, whereas the yellow project budget only rolls up to the portfolio with the yellow budget triangle