Strategic Program Management

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The goal of strategic planning is to use programs and their underlying projects to transform the business via any number of outcomes (e.g., products, applications, services, technology, facilities, and more). Discover how to create build, review, and manage a strategic plan.

4 Courses

intermediate

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Strategic Program Management Concepts
This course provides an overview of strategic program management, goes over important screens and provides details on strategic grants. It also shows how to create portfolios of strategic programs and work with the Strategy Portfolio View.
2 Topics
intermediate
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Strategic_Program_Management/Strategic_Program_Management_Concepts
Strategic Program Management Overview
The Strategic Program Management Overview chapter in the Strategy training material.
Pages: 7
Strategic Planning Overview
Overview of strategic planning, which helps your organization determine if it is supporting the proper strategic and organizational goals and has the resources (human, financial, etc.) to execute them
Strategic Planning Screens Overview
Provides general information about the major screens that help you manage strategic entities
Use the Navigational Search Box
This article explains how to search for entities like projects, resources, outcomes, or strategies in Portfolio and Resource Management.
Understand Search Tips and Concepts
This page gives some useful tips for using the search engine for Portfolio and Resource Management.
Navigate to Specific Strategic Portfolios or Strategies
This mixed media article explains how to find strategic entities using the Strategies menu and ues the Strategy Portfolio Manager tile..
Review Strategic Grants
This article demonstrates how to review your grants to strategic entities, such as strategies and programs.
Share Strategic Grants
This article tells how to share (give or forward) a strategic grant with another user.

Understand Strategy Portfolios
The Understand Strategy Portfolios chapter in the Strategy training material.
Pages: 10
Strategy Portfolios
Overview of tasks relevant to managing a Strategy portfolio
Create a Strategy Portfolio
This mixed media article shows how to create a portfolio of strategies to work with.
Edit a Strategy Portfolio
This article goes over how to edit the content of a Strategy portfolio.
Summarize Program Budgets
This article goes over how to use the summarization functionality in a strategic portfolio.
Summarize Strategic Budgets
This article goes over the concepts involved with summarizing financial data for a Strategic portfolio, and how to turn summarization on and off.
Adjust the Strategic Hierarchy using Tree, List, and Group
This article describes how to use the Tree, List, and Group buttons to adjust the strategic hierarchy display.
Roll Up to Program Budgets
This article provides basic instructions for rolling up financial data into programs.
Spread Down Budgets to Work
This article provides basic instructions for spreading down financial budgets to work/projects.
Understand Summarization, Roll Up, and the Financial Load
This article gives background information and notes about how roll-up, summarization, and the financial load process work.
Invite Other People to View a Strategy Portfolio
This article explains how to invite people to view the data in a strategy portfolio you have created.
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Work with Strategic Programs
This course covers how to work with strategic programs. It covers creating a strategic program, working with inter-project or program dependencies, associating work and outcomes to programs, working with the strategic roadmap, and working with strategic baselines.
5 Topics
intermediate
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Strategic_Program_Management/Work_with_Strategic_Programs
Add a Program
The Add a Program chapter in the strategy training materials.
Pages: 5
Add a Program
This article goes over concepts for creating new strategic programs along with links to how to create and view details of programs.
Add a Strategic Program
This mixed media article provides instructions for adding a strategic program.
View Program Details on Strategy View
This article shows how to access the Strategy View screen to see details about strategic programs.
Understand Strategic Lifecycle Options
This article discusses options for setting up strategic lifecycles.
Describe, Categorize, and Assign Strategic Lifecycle Responsibilities
This article provides instructions for assigning strategic lifecycle roles.

Work with Inter-Project or Inter-Program Dependencies
The chapter on Work with Inter-Project or Inter-Program Dependencies in the strategy training material.
Pages: 4
Work with Inter-Project or Program Dependencies
This article goes over important concepts relating to inter-project dependencies, and contains links to articles with more details about them.
Understand the Four Types of Dependency
This article contains a chart defining the four types of project dependency: required by, codependent on, dependent on, and redundant with.
Create Dependencies between Two Programs
This article shows how to create dependencies between two programs.
Edit or Delete Program Dependencies

Associate Work and Outcomes to Programs
The Associate Work and Outcomes to Programs chapter in the strategy training materials.
Pages: 4
Associate Work and Outcomes to Programs
This article discusses the organization of the strategic structure and how program, work and outcome associations work. There are also links to instructions for allocating projects and outcomes to programs.
Initiate Work from Programs
This article goes over how to add a project/work from the Strategy Portfolio Manager.
Associate a Project with a Program
This article goes over how to associate projects/work to programs.
Associate an Outcome to a Program
This article explains how to associate an outcome to a strategic program.

Track Program Roadmap and Status
The chapter on Track Program Roadmap and Status from the strategy training material.
Pages: 7
Track Program Roadmap and Status
This mixed media article provides important background information and guidelines on the strategic roadmap, including its components and organization.
Set Strategic Roadmap Display and Date Preferences
This article explains how to set preferences for how elements of the strategic roadmap are displayed.
Review and Edit the Program Schedule
This article shows how to quickly access and manage the schedule for a strategic program.
Manage Program Milestones and Releases
This article gives instructions for adding milestones and releases to a program's schedule from the roadmap.
Understand Milestone and Release Management
This article provides some concepts and useful tips for working with milestones and releases on the strategic program roadmap.
Update Program Status
This article shows the two ways to view or update the status of strategic programs.
Export Program Roadmap as a PowerPoint Timeline
This article explains how to export roadmap elements to PowerPoint Timeline for further formatting.

