{"id":166,"date":"2016-09-21T16:36:43","date_gmt":"2016-09-21T04:36:43","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=166"},"modified":"2023-08-27T23:03:35","modified_gmt":"2023-08-27T23:03:35","slug":"a64","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a64\/","title":{"rendered":"View programme page"},"content":{"rendered":"
This page is shown in Figure 1 and shows all the information relating to the selected \"Programme<\/a>programme<\/a>.\r\n\r\n\"programme<\/a>\r\n

Figure 1 – Programme view page<\/strong><\/p>\r\nThe \u00a0top header area<\/a> allows you to\u00a0\"Edit<\/a> edit<\/a>, \"Delete<\/a> delete<\/a>, \"Move<\/a>move<\/a>, \"Copy<\/a>copy<\/a> or \"Reference<\/a>search the programme; or to add a new \"add<\/a>programme, \"Product<\/a> product<\/a>,\u00a0\"add<\/a> project<\/a>, \"Change<\/a>change request, \"folder\"<\/a>folder, \"working<\/a>task group, \"icon_user\"<\/a>role, \"Tasktask, \"Milestones<\/a>milestone, \"Budget<\/a>budget, \"Expenses<\/a>expense item, \"benefit\"<\/a>benefit, \"Lesson<\/a>lesson, \"Actions<\/a>action, \"Risk<\/a>risk, \"issues<\/a>issue, \"Contracts<\/a>contract, \"icon_exception\"<\/a>exception, \"Better<\/a>assumption, \"decision<\/a>decision, \"Defectdefect, \"Attachments<\/a>attachment, \"Comment<\/a>comment or \"icon_whiteboard\"<\/a>whiteboard within this programme. You may also have access to export your whole programme to an\u00a0\"XML<\/a> XML file or to subscribe to an\u00a0\"RSS<\/a> RSS feed<\/a> for the programme.\r\n\r\nThis lists all available top header area functions, although your own may show less, depending on your access rights.\r\n\r\nSome details of the programme are displayed in subsections just below the top header area, such as the programme’s location in Psoda, RAG Status, manager, owner, sponsor, last update date, and any \"Workflow<\/a>workflow information. The rest of the page is made up of a number of tabs or sections (depending on your selected view):\r\n\r\nNote: If any tab is not immediately available at the view page, select the\u00a0Other views<\/strong> tab, and select the desired tab from this drop-down list.\r\n

\"Key<\/a>\u00a0Access Control Lists (ACLs)<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the access control lists<\/a> this programme appears in, as shown in Figure 2. By default, this table will present you with a number of details about the ACLs such as the group of users that have access to this ACL and the a link to the list itself. If you click the link in the group<\/strong> column, you will navigate into the selected group’s view page. Equally, if you click the link in the ACL column, you will navigate into the selected ACL’s view page\r\n\r\nFrom the Actions column<\/strong> of this ACLs table, you can act on individual ACLs by \"Edit<\/a>editing<\/a> or \"Delete<\/a>deleting<\/a> the selected ACL.\"view<\/a>\r\n\r\n \r\n

Figure 2 – Programme ACL tab<\/strong><\/p>\r\nNote that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the ACL table. Here, you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n

\"Actions<\/a>\u00a0Actions<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the\u00a0actions<\/a> registered for this programme, as shown in Figure 3.\u00a0 By default, this table will present you with a number of details about the actions such as it’s context, reference, description, priority and due date to name a few. If you click on the reference<\/strong> link of the listed action, you will navigate to that action’s view page<\/a>.\r\nFrom the Actions column<\/strong> of this actions table, you can act on individual actions by \"Edit<\/a>editing<\/a>, \"Delete<\/a>deleting<\/a>, \"escalate<\/a>escalating or \"Move<\/a>moving the chosen action.\"action<\/a>\r\n

Figure 3 – Programme actions tab<\/strong><\/p>\r\nNote that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the action table. Here, you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\nAt the very bottom of this tabbed view, you can decrease\/increase the number of actions listed by selecting the hide\/include actions from programmes and projects<\/strong> link.\r\n

\"Task<\/a>\u00a0Advanced Estimates<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the tasks that have been added to this programme or projects below this programme that are scheduled according to advanced estimates, as shown in Figure 4.\u00a0 By default, this table will present you with a number of details about the advanced estimates such as it’s context, reference, start and end dates, the users listed as resources for that estimate, resource total and a breakdown of actual and variance comparisons for time breakdowns.\r\nFrom the Actions column<\/strong> of this advanced estimates table, you can act on individual estimate by \"Edit<\/a>editing<\/a> the chosen estimate via the edit popup or using inline editing.\r\n\r\n\"advanced<\/a>\r\n

