Today I will show you how to create Program for Projects using Project Accelerator and Project for the Web!
But First of all what is Program anyway? According to PMI Project is temporary endeavor undertaken for creating unique Product, Service or Result! On the other hand, Program is a group of related projects managed in a coordinated way to obtain benefits and control not available from managing them individually. Programs may contain elements of work outside of the scope of the discrete projects in the program. So Projects in a Program have to be related!
Let me create Marketing Program:
I will get new screen with following fields:
- Name: The Program Name
- State The Program State. I can select:
- (1) Proposed
- (2) Active
- (3) Closed
- (4) On Hold
- Priority: The Program Priority. I can select:
- (1) Critical
- (2) High
- (3) Moderate
- (4) Low
- Business Unit: To which Business unit Program below. I can select:
- Product Development
- Manager: The Program Manager. I can choose from the user list in My Azure Active Directory
- Program Type: I can
- Program Type: I can select:
- Customer Satisfaction
- Grow Business
- Run Business
- Program Start: Expected Program Start Date
- Program Due: Expected Program End Date
- Description: Program Description
- Business Case: Here I can type Business Case for the program
So it can look like this:
Now, I will choose Financial Tab, and I can edit following fields:
As you can see, I can only put Budget and Benefit amounts, and everything else is going to be calculated, after I save the program. So I will do it, and I will get:
As you can see ROI is 2,00, because it is calculate as (Benefit – Budget) / Budget = (3.000.000 – 1.000.000) / 1.000.000 = 2.00, and Remaining Budget Allocation is 1.000.000 because nothing has been spent yet! And if you look at Project Financials you will see that Project Budget, Project Actual Cost, Project Remaining Budget, Project Benefits, and Project ROI is zero, because there is no single Project assigned to the Program yet, and all Last updated fields are the same, and it is 5/2/2021 which is the date when I last saved the Program (for now).
Let me jump to the Status Tab:
I can choose KPIs for Overall Health, Financial Health, Effort Health, and Schedule Health, and choices are:
- (1) On Track
- (2) At Risk
- (3) Off Track
Active Projects, Projects At Risk, Projects On Track and Project in Trouble are zero, again because there is there is no single Project assigned to the Program yet, and all Last updated fields are the same, and it is 5/2/2021 which is the date when I last saved the Program (for now).
Let me jump to the Projects Tab:
As you can see, nothin is displayed here, again because there is there is no single Project assigned to the Program yet. Be aware that I can have a lot of Projects opened / Created, but I can not add them to the specific Program here. Where can I assign them? Well, that is what I am going to show you in my next Blog Post
Finally, the Notes Tab:
When I create a note, I can put the Title (in my example: My note), a note itself (in my example: Here is my note) and if I click on Add note it will be saved. After it is saved you will see it is shown on the screen below:
I can also attach a file with my note, ad you can see in my example above.
OK, I created a Program. Now what? Well, wait for my next Blog Post to find out!