Create and Manage Strategic Baselines on Strategic Portfolio Manager
The Create and Manage Strategic Baselines on Strategic Portfolio Manager chapter from the strategy training materials.
Pages: 8
Create and Manage Strategic Baselines on Strategic Portfolio Manager
This article gives some background on the Portfolio Manager tile on the Strategies menu, and explains how baselines created there are used. Links to working with this tile and baselines are included.
Save Strategic Data to a Baseline
This article gives information on the importance of target dates and actual schedule dates in a strategic baseline, and explains how to save strategic data to a baseline.
Create Financial Baseline with Lifecycles
This article shows how to create a strategic baseline by means of a lifecycle step.
Create Financial Baseline using Copy Plan
This article shows how to create a strategic baseline by manually copying to the appropriate version.
Review Strategic Baselines on the Roadmap
This article gives some concepts for interpreting what you see on a strategic baseline and provides some examples.
Compare Strategic Baselines on the Roadmap
This article shows how strategic baselines can be compared on the strategic program roadmap.
Adjust Strategy Portfolio Preferences
This article goes over the preferences that you can set for displaying strategic portfolio data.
Export Strategic Data
This article shows how to export strategic data into Excel, PDF PowerPoint or Power BI format.
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Strategic Financial Planning
This course covers the financial aspects of managing a strategic program. Strategic financial planning involves managing the financial plan and summarized high level effort. It can involve determining the financial plan for individual components of strategic portfolios during the planning phase.
1 Topics
intermediate
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Strategic_Program_Management/Strategic_Financial_Planning
Review the Strategic Financial Plan
The chapter on Review the Strategic Financial Plan in the strategy training.
Pages: 14
Review the Strategic Financial Plan
This article introduces important concepts for understanding how the Financial Planning Detail screen is used to manage the financial plans for strategic portfolios.
Understand the Financial Planning Detail Screen - Strategies
This article goes over the organization of the Financial Planning Detail screen from a strategic program planning perspective.
Set Financial Plan Preferences
This article provides details on the settings for strategic financial plans.
Analyze Financial Data by Changing Category and Focus Control
This article provides details on how the focus control functionality helps analyze strategic financial data.
Example of Accounts, Categories and Focus Controls
This articles hows the effect of changing the options on the Financial Planning Detail screen for a program.
Manually Enter Financial Data
This article shows how to manually add financial data to a strategic financial plan (as opposed to rolling it up).
Understand the Financial Planning Detail – Version Menu Overview
This article gives an overview of the Version menu on the strategic Financial Planning Detail screen.
Compare Two Financial Versions
This article shows how to compare two versions of a strategic financial plan.
Review Integrated Work Financial Plan for Allocated Projects
This article shows how to use the Work Financial Plan as a comparison "version" with a strategic financial plan version.
Use the Subtotal View to Analyze Financial Data
This article provides details on the use of the Subtotal pivot view for analysis of strategic financial data.
Load Financial Plan – Single Model
This article shows how to load the financial plan for a strategic portfolio when there is one financial model.
Load Financial Plan – Multiple Models
This article shows how to load the financial plan for a strategic portfolio when there is more than one financial model.
Financial Planning Detail – Enter Benefits
This article shows how to enter program benefits on the Financial Planning Detail screen.
Export Financial Data
This article shows how to export strategic financial planning data.
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Use the Strategic Planning UI
This course shows how to work with strategic portfolio ribbon tiles and column sets, the My Overeview menu, and My Account.
3 Topics
intermediate
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Strategic_Program_Management/Use_the_Strategic_Planning_UI
Review Strategic Portfolio Tiles and Column Sets
The Review Strategic Portfolio Tiles and Column Sets chapter in the strategy training material.
Pages: 7
Review Strategic Portfolio Tiles and Column Sets
This article introduces the tiles and column sets that are unique to the Strategies menu, and includes links to articles on working with them.
Review Strategic Portfolio Tiles
This article shows how to access the report tiles on the Strategy portfolio ribbon.
Manage Strategic Column Sets
This article discusses how to create and manage column sets used in strategic program management.
View Strategy Published Rank Columns
This article discusses how to view published rank columns in the Strategy Portfolio View.
Review Strategy View Tabs
This article explains how to use the tabs on the Strategy View screen.
Manage Strategy Ribbon and Tile Settings
This article goes over how to work with ribbon and tile settings for the Strategies menu.
Use Analyze to Create Custom Strategic Tiles
This article goes over how you can use the Analyze tile on the Strategy Portfolio View screen to create charts of your strategic data.

My Overview
My Overview (My Planview) chapter in SP training material.
Pages: 3
My Overview
This mixed-media article covers some key concepts about the My Overview menu.
Understand the My Overview Interface
This mixed media article provides a guide to the My Overview menu's user interface.
Use the Active Lifecycle Steps Tile on My Overview
This article describes how to use the Active Lifecycle Steps tile on the My Overview menu.

My Account and Menu Options
The My Account and Menu Options chapter of the PM training material E1 - PRM.
Pages: 7
My Account and Menu Icons
This article explains some key concepts about the My Account menu, which lets you set many types of preferences and other settings.
Set Preferences
This article describes how to set your general, resource, and financial and investment planning preferences using the My Account menu.
Modify Your Notification Settings
This article describes how to update your notification settings using the My Account menu.
Change Your Security Settings
This article tells you how to change your security settings via the My Planview menu.
Update Your Attributes
This article shows how to use My Account and your Resource View screen to update your attributes.
Delegate Lifecycle Steps from My Account
This article explains how to delegate all lifecycle steps assigned to you to another person, using the My Account menu. It also shows how to delegate a single lifecycle step to another person from the lifecycle.
Use the Banner Icons
This article explains the functionality of the icons that can appear at the top of the banner.
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