This article covers:
- Accessing and configuring the programme entity
- The Programme >> View page
- Adding programmes
- Linking projects to programmes
Programme management is the process of managing several related projects, often with the intention of improving an organisation's performance. PPO allows for the use of programmes through a specialised "Programmes" entity. This entity allows users to add programmes with specific programme information and documents. Once a programme has been set up, users can link projects to that programme by making use of a Programme List data field type.
The Programmes entity can also be renamed to suit other requirements related to the grouping of projects. Examples of alternative names for Programmes include Objectives, Initiatives and Facilities. For more information on renaming entities, please access the following knowledge base article.
The Programme entity can be accessed from the Programmes menu item.
Access to the Programmes as well as access to add, edit and view the Programmes, is maintained in each user's user group access rights.
For more information on user groups and user group access rights, access the following knowledge base article.
The Programme entity can also be configured to show fields for all the additional programme information that may be required.
For more information on configuring data fields, access the following knowledge base article.
The Programme >> View Page shows detailed programme information. In addition, it also shows a list of projects which are linked to the selected programme (i.e. projects where this programme is selected in the "Programme" data field). Lastly, the page shows all documents that are linked to the specific Programme.
The user can add as many programmes as required, by clicking on the Add Programme icon. The required information then needs to be completed, before clicking on the Submit Programme icon.
After a programme has been added, it will automatically be available from any Programme List data type field.
The ability to apply a filter to the programme list is also available as an additional option when using a programme list data type field. For more information on data field types, access the following knowledge base article.
The programme field is available on the project entity when adding or editing projects. Should you wish to link a project to a programme, you can do so by selecting the applicable programme from the programme drop-down list (as per the screenshot below).
Once you have selected the programme, click on the “Submit Project” icon. Please note that projects can only be linked to one programme at a time. By linking projects to a programme, reports and dashboards can be viewed on a portfolio, programme or project level.