Figure 4 – Programme advanced estimates tab<\/strong><\/p>\r\n

Note that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the advanced estimates table. Here, you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n\r\n

\"Better<\/a>\u00a0Assumptions<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the assumptions<\/a> that have been added to this programme, as shown in Figure 5.\u00a0 By default, this table will present you with a number of details about the assumptions such as it’s reference, title, description, the user who created this assumption and it’s current state. If you click on the reference<\/strong> link of the listed assumption, you will navigate to that assumption’s view page<\/a>.\r\nFrom the Actions column<\/strong> of this assumptions table, you can act on individual assumption by \"Edit<\/a>editing<\/a>, \"Delete<\/a>deleting<\/a> or \"Move<\/a>moving the chosen assumption.\"assumptions<\/a>\r\n

Figure 5 – Programme assumptions tab<\/strong><\/p>\r\nNote that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the assumption table or navigate to this same spot to \"Add<\/a>add more assumptions to this programme individually or \"CSV<\/a>import multiple from a CSV file. Here, you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n

\"Attachments<\/a> Attachments<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the attachments<\/a> that have been added to this programme, as shown in Figure 6.\u00a0 By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link.\r\nFrom the Actions column<\/strong> of this attachments table, you can act on individual attachments by \"Edit<\/a>editing<\/a>, \"Delete<\/a>deleting<\/a>, \"Move<\/a>moving<\/a> or \"lock<\/a>locking<\/a>\/\"unlock<\/a>unlocking<\/a> the selected attachment.\r\n\r\n\"view<\/a>\r\n

Figure 6 – Programme attachments tab<\/strong><\/p>\r\nNote that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the attachment table or navigate to this same spot to \"Add<\/a>add more attachments to this programme. Here, you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\nBelow the attachments table you may decrease\/increase the number of attachments listed by selecting the hide\/include attachments for children<\/strong> link.\r\n\r\nAt the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only).\r\n\r\n \r\n

\"benefit\"<\/a>\u00a0Benefits<\/h4>\r\nThis tab shows\u00a0an asset listing<\/a> of all of the benefits defined for this programme, as shown in Figure 7. By default, this table provides measurement information about the benefits listed, it’s title and a progress indicator. From here you may also view the workflow \"chart\"<\/a>profile. If you click the link in the reference column, you will navigate into the chosen benefit’s view page.\r\n\r\nFrom the Actions column<\/strong> of this benefits table, you can act on individual benefits by \"Edit<\/a>editing, \"Delete<\/a>deleting or \"Move<\/a>moving the chosen benefit or \"add<\/a>adding a sub-benefit or \"link<\/a>linking benefits.\"benefit<\/a>\r\n

Figure 7 – Programme benefits tab<\/strong><\/p>\r\n

Note that at the bottom of the table you can \"Add<\/a>add more benefits, or\u00a0customise your table view<\/a> by clicking the \"Edit<\/a>edit button to show or hide certain benefit information, or export this benefit list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n \r\n

\"benefit<\/a>\u00a0Benefit Map<\/h4>\r\nInstead of a table view, this tab provides a graphical view of your benefits.\u00a0 The benefits map is generated from the information you put in the benefits table. Figure 8 below shows an example benefits map:\r\n

\"Figure<\/a>Figure 8 – Programme benefit map<\/strong><\/p>\r\nThis interactive map permits selection of benefits, comments and initiatives to be moved within this map. Zoom in or out on certain map areas using the red arrow on the right-hand side of the map and pan around by clicking on the background and dragging.\r\n\r\n \r\n

\"Budget<\/a>\u00a0Budgets<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the budget groups<\/a> or budget items<\/a> that have been added to this programme, as shown in Figure 9.\u00a0 By default, this table shows the baseline and actual cost details for this budget or group, together with all of the budget items and sub-groups it contains.\r\nFrom the Actions column<\/strong> of this attachments table, you can act on individual budget groups by \"Edit<\/a>editing, \"Delete<\/a>deleting, \"Move<\/a>moving, \"Copy<\/a>copying, \"link<\/a>linking, \"gantt\"<\/a>baselining the chosen budget group or you may have options to add a \"add<\/a>sub-group or \"add<\/a>budget item to the group. You can act on any listed budget items from this same column by \"Edit<\/a>editing<\/a>, \"Delete<\/a>deleting<\/a>, \"Move<\/a>moving<\/a> or \"Expenses<\/a>adding an expense item to the selected budget item.\r\n\r\n\"budget<\/a>\r\n

