Working with Program Management

about programs a program is a group of related projects managed in a coordinated manner to obtain benefits not available from managing them individually program management is the application of knowledge, skills, tools and techniques to meet program requirements programs allow portfolio, project, and demand managers to group projects into logical groups or to a specific initiative within the company (example you could use a program to group together all projects that are developing features for product a, or all those that use sql) a program can be a long lived entity that has projects refined and added to it over time it doesn't have to start and end with a specific set of projects; it can continue until a certain goal is reached when managing budgets, the estimated effort and planned effort for all projects are rolled up to the program likewise for the total allocated budget, consumed budget, and remaining budget they are all rolled up to the program using the program workspace getting started in the program workspace docid\ citul6lcauwzec6y k3unadding overview information for a program docid\ citul6lcauwzec6y k3uncompleting the details tab docid\ citul6lcauwzec6y k3unlink a portfolio budget plan from the portfolio budgets tab docid\ citul6lcauwzec6y k3un getting started in the program workspace follow these steps to create a program log in to the application as a portfolio, project, or demand manager open the program workspace the system displays a list of programs do one of the following to view or edit an existing program, open a program to create a new program, click new program adding overview information for a program docid\ citul6lcauwzec6y k3un completing the details tab docid\ citul6lcauwzec6y k3un link a portfolio budget plan from the portfolio budgets tab docid\ citul6lcauwzec6y k3un click save adding overview information for a program mandatory fields are marked with an asterisk field description name provide a unique name for the program up to 255 characters long summary provide a description of the projects or the goals of this program owner click on the magnifying glass to search for an existing program owner click on the arrow and select add new, edit or go to to see an employee's record sponsor click on the magnifying glass to search for an existing program sponsor click on the arrow and select add new, edit or go to to see an employee's record status select the status of the program from the drop down list choose from initial, active, on hold, cancelled, closed strategic objective strategic objectives set the major benchmarks for success click on the magnifying glass to search for an organizational goal that helps to convert a broad vision into more specific plans and projects click on the arrow and select add new, edit or go to to see the strategic objective record alignment to select from portfolios or program what you select determines the route/mechanism for rolling up of effort and budget from projects, via program, and into a portfolio the content of this drop down list changes dependent on whether you are creating a program, portfolio, or project when you select from the list, the tabs underneath also change to reflect what you can select from for example, if you select program, you see a major program tab click link and you are shown only those programs with different alignments ie the permitted ones you only see programs aligned to a portfolio the field is unavailable if there is already a link to a portfolio click unlink if you want to change the relationship refer to relationships within ppm docid\ alxfzkc2v9dpbnpyekce4 for an overview of how relationships work with budgets start date choose a start date for the program from the calendar end date choose an end date for the program from the calendar completing the details tab field description ### budget allocated read only field calculated by rolling up the allocated budget values from linked projects and sub programs consumed read only field calculated by rolling up the consumed budget values from linked projects and sub programs these are the costs consumed by the linked projects remaining read only field calculated by rolling up the allocated budget values minus consumed budget values from linked projects and sub programs note this field is red if the project is over budget ### effort planned (hours) read only field calculated by rolling up the planned effort values from tasks within linked projects, and sub programs (with other linked projects) estimated (hours) ready only field calculated from the estimated effort values from the project phase and the associated resource plan actual (hours) read only field calculated by rolling up the actual effort values from tasks within linked projects, and sub programs (with other linked projects) ### health schedule select from on track, at risk, off track to reflect the health of the program schedule program select from on track, at risk, off track to reflect the health of the program itself in terms of project completion budget select from on track, at risk, off track to reflect the health of the program budget link a portfolio budget plan from the portfolio budgets tab select the portfolio budgets tab click link select your portfolio budget plan if it is already listed, or select the custom search option to search for a portfolio budget plan using fields and expressions click select click save to save the program