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Planview Customer Success Center

Program Management

Program Management

The Program Management capability supports the management of program roadmap realization. Each capability within the Planview Capability Framework has a distinct set of features and functionality, business processes, best practices, and analytics and reports that deliver value to customers in the form of specific business outcomes.

Processes and Reports

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This capability supports the creation, planning, business case development, and approval of programs that will deliver the organizational strategic initiatives and business outcomes.


Program Management Process Steps


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Program management process flow


Process Step Description
Do work     Resources carry out the work that has been assigned to them.
Deliver program through underlying projects Relevant project managers monitor and manage all captured information on project status and progress as resources execute projects and deliver work. This information can also be consolidated and visualized at the program level. This allows the program manager to monitor the overall progress of the program against the initial baselines.
Consolidate program forecast and actual costs

Obtain a roll up of financial data from the delivering projects, based on the associated entities.

As a program progresses, the costs of associated projects are rolled up to the program level. When a project is associated to program(s), an allocation percentage is defined. This allocation percentage is used to roll up the project's cost to its associated program(s).

Monitor and manage program financials

Review and refine program financials based on the current view of how the program is being realized through the execution of its projects.

By comparing financial versions, it is possible to track the variance between the approved baseline costs and effort, and the current forecast to highlight any areas that require attention.

Understanding the program financials allows you to re-balance the overall program budget across the delivered projects, including reassignment of investment funds from one project to another, to reflect the baseline costs.

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Monitor and manage program roadmap

Maintain the target dates and milestones of the program. The Program Manager can align the program schedule and the schedule of associated projects.

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Update program status and narrative    

Update the program assessment indicator criteria and populate the program narrative or commentary with the appropriate values and information.

This information can then be exported as a summary of key information relating program execution into a one page report for program stakeholders and strategic review meetings.

The report includes the program attributes populated as part of this step, responsibility information, trend of program condition/RAG/RYG status, descriptive information, date and milestone information, financial summary, commentary and change request, risk and issue lists, plus key information on the associated projects that are delivering the program.

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