Figure 9 – Programme budgets tab<\/strong><\/p>\r\n

Note that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the budget table or navigate to this same spot to \"Add<\/a>add more budgets to this programme, or \"CSV<\/a>import a number of budgets from a CSV file. Here, you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n\r\n

\"chart\"<\/a>\u00a0Budget Charts<\/h4>\r\nInstead of a table view, this tab provides a graphical view of your accumulated baseline vs. actual over time for the budget groups contained in lower level assets beneath this programme, as shown in Figure 10.\u00a0 The charts are generated from the information in put in the budgets<\/strong> tables at each asset level.\r\n\r\n\"budget<\/a>\r\n

Figure 10 – Programme budget charts tab<\/strong><\/p>\r\n

If an asset under the programme level, doesn’t have the right information to generate this kind of chart, it’s name will be greyed out and no chart will be displayed.<\/p>\r\n\r\n

\"Milestones<\/a>\u00a0Calendar<\/h4>\r\nThis tab shows a calendar view, as shown in Figure 11, of\u00a0the \"Actions<\/a>actions, \"Task<\/a>tasks, \"Milestones<\/a>milestones and \"Leave<\/a>leave that is allocated to you as a user in relation to the programme being viewed.\r\n\r\n\"calendar<\/a>\r\n

Figure 11 – Programme calendar tab<\/strong><\/p>\r\n

You can adjust whether you which calendar week you want to view by selecting it in the calendar month<\/strong> on the left-hand side of the tab. You can also customise the layers that are views by selecting or de-selecting the listed layers<\/strong> options in this same location.<\/p>\r\n\r\n

\"Change<\/a>\u00a0Change requests<\/h4>\r\nThis tabbed view provides the change requests table, as shown in Figure 12, listing any change requests that have been added to this programme.\r\n\r\nBy default you will be presented with the link to view the change request itself, title, category, description, scheduling information, the user who initiated this request, the owner of the request, it’s current state and any actions or workflow transitions that are available.\r\n\r\nFrom this change request listing, you can utilise any of the functions in the Actions column<\/strong> to act on a specific request. These functions may include \"Edit<\/a>editing, \"Delete<\/a>deleting, \"Move<\/a>moving or adding \"Comment<\/a>comments or \"Attachments<\/a>attachments, or running a \"Report<\/a>report on the chosen change request.\r\n

\"view<\/a>Figure 12 – Programme change requests table<\/strong><\/p>\r\n

Note that at the bottom of the table you can \"Add<\/a>add more change requests, \"Edit<\/a>edit the table columns to show or hide request information, or export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n

At the very bottom of this tabbed view you may decrease\/increase the number of contracts listed by selecting the hide\/include change requests for projects and sub-projects <\/strong>link.<\/p>\r\n\r\n

\"Comment<\/a>\u00a0Comments<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the comments<\/a> that \"icon_user\"<\/a>users<\/a> have made on this programme, as shown in Figure 13.\u00a0 By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few.\r\nFrom the Actions column<\/strong> of this comments table, you can act on individual comments by \"Edit<\/a>editing<\/a> or \"Delete<\/a>deleting<\/a>\u00a0 the selected comment.\r\n\r\n\"view<\/a>\r\n

Figure 13 – Programme comments tab<\/strong><\/p>\r\nNote that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the comment table or navigate to this same spot to \"Add<\/a>add more comments to this programme. Here, you can also export this comment list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n

\"Contracts<\/a>\u00a0Contracts<\/h4>\r\n

This tab shows an asset listing<\/a> of all of the contracts<\/a> that have been added to this programme, as shown in Figure 14.\u00a0 By default, this table will present you with a number of details about the contracts such as it’s\u00a0category, title, description, vendor, start, review and end dates, manager, any attachments or comments and the contract’s current state. If you select the link in the contract<\/strong> column, you will navigate into that contract’s view page.\r\nFrom the Actions column<\/strong> of this contracts table, you can act on individual contracts by \"Edit<\/a>editing, \"Delete<\/a>deleting, \"Move<\/a>moving the contract or adding \"Comment<\/a>comments or \"Attachments<\/a>attachments to the chosen contract .<\/p>\r\n

