Programme Management

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Index

Introduction The Portfolio provides visibility, access and supporting data relating to programmes for your organisation. The views include a list of Programmes with high level details and progress and overviews of current programme projects. Raise new programmes by using the red + icon in the bottom right hand corner of the screen.

Related Articles Programme Project Manager Administration

Programmes

List View

Programmes are displayed in a list. The column order can be adjusted on a per user basis by selecting and dragging columns into position. Clicking the cog on the right hand side opens a popup window which allows each user to customise the view in terms of which columns are visible and are shown in what order, depending on their preference.

Available Columns

• Name

The Name of the Programme is a mandatory field for each programme. This may be a descriptive name or in some cases programme managers like to have code names for their programmes

• Programme Manager

This is the name of the person who is managing the programme.

• Start date

Displays the start date for the programme

• End date

Displays the end date for the programme

• Programme Sponsor

This is the name of the user assigned the programme sponsor

• Progress

Displays the progress of the entire programme (0-100%)

• Status

Displays the status of the entire programme

• Number of Projects

Displays the number of projects that are included within the programme

• Last Modified By

Presents the name of the person that last provided an update to the details of the programme

• Last Modified Date

The date when the programme was last updated

• Sub Status

Displays the sub status of the the entire programme

• Custom Fields

Custom fields that have been added to a programme. Long text fields (Custom B) are not available

Filters

• Search - Filter the displayed programmes based on programme name
• Status - Filter the displayed programmes by programme status
• Programme Manager - Filter the displayed programmes by programme manager
• Programme Sponsor - Filter the displayed programmes by programme sponsor

Gantt View

Programmes are displayed in a gantt chart which visualises programmes across the selected year. By default, the current year is selected on initial load. You can change the theme of the chart using the drop down menu on the top right hand side of the screen.

Filters

• Status - Filter the displayed programmes by programme status
• Programme Manager - Filter the displayed programmes by programme manager
• Programme Sponsor - Filter the displayed programmes by programme sponsor
• Year - Filter the displayed programmes by year

Programme Boards

Create and Manage Boards on your Portfolio view. Add Programme Cards, as well as other Hornbill entity cards as required.