Viewing and updating program details
Only the Program Assignee of the Program, Portfolio Manager of the parent Portfolio and Portfolio Master can edit the Program details.
To update a Program
- Log in to the Agility Suite application.
- Navigate to Workspace > Program.
- To open a program on the Program workspace, click the required program ID.
On the program details page, click Edit, and perform any of the following actions:
Action
Description
Change the basic program details
The program assignee can update below details of the program:
- Summary
- Description
- Attachments
- Primary and Secondary Labels
- Start, End and Target Dates
- Status
- Progress
- Importance
- Total Risk
- Value
- Budget
- Strategic
Assign program manager
The creator of the Program (portfolio manager/master) creates assigns a portfolio manager/master as the Program manager/assignee. But they can later reassign the program to another portfolio manager/master:
- Click the Associate button next to the 'program manager' field.
- A blade window will open with a list of portfolio managers. Select the new portfolio manager and click Select.
OR
Click on the Set Default Manager button to set the default manager as the manager of the current program.
(Note - How to make someone the Default Program Manager? Check Configuring Program Management under the Administering section.)
- Click Save to apply the changes.
Header Functions
Opening a program, you can also view functions (bottoms) related to the Program in the header.
The following table describes the program functionalities that you can view for your reference:
Header bottom | Purpose |
|---|---|
Labels | This button is accessible to users who have the role of Portfolio Masters or Program Manager and Portfolio Manager for the current Program. |
Other Program Tabs
Other than the basics you can also view certain tabs that provide more information about the Program. The Program Manager can use these information to work on the Program.
The following table describes the portfolio tabs that you can view for your reference:
Program tab | Purpose |
|---|---|
Projects | List of projects that comes under this program. To create a new project in the program, see Creating projects. To open and view a project, see Viewing and updating project details. |
Requirements | List of requirements related to this program. To create new requirements related to the program, see Creating requirements. Here you can find requirements created by ideas related to the program. To open and view a project, see Viewing and updating requirement details. |
Demands | List of demands related to this program. To create new demand in the program, see Creating demands. To open and view a demand, see Viewing and updating demand details. |
Ideas | List of ideas which have been related to the program. To create a new idea directly in the program, see Creating ideas. To open a view an idea, see Viewing and updating idea details. |
Details | Here, you can see the details which we have filled while editing the program, this includes, the program manager assigned, description, attachments, importance, total risk, value, budget, and strategic details. |
Activities | The activities tab on the program details page displays activities and the history of the changes that the portfolio/program manager has made in the program. |
Related | The program manager can attach files to a program and view a consolidated list of all the documents added. Here you can consult all documents related to Ideas, Demands, Requirements and Projects of the program. For more information about attachments, see Adding documents to a Portfolio. |