Create a program to manage projects and demands

Create a program to manage related projects and demands. Define the duration, estimated cost, benefits, and ROI to the organization.

Before you begin

Role required: it_program_manager

Procedure

  1. Navigate to Project > Programs > Create New.
  2. On the Program form, fill in the fields.
    Table 1. Program form fields
    Field Description
    Program Name Name of the program.
    Program manager Program manager assigned to the program.
    Portfolio Portfolio to which the program belongs.

    If a portfolio is not selected for the program, the program is termed as a global program. The projects and demands in a global program can be associated to any portfolio.

    Status Current status of the program. This information is updated from the status of all the projects that are part of this program.
    Strategies Strategic objectives of the organization that the program fulfils. A program can fulfil multiple strategic objectives.
    Number System-generated number with a configurable prefix.
    Priority Priority associate with the program.
    State Current state of the program.

    Default states: Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, Closed Skipped.

    Goals Goals associated to the selected strategy. A program can fulfil multiple goals.

    If a strategy is not selected, then all goals are displayed in the choice list.

    Description Detailed description of the program.
    Dates tab
    Planned start date Intended program start date.
    Planned end date Intended program end date. The end date is extended based on the end date of the program tasks, projects, and demands.
    Planned duration Expected duration of this program. The planned duration is updated whenever the planned end date of the program changes.
    Actual start date Date that the program actually starts.
    Actual end date Date that the program actually ends.
    Actual duration Actual duration of the program from program start to program closure.
    Financials tab
    Planned cost Estimated cost of the program. Select a currency type and enter a value.
    Budget cost Budgeted cost for this program.

    The value is rolled up from the cost breakdown of the program.

    You can also enter the value manually. Select a currency type icon and enter a value.
    Actual cost Actual cost of the program.

    The value is rolled up from the cost breakdown of the program.

    You can also enter the value manually. Select a currency type icon and enter a value.

    Risk Risk associated with the program.
    Planned benefit Planned benefit value for the program.

    This value is rolled up from the benefit breakdown of the program.

    You can also enter the value manually. Select a currency type icon and enter a value.

    Planned returns Planned returns is based on the difference between planned benefit and planned cost.
    Planned ROI% The result is calculated based on values in the Planned return and Planned cost fields.

    (The formula is planned return/planned cost X100.

    Score Program score is calculated based on the individual scores of these attributes: risk score, value score, and size score, which in turn are calculated based on risk, planning ROI%, and estimated cost attributes (on a program) respectively.
    Note: You can configure the formula for score calculation.
    Note: If the estimated cost and planned benefit values are rolled up from the cost and benefit plans, the currency property com.glide.financial_management.currency_code determines the currency in which the roll-up happens. If the property is not set, then the currency is derived from the global currency of the instance.
  3. Click Submit.

What to do next

Use the following related links and lists:
Table 2. Program form related links and lists
Field Description
Related Links
Program Budget Allows to allocate the budget to the program.
Program Workbench Opens the Program workbench.
Related Lists
Program Tasks Lists the program tasks of the programs.

To create a new program task, click the New button.

Projects Lists the projects included in the programs.

To create a new project, click New.

To add existing project to the program, click Edit.
Demands Lists the demands included in the programs.

To create a new demand, click New.

To add existing demand to the program, click Edit.
Risks Lists the risks that are part of the program.

Risks of the program, and projects and demands are added.

To create a new risk, click New.
Issues Lists the issues that are part of the program.

Issues of the program, and projects and demands are added.

To create a new issue, click New.
Cost plans Lists all the cost plans for projects and demands that are part of the program.
Benefit Plans

Lists the benefit plans for projects and demands that are part of the program.

Program Budget Lists the program budget according to fiscal years. Click the amounts in the list to revise them.