\"contract<\/a><\/p>\r\n

Figure 14 – Programme contracts tab<\/strong><\/p>\r\nNote that at the bottom of the table you can \"Add<\/a>add more contracts<\/a>, or\u00a0customise your table view<\/a> by clicking the \"Edit<\/a>edit button to show or hide certain contract information, or export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\nA link at the very bottom of this tabbed view allows you to decrease\/increase the number of contracts listed by selecting the hide\/include contracts from sub-programmes\/projects<\/strong> link.\r\n\r\n \r\n

\u00a0\"custom<\/a>Custom fields<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the custom fields that have been added to this programme, as shown in Figure 15.\u00a0 By default, this table will present you with a number of details about the custom fields such as which section this custom field applies to, it’s title, description, codename and default value, to name a few. If you select the link in the title<\/strong> column, you will navigate into that custom field’s view page.\r\nFrom the Actions column<\/strong> of this custom fields table, you can act on individual custom fields by \"Edit<\/a>editing, \"Delete<\/a>deleting or \"Move<\/a>moving the custom field.\r\n\r\n\"custom<\/a>\r\n

Figure 15 – Programme custom fields tab<\/strong><\/p>\r\n

Note that at the bottom of the table you can \"Add<\/a>add more custom fields, or\u00a0customise your table view<\/a> by clicking the \"Edit<\/a>edit button to show or hide certain custom field information, or export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n\r\n

\"Dashboard<\/a>\u00a0Dashboard<\/h4>\r\n

This tabbed view will display a collection of customisable dashlets, related to the programme you are currently viewing. In Figure 16 below, our “example programme” has the Financial performance dashlet, Risk progress dashlet and Risk distribution dashlets readily available, to show asset listings of financial performance for the whole programme and provide visual information about risk progress and distribution.<\/p>\r\n\"programme<\/a>\r\n

Figure 16 – Programme dashboard tab<\/strong><\/p>\r\n

You can rearrange the order of you dashboard dashlets by utilising the drag-n-drop function, selecting the title of the dashlet to be moved and dragging it to it’s new position.\r\nYou may show or hide any dashlets that you need at a given point in time by selecting the\u00a0\"Edit<\/a> Customise dashboard<\/strong> link at the very bottom of this tabbed view.<\/p>\r\n\r\n

\"decision<\/a>\u00a0Decisions<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the decisions that have been added to this programme, as shown in Figure 17.\u00a0 By default, this table will present you with a number of details about the decisions such as it’s context, title, description, user’s who agreed to it and it’s current state, to name a few. If you select the link in the decision <\/strong> column, you will navigate into that decision’s view page.\r\nFrom the Actions column<\/strong> of this custom fields table, you can act on individual custom fields by \"Edit<\/a>editing, \"Delete<\/a>deleting, \"escalate<\/a>escalating or \"Move<\/a>moving the decision.\r\n\r\n\"decision<\/a>\r\n

Figure 17 – Programme decisions tab<\/strong><\/p>\r\n

Note that at the bottom of the table you can \"Add<\/a>add more decisions manually or \"CSV<\/a>import multiple from a CSV file, or\u00a0customise your table view<\/a> by clicking the \"Edit<\/a>edit button to show or hide certain information. From here you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n\r\n

\"Defect<\/a>\u00a0Defects<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the defects<\/a> that have been logged for this programme, as shown in Figure 18.\u00a0 By default, this table will present you with a number of details about the defects such as the defect’s number, type, title, severity, priority, current state, date raised, resolve by date and which user this defect is allocated to, to name a few details.\r\nFrom the Actions column<\/strong> of this defects table, you can act on individual defects by \"Edit<\/a>editing, \"Delete<\/a>deleting or\u00a0 \"Move<\/a>moving the selected defect.\r\n\r\n\"defects<\/a>\r\n

Figure 18 – Programme defects tab<\/strong><\/p>\r\n

Note that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the defect table. Here, you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n

At the very bottom of this tab you may also be presented with the option to decrease\/increase the number of defects listed by selecting the hide\/include defects for children of this folder<\/strong> or hide\/include archived defects <\/strong>links.<\/p>\r\n\r\n

