Manage Programme Records

Select from the following to manage programme records:

To add or edit a programme:

  1. Navigate to Maintenance > Programmes > New Programme.

    Alternatively, search for an existing programme.

    The Programme Editor is displayed.

    The Programme Editor

  2. Enter or edit the relevant details.

The fields on the Programme Editor are described in the following table.

This field Holds this information...
Number A user-defined programme number.
Name The name of the programme.
Status

The programme status.

Note: These can be defined in Programme Status reference data (accessed by navigating to Maintenance > Programmes > Programmes).
Type

The programme type.

Note: These can be defined in Programme Type reference data (accessed by navigating to Maintenance > Programmes > Programmes).
Description A description of the programme.
  1. Click Save.

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You can view the programme forecast on the Summary tab of a programme record. The graph is calculated from the Project Forecast data against Projects which are linked to the Programme.

Programme forecast

Use the Programme Forecast to:

  • Change the x-axis to months or years by selecting from the View Type drop-down
  • Change the chart type from the Chart Type drop-down
  • Display or hide the labels by selecting or deselecting the Show Labels check box
  • Hover over a plot point to view the forecast and actual figures

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You can link a programme to another programme and create a parent/child relationship

To link to a child programme:

  1. Search for and open the relevant programme.

  2. Click the Link to Child Programme(s) or Link to Parent Programme option in the Tasks panel.

    Link to Child Programme or Link to Parent Programme option

    The Child Programme Picker or Parent Programme Picker window is displayed.

    Parent Programme Picker window

  3. Click the Selected check box adjacent to the relevant programme record(s) and then click OK.

    Note: You can only link to one parent programme.

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To link a programme to a business unit:

  1. Search for and open the relevant programme.

  2. Click the Link to Business Unit option in the Tasks panel.

    Link to Business Unit option

    The Select business unit window is displayed.

    Select business unit window

  3. Select the relevant business unit and then click OK.

    The Business Unit List screen is displayed with the new business unit.

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To link a programme to a project:

  1. Search for and open the relevant programme.

  2. Click the Link to Project option in the Tasks panel.

    Link to Project option

    The Select Project To Add window is displayed.

    Select Project To Add window

  3. Select the relevant project and then click OK.

    The Project List screen is displayed with the new project.

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Refer to Programmes Reference Data for further information.

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Refer to Manage Notes for further information.

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Refer to Use Attribute Manager for further information.

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