Program Management Console


The Program Management Console gives you the list of the Programs created in the application. It provides a single point for Portfolio Managers/Masters and Program Assignees, where they can monitor the progress of the Programs as they move through their lifecycle.

To access the program management console, log in to the Portfolio Management application and click Workspace > Programs.

The following figure shows the options once you access the project console.

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The following table describes the project console UI elements:

Annotation

UI element

Description

1

Navigation bar


Access menus

Navigate to the following options available in the Portfolio Management application:

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Messages: Shows the notifications for your profile.

For example, when a project task is assigned to the currently logged in user, they will get a notification that will appear under this bell icon.

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Application Settings: Shows the configuration settings in BMC Helix Portfolio Management. For more information, see Administering.

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Application Launcher: Contains all the applications, created within Innovation Studio. 

For more information, refer to Viewing Reports.

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My Profile: Displays the following user options:

  • My Competencies: Redirects the users to the My Competencies section, where they have different consoles to add and manage their qualifications, trainings and examination certificates and keep track of their assessment history. For more information, see Managing My Competencies.
  • Log Timecards: Redirects the user to the Timecard Dashboard, where they can enter a new timecard. For more information, see Timecard Dashboards
  • My Availability: An availability tag that can be applied to a user's profile to show they are available for assignment.
  • My Preferences: A field to enter the preferred language of the user.
  • Sign Out: Click to log out of the application.

2

Workspace

List of Programs.

3

Program ID

Opens the Program.

4

Search grid 

Search for a program by entering the keywords or program ID.

5

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Filter the listed records by entering or selecting values.

For example, you want to view active programs. To view these records, in the Filter list, select Active from the Status field and click Apply.

You can use preset filters that are available for cases, tasks, and knowledge articles to narrow down your search. Preset filters are filters that are available out of the box for cases, tasks, and knowledge articles. Learn more about creating filters in Defining filter presets to search records.

6

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Modify the visible columns in the workspace.

The list of columns contains -

  • Created by
  • ID
  • Modified Date
  • Portfolio
  • Primary Label
  • Program ID
  • Status Label
  • Summary 

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*