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Create a guided plan to execute a program

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Create a guided plan to execute a program

Create a guided plan by setting goals, identifying opportunities, creating demands, and tracking the projects to implement the program that you created.

Before you begin

The Program Navigation page guides you in setting a goal target for the fiscal years to achieve the goal. You can also view the application rationalization roadmap at any stage of creating the program.

You should have created a program before you create a guided plan for the program.

Role required: sn_apm.apm_analyst

About this task

  1. Navigate to Application Portfolio Management > Home.
  2. Click View in the No. of Programs section.
  3. 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.
    2. In the New Goal Contribution Target form, fill in the fields.
      Table 1. New Goal Contribution form
      Field Description
      Program Name of the program.
      Fiscal Year The fiscal period for which goal is being set.
      Target Goal Contribution % Target goal contribution for the selected fiscal period.
      Comment Description that explains the target goal contribution for the program.
    3. Click Save.
      The Step 1: Set Goal Contribution Target shows the percentage of the goal that you want to achieve in the selected fiscal period. For example, if your goal is to maximize cloud applications by 40% in FY17 and you set the Target Goal Contribution % as 50%, then the Set Goal Contribution Target displays 20%
  • Step 2: Identify Opportunities

    You can also navigate to Application Portfolio > Application Strategy > Analyze.

    1. Click Identify Opportunity in the Program Navigation page.

      On the Group Analysis page, review the assessment period, analyze the application categories, and assess the number of applications against each category.

    2. Update the Select Fiscal Period to start Analysis field in the Assessment Period section by selecting a fiscal period for which you would like to analyze the applications.
    3. Use the Filter Applications pane to set your filter conditions based on the application indicators and scores.
    4. Compare and analyze the applications by category name in the Application Categories section.
    5. Click an item in the Category Name column.
    6. Right-click a bubble in the Bubble chart and click the Create Idea prompt to create an idea. If your idea is to invest more on a category, click the invest bubble.
      After you save the idea, the The bulb icon bulb icon on the top right corner of the page displays it as a number.
  • Step 3: Create Demands

    Navigate to the Program Navigation page and perform the following tasks:

    1. Click the Create Demands link to create a demand.
      The Opportunities for Program visual task board opens up.
    2. Review all the ideas in the Draft column.
    3. Move the idea to Submitted column for peer or management review.

      The demand manager reviews the submitted ideas and accepts them to create a demand.

    4. Navigate to Application Portfolio > Ideas.
    5. In the Ideas list view, click the Idea that you created.
    6. Review the record, and update it if needed.
    7. In the Demand column of the idea, click the demand link.
      The demand record opens up. If the Type field is Project, then there is a Create Project link in the Related Links section.
    8. If the Type field in the demand record is Project, click theCreate Project related link.
      A message then indicates that a project has been created. You require a demand manager role to create, view, assess, modify, and approve demands using the Demand Management application.
  • Step 4: Track Project
    1. Click the Track Projects link to track the status of the project anytime.
      The Program Workbench opens up, which is a central location for creating and managing projects. As the demands are approved and the projects are executed, you can navigate to the program workbench to track the status of the projects.