\"Defect<\/a>\u00a0Defects overview<\/h4>\r\n\"defects<\/a>\r\n

Figure 19 – Programme defects overview tab<\/strong><\/p>\r\n

Instead of a table view, this tab provides a graphical view of your defects by presenting a number of graphs grouping defects by certain categories, as shown in Figure 19.\u00a0 The defects overview charts are generated by information in the defects<\/strong> tab.<\/p>\r\n \r\n

\"Delete<\/a>\u00a0Deleted assets<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the assets<\/a> that \"icon_user\"<\/a>users<\/a> have deleted or moved from this programme, as shown in Figure 20.\u00a0 By default, this table will present you with a number of details about the assets such as, the time it was deleted or moved, it’s parent asset (if applicable), what type of asset it was, it’s name and which user acted on it.\r\n

\"deleted<\/a><\/p>\r\n

Figure 20 – Programme deleted assets tab<\/strong><\/p>\r\n

Note that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the tables. Here, you can also export the list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n\r\n

\"dependency\"<\/a>\u00a0Dependencies<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the dependencise that have been defined for this programme, as shown in Figure 21.\u00a0 By default, this table will present you with a number of details about the dependencies such as the it’s description, impact and change flags. If you click the link under the dependent<\/strong> column, you will navigate into the selected dependent’s view page.\r\nFrom the Actions column<\/strong> of this defects table, you can act on individual defects by \"Edit<\/a>editing or \"Delete<\/a>deleting the selected dependency.\"dependency<\/a>\r\n

Figure 21 – Programme dependencies tab<\/strong><\/p>\r\n

Note that at the bottom of the table you can \"Add<\/a>add more dependencies manually or \"CSV<\/a>import multiple from a CSV file, or\u00a0customise your table view<\/a> by clicking the \"Edit<\/a>edit button to show or hide certain information. From here you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n\r\n

\"Traceability<\/a>\u00a0Dependency Matrix<\/h4>\r\n

\"organisation<\/a><\/p>\r\n

Figure 22 – Programme dependency matrix tab<\/strong><\/p>\r\n

This tab shows the dependency matrix for the selected programme, as shown in Figure 22. You can show more or less information by selecting the \"expand<\/a>expand or \"collapse<\/a>collapse icons next to each asset<\/a> that allows for this. This is a useful way of assessing \"dependency\"<\/a>dependencies between a number of assets throughout the whole programme.<\/p>\r\n\r\n

\"Programme<\/a>\u00a0Details<\/h4>\r\nThis tab shows the details for the selected programme including visual presentations of number of risks, issues and defects, the programme’s description, code, and other scheduling information in radar charts, as seen in Figure 23.\"programme<\/a>\r\n\r\n \r\n

Figure 23 – Programme details tab<\/strong><\/p>\r\n

The majority of the information displayed in this view is read-only, with the exception of the description, programme code<\/strong> and project reference template<\/strong>, which may allow for inline editing although these permissions may be linked to your access rights. If you feel that you should have access to some of these permissions, contact your System Administrator.<\/p>\r\n\r\n

\"icon_exception\"<\/a>\u00a0Exceptions<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the exceptions that have been added to this programme, as shown in Figure 24.\u00a0 By default, this table shows the exception’s title, description and consequences, as well as any recommendations and who created the exception. If you click on the link in the reference column, you will navigate into the selected exception’s view page.\r\n\r\nFrom the Actions column<\/strong> of this exceptions table, you can act on individual exceptions by \"Edit<\/a>editing<\/a>, \"Delete<\/a>deleting<\/a>\u00a0 or \"Move<\/a>moving the selected exception.\r\n\r\n\"exceptions<\/a>\r\n

Figure 24 – Programme exceptions tab<\/strong><\/p>\r\n

Note that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the exceptions table or navigate to this same spot to \"Add<\/a>add more exceptions to this programme. Here, you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n\r\n

\"Expenses<\/a>\u00a0Expenses<\/h4>\r\nThis tab\u00a0an asset listing<\/a> of all of the expenses logged for this programme, as shown in Figure 25. By default, this table shows the budget item that this expense item is associated with, the reference, description, date, date of payment as well amount including and excluding tax information. The number of comments and attachments added to an expense item is also indicated in this view.\r\n\r\nThe Actions column<\/strong> of the expenses table provides accessible functions to act on a chosen expense item. These functions include \"Edit<\/a>editing, \"Delete<\/a>deleting, \"Move<\/a>moving or \"Copy<\/a>copying the chosen expense item or adding a \"Comment<\/a>comment or \"Attachments<\/a>attachment to that expense item.\r\n

