Work with Strategic Programs
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Topics
- 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.
- 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.
Content
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.