Creating Programs

This topic guides you on how to create new Programs. For a quick introduction and life cycle of Program Management, refer to Program-Management-Overview. These operations can be performed by Portfolio Managers and Portfolio Masters.

To create a new Program

1. Log in to the Portfolio Management application and select Create > Program.

2. On the Create Program page, enter the values for the following fields:

   Field Labels	Description
   Program Summary	Enter a heading or short summary of the Program which describes the objective.
   Description	This is a special type of field to add a detailed description of the Program. This rich text editor supports basic formatting, images, tables, and hyperlink. You may enter details like the objective, and goal which is fulfilled by addressing this Program.
   Associated Portfolio	Click Associate and select the portfolio with which you want to associate the program.
   Program Manager	A user with Portfolio Manager/Master role can be assigned as the Program manager.
   Importance	Rank the importance of the Program from 1 to 10. Rank 1 means lower importance, 10 means higher importance.
   Strategic	If the Program strategic or not. Select Yes or No
   Total Risk	Rank the risk level (or number of risks) of the Program from 1 to 10. Rank 1 means lower risk, 10 means higher risk.
   Value	Rank the value of the Program from 1 to 10. Rank 1 means lower value, 10 means higher value.
   Start Date	Start date of the Program.
   End Date	The tentative end date of the Program.
   Target Date	The tentative target date on which the Program is expected to close.

3. Click Save. The new project is created and opened in Ramp up status.

To create a new Program from the portfolio

1. Log in to the Portfolio Management application.
2. Navigate to Portfolios and click one of the give categories - Business or Application Portfolio. This will redirect you to the respective portfolio console.
3. To open the portfolio, click the corresponding portfolio ID.
4. Go to the Programs tab and click +Program.

5. On the Create Program page, enter the values for the following fields:

   Field Labels	Description
   Program Summary	Enter a heading or short summary of the Program which describes the objective.
   Description	This is a special type of field to add detailed description of the Program. This rich text editor supports basic formatting, images, tables, and hyperlink. You may enter details like the objective, and goal which is fulfilled by addressing this Program.
   Associated Portfolio	Click Associate and select the portfolio with which you want to associate the program.
   Program Manager	Person having Portfolio Manager/Master role can be assigned as the Program manager.
   Importance	Rank the importance of the Program from 1 to 10. Rank 1 means lower importance, 10 means higher importance.
   Strategic	If the Program strategic or not. Select Yes or No
   Total Risk	Rank the risk level (or number of risks) of the Program from 1 to 10. Rank 1 means lower risk, 10 means higher risk.
   Value	Rank the value of the Program from 1 to 10. Rank 1 means lower value, 10 means higher value.
   Start Date	Start date of the Program.
   End Date	The tentative end date of the Program.
   Target Date	The tentative target date on which the Program is expected to close.

6.  Click Save. The new project is created and opened in Ramp up status.