\"expenses<\/a>Figure 25 – Programme expenses tab<\/strong><\/p>\r\n

A chart at the bottom of this tabbed view will also visually show you the accumulated expenses from the start of this programme.<\/p>\r\n

Note that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the expenses table or navigate to this same spot to \"Add<\/a>add more expense items to this programme manually, or you can \"CSV<\/a>import multiple expenses from a CSV file. Here, you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n \r\n

\"gantt\"<\/a>\u00a0GANTT<\/h4>\r\n

This tabbed view shows the GANTT chart shown in Figure 26, generated by the information in your Schedule<\/strong> tab. By default, this table shows the name of the task group, task or milestone and it’s start and end dates.<\/p>\r\n

On the right-most side of the chart there is a breakdown of tasks in a visual format than will span across a monthly, weekly or daily scale (this is setting dependent). The users who are allocated to each asset will have their names written next to this asset’s timeline.<\/p>\r\n

\"general<\/a><\/p>\r\n

Figure 26 – Programme GANTT chart<\/strong><\/p>\r\n

At the very bottom of this tabbed view you are presented with a number of table information formatting options<\/strong> which will adjust the GANTT’s visible period, or scale, or whether it displays more than just task dates.In addition, the\u00a0view tasks & milestones<\/strong> link will navigate to the Schedule tabbed view so that you can expand or contract the work breakdown structure viewed in the GANTT.<\/p>\r\n \r\n

\"gantt\"<\/a>\u00a0Interactive GANTT<\/h4>\r\n

This tab shows the interactive GANTT chart shown in Figure 27, generated by the information in your Schedule<\/strong> tab of the change request. By default, this table shows the name of the task group, task or milestone and it’s start and end dates.<\/p>\r\nOn the right-most side of the chart we have a breakdown of tasks in a visual format than will span across a monthly, weekly or daily scale (this is setting dependant). The users who are allocated to each asset will have their names written next to this asset’s timeline.\r\n

\"interactive<\/a><\/p>\r\n

Figure 27 – Programme interactive GANTT tab<\/strong><\/p>\r\n

At the very bottom of this tabbed view you are presented with a number of table information formatting options<\/strong> which will adjust the GANTT’s visible period, or scale, or whether it displays more than just task dates.In addition, the\u00a0view tasks & milestones<\/strong> link will navigate to the Schedule<\/strong> tab so that you can expand or contract the work breakdown structure viewed in the GANTT.<\/p>\r\n\r\n

\"issues<\/a>\u00a0Issues<\/h4>\r\nThis tabbed view shows the issues table as seen in Figure 28, listing any issues that have been logged for this programme.\u00a0By default, this table provides impact and priority information, plan progress and resolution dates for the issues listed, as well as any actions that can be taken. The workflow column also provides information as to the next workflow transitions available.\r\n\r\nThe Actions column<\/strong> of the issues table provides accessible functions to act on a chosen issue. These functions include \"Edit<\/a>editing, \"escalate<\/a>escalating, \"Delete<\/a>deleting, \"Move<\/a>moving or adding a \"Comment<\/a>comment or \"Attachments<\/a>attachment to that indicator.\"view<\/a>\r\n

Figure 28 – Programme issues tab<\/strong><\/p>\r\nNote that at the bottom of the table you can \"Add<\/a>add more issues, \"Edit<\/a>edit the table columns to show or hide issue information, or export this issue list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\nAt the bottom of this tabbed view you may decrease\/increase the number of issues listed by selecting the hide\/include issues for projects and sub-projects<\/strong> link.\r\n\r\nThe last option, <\/strong>renumber issues<\/strong>, allows you to renumber all issues in this table at once.\r\n

\"Lesson<\/a>\u00a0Lessons<\/h4>\r\nThis tabbed view shows the issues table as seen in Figure 29, listing any lessons that have been added for this programme. By default, this table provides a link into a selected lesson itself, as well as providing other information such as the lesson title, description and context. The workflow column also provides information as to the next workflow transitions available, if a workflow has been selected upon lesson creation.\r\n\r\nThe Actions column<\/strong> of the lessons table provides accessible functions to act on a chosen issue. These functions include \"Edit<\/a>editing, \"escalate<\/a>escalating, \"Delete<\/a>deleting, \"Move<\/a>moving or adding \"Comment<\/a>comments or \"Attachments<\/a>attachments to that lesson.\r\n

