Programs › How to Create Programs › Create New Programs

Create New Programs

Follow these steps:

1. Open Home, and from Portfolio Management, click Programs.

   The programs page appears.

2. Click New.

   The create page appears.

3. Complete the following fields:

   Assignment Pool

   Specifies the pool of resources allowed when assigning resources to programs.

   Values:

   • Team Only. Allow only staff members.
   • Resource Pool. Allow team staff members and resources you have access to for booking to a project. With this option, when you assign a resource to a program, the resource is also added as a team staff member.

   Default: Resource Pool

   Required: Yes

   Program Name

   Required. Enter a unique name for the program.

   Limit: 80 characters

   Program ID

   Required. Enter a unique ID for the program.

   Limit: 20 characters

   Description

   Enter a description of the program.

   Limit: 254 characters

   Manager

   This fields defaults to the name of the user creating the program.

   Page Layout

   Required. Select the Dashboard layout to view project or program data.

   Values:

   • Project Default Layout. The default setting. Use this Layout to view default labor and team utilization charts on the Dashboard.
   • Program Layout. Use this layout to view budget data on the Dashboard.
   • Program Status Dashboard. This layout is only available if you have installed the Accelerator: Program Management Office add-in.
   • Project status Dashboard. This layout is only available if you have installed the Accelerator: Program Management Office add-in.

     See the PMO Accelerator Product Guide for more information.

   Start Date

   Select or enter the date of starting the program.

   Finish Date

   Select or enter the date of completing the program.

   Stage

   Defines the company-defined stage for the program.

   Goal

   Select a goal for the program.

   Values: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, and Maintain the Business.

   Priority

   This field is only applicable if you plan to work with the project in Open Workbench. The number entered is a score for the importance of the project in relation to all other projects in your organization. This score controls the order in which tasks are scheduled during Autoschedule, subject to dependency constraints.

   Values: 0-36, with 0 being the highest.

   Default: 10

   Progress

   Select the program progress.

   Values: Completed, Started, and Not Started.

   Default: Not Started.

   Status

   Select the program status.

   Values: Approved, Unapproved, and Rejected.

   Default: Unapproved.

   % Complete Calculation Method

   Specifies the method for calculating the percent complete value for the project and tasks.

   Note: If you are using CA Clarity PPM with Microsoft Project, or if you are using an external job to calculate % Complete, select manual as the calculation method.

   Values:

   • Manual. Use this method to enter the percent complete for the project, summary, and detail tasks manually. The % Complete field appears on the task properties page.
   • Duration. Use this method to track percent complete based on duration. The duration is a measure of the total span of active working time for a task: from start to the finish date of a task. In this method, enter the % complete for the detail tasks. The % complete for summary tasks is automatically calculated based on the following formula:

     Summary Task % Complete = Total Detail Task Duration Complete / Total Detail Task Duration
     

   • Effort. Use this method to calculate the % complete for summary and detail tasks, automatically, based on the work units completed by resource assignments. The calculations are based on the following formulas:

     Summary Task % Complete = Sum of Detail Task resource assignment Actuals / Sum of Detail Task resource assignment Effort
     Detail Task % Complete = Sum of resource assignment Actuals / Sum of resource assignment Effort
     

     Note: If you assign a non-labor resource to a task and the % Complete Calculation Method is set to Effort, the effort and actuals for that resource are ignored in the calculation.

   Default: Manual

In the Organizational Breakdown Structures section, define the OBS to associate with the program for security, organizational, or reporting purposes.

Department

Defines the financial department associated with the program.

Required: No

Location

Defines the financial location associated with the program. The location requires belonging to the same entity as the department.

1. Save the changes.

More information:

Monitor Program Performance