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Create a guided program

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Create a guided program

Create a program by setting goals, identifying opportunities, creating demands, and tracking the projects. You can also view the application rationalization roadmap at any stage of creation of the program.

Before you begin

Role required: sn_apm.apm_analyst

About this task

Select the financial year to start with the program steps by clicking the Select Fiscal Period to start planning choice list in the Fiscal Period section.


  • Step 1: Set Goal Contribution Target
    1. Click Set target. The New Goal Contribution Target pop-up form opens up.
    2. Enter the Target Goal Contribution %
    3. Optionally, enter a Comment.
    4. Click Save.
  • Step 2: Identify Opportunities

    You can also navigate from the application navigator by clicking Application Portfolio > Application Strategy > Analyze.

    1. Click Identify Opportunity in the Program Navigation page. The Application Categories Analysis page opens up.

      Category Analysis page: The page consolidates the application details by category and helps to narrow down to target applications by filtering them with the application indicator scores and values.

      Figure 1. Category Analysis page
      The Category Analysis page shows the assessment period, filter applications, and application categories
      • Assessment Period: The fiscal period that you selected defaults in the Assessment Period section.
      • Filter Applications: Use the Filter Applications pane to filter the application categories based on the application indicators. Based on the filter criteria, the Application Categories section lists the application categories by name that falls within the filtered values.
      • Application Categories: The Application Categories pane lists the various attributes like the number of applications within each application category, whether homegrown or COTS, along with the application scores and application indicator scores and values.
      • Click the bulb (The bulb icon) icon to view all ideas.
    2. Update the Select Fiscal Period to start Analysis in the Assessment Period section by selecting a fiscal period from the choice list.
    3. Use the Filter Applications pane to select the desired indicators from the choice list.
    4. Select the attributes that you would like to see and compare in the Application Categories section.
    5. Click one of the items in the Category Name column. The Bubble chart opens up.
  • Step 3: Create Demands
    1. Click the Demands link to create a demand. The Opportunities for Program guided board opens up.
    2. Review all the ideas in the Draft column.
    3. Submit them for peer or management review. Once Accepted a formal demand is created.
  • Step 4: Track Project
    1. Click the Projects link to track the status of the project anytime.

      The Program Workbench opens up. As the demands are approved and the projects are executed, you can navigate to the program workbench to track the status of the projects.