\"Figure<\/a>Figure 29 – Programme lessons tab<\/strong><\/p>\r\nNote that at the bottom of the table you can \"Add<\/a>add another lesson, or \"CSV<\/a>import a number of lessons from a CSV file, \"Edit<\/a>edit the table columns to show or hide lesson information, or export this lesson list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\nAt the very bottom of this tabbed view you may decrease\/increase the number of lessons listed by selecting the hide\/include lessons from sub-programmes and projects<\/strong> link.\r\n

\"Milestones<\/a>\u00a0Milestones<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the whiteboards that have been added to this programme, as shown in Figure 30.\u00a0 By default, this table will present you with a number of details about the whiteboards such as it’s context, title, description, type, the user who created this whiteboard and it’s current state. If you click on the link beneath the whiteboard<\/strong> column, you will navigate to the selected whiteboard’s view page.\r\nFrom the Actions column<\/strong> of this whiteboards table, you can act on individual whiteboard by \"Edit<\/a>editing, \"Delete<\/a>deleting or \"Move<\/a>moving the chosen whiteboard.\r\n

\"milestones<\/a><\/p>\r\n

Figure 30 – Programme milestones tab<\/strong><\/p>\r\n

Note that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the milestones table or navigate to this same spot to \"Add<\/a>add more milestones to this programme manually or \"CSV<\/a>import multiple from a CSV file. Here, you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n\r\n

\"Product<\/a>\u00a0Products<\/h4>\r\nThis tabbed view shows the products table as seen in Figure 31, listing any products that have been registered for this programme. By default, this table shows the name and any workflow that may have been applied to any of the containing products, as well as any actions that can be taken on a chosen portfolio.\r\n

\"view<\/a>Figure 31 – Programme products table<\/strong><\/p>\r\nClick on the product name to view the details of the selected product. Depending on your access rights there will be buttons in the Actions column<\/strong> allowing you to \"Edit<\/a>edit or \"Delete<\/a>delete the products.\r\n

\"Programme<\/a>\u00a0Programmes & Projects<\/h4>\r\nThis tabbed view shows the programmes and projects table as seen in Figure 32, providing a high level overiew of the status of each listed programme\/project that has been registered for this programme. It also shows how many sub-programmes, projects and sub-projects are associated with each programme and project, the Red\/Amber\/Green (RAG) status of the asset, the RAG change, and counters of open items such as actions and risks.\r\n\r\nBy default, this table view will also show you a checkbox column to allow for multiple selection of assets, estimated effort and cost information, the current state of the asset, any workflow transitions that may become applicable if a workflow has been applied to this asset, and the project type.\r\n\r\nThe Actions column<\/strong> of this table view provides information about what actions can be taken on the chosen asset. Such actions may include \"Edit<\/a>editing, \"Delete<\/a>deleting, \"Move<\/a>moving, \"Copy<\/a>copying, or adding a \"add<\/a>sub-programme, \"add<\/a>project, \"add<\/a>sub-project. The specific actions that are available in this column will depend on the type of the chosen asset.\r\n

\"view<\/a>Figure 32 – Programme programme & project table<\/strong><\/p>\r\nFigure 21 shows that the programme being viewed contains one sub-programme and one project. Each asset has a RAG status of green, which is the only data that has been entered. As RAG status is changed, and open risks, actions or issues are added the table columns will be populated accordingly to show this information.\r\n\r\nNote that at the bottom of this table you can add another \"add<\/a>sub-programme or \"add<\/a>project, or \"CSV<\/a>import a number of projects from a CSV file, \"Edit<\/a>edit the table columns to show or hide sub-programme and project information, or export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\nAt the very bottom of this tabbed view you may decrease\/increase the number of programmes and projects listed by selecting the hide\/include archived programmes and projects<\/strong> link.\r\n

\"chart\"<\/a>\u00a0Radar charts<\/h4>\r\nInstead of a table view, this tab provides a graphical view of how cost, resourcing and risk levels are interrelated in projects beneath this programme, as shown in Figure 33.\u00a0 The charts are generated from the information in put in the budgets, resources<\/strong> and risks<\/strong> tables at each the project level.\r\n

\"programme<\/a><\/p>\r\n

Figure 33 – Programme radar charts tab<\/strong><\/p>\r\nIf an asset under the programme level, doesn’t have the right information to generate this kind of chart, it’s name will be greyed out and no chart will be displayed.\r\n

\"Report<\/a> Reports<\/h4>\r\nThis tabbed view shows a listing of the reports as seen in Figure 34, listing any reports available for this programme.\r\n\r\nFigure 34 shows a portion of this alphabetical listing, and your specific list may vary slightly depending on if your System Administrator has created any new report templates that have been customised to be available to your organisation only.\r\n

\"Figure<\/a><\/p>\r\n

Figure 34 – Programme report table<\/strong><\/p>\r\n

This listing is unable to be customised, but provides the name of the report and a more detailed description of what information this report is built for and how the report is grouped.<\/p>\r\n

Once you click on a report’s name, the run report form will popup. These popup forms vary depending on the report being run.<\/p>\r\n\r\n

\"Risk<\/a>\u00a0Risks<\/h4>\r\nThis tabbed view shows the risks table as seen in Figure 35, listing any risks that have been logged for this programme. By default, you will be shown the risk’s context, reference, title, description, proximity, any workflow transitions that may be available and other details also captured in the screenshot below.\r\n\r\nThe Actions column<\/strong> of this table provides accessible functions to act on a chosen role. These functions include \"Edit<\/a>editing, \"escalate<\/a>escalating, \"Delete<\/a>deleting, \"Move<\/a>moving, or \"Copy<\/a>copying a chosen risk. You may also add an \"issues<\/a>issue, \"Comment<\/a>comment or \"Attachments<\/a>attachment to the selected risk via this column as well.\r\n

\"risk<\/a><\/p>\r\n

Figure 35 – Programme risk table<\/strong><\/p>\r\nNote that at the bottom of this table you can \"Add<\/a>add another risk to this programme, or \"CSV<\/a>import a number of risks from a CSV file, or customise your table view<\/a> by clicking the \"Edit<\/a>edit button to show or hide risk information, or export this risk list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\nAt the very bottom of this tabbed view you may decrease\/increase the number of risks listed by selecting the hide\/include risks for projects and sub-projects<\/strong> link.\r\n\r\n\r\n\r\n

\"Roles<\/a>\u00a0Roles<\/h4>\r\nThis tabbed view shows the roles table as seen in Figure 37, listing any roles that have been defined for this programme. By default, you will be shown the role’s name, description and editable daily and hourly rates for members of this role, along with a list of users who are members of this role.\r\n\r\nThe Actions column<\/strong> of this table provides accessible functions to act on a chosen role. These functions include \"Edit<\/a>editing or \"Delete<\/a>deleting a chosen role.\"general<\/a>\r\n

Figure 37 – Programme roles table<\/strong><\/p>\r\n

Note that at the bottom of this table you can \"Add<\/a>add another single role, \"Edit<\/a>edit the table columns to show or hide role information, or export this role list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n\r\n

\"chart\"<\/a>\u00a0Schedule charts<\/h4>\r\nInstead of a table view, this tab provides a graphical view of your accumulated baseline vs. actual over time for the budget groups contained in lower level assets beneath this programme, as shown in Figure 38.\u00a0 The charts are generated from the information in put in the budgets<\/strong> tables at each asset level.\r\n

\"schedule<\/a><\/p>\r\n

Figure 38 – Programme schedule charts tab<\/strong><\/p>\r\n

If an asset under the programme level, doesn’t have the right information to generate this kind of chart, it’s name will be greyed out and no chart will be displayed.<\/p>\r\n\r\n

\"Milestones<\/a>\u00a0Schedule<\/h4>\r\nThis tabbed view shows the tasks and milestones table as seen in Figure 39, listing\u00a0any \"working<\/a>task groups, \"Task<\/a>tasks and \"Milestones<\/a>milestones that have been defined for this programme. You will have a non-billable tasks group folder already in this listing, containing leave and public holidays.\r\n\r\nBy default, this table includes the reference, title and description of the task, task group or milestone, important scheduling information, who the asset is allocated to, along with the available actions that can be taken on the listed asset and any tasks or milestones that have to be completed first.\r\n\r\nThe Actions column<\/strong> of this table provides accessible functions to act on a chosen task group, task or milestone. These functions may include \"Edit<\/a>editing, \"Delete<\/a>deleting, \"Move<\/a>moving, adding a new \"Task<\/a>task sub-group, \"add<\/a>task or \"add<\/a>milestone, \"link<\/a>linking a task group, task or milestone and adding \"Comment<\/a>comments or \"Attachments<\/a>attachments. The specific actions that are available in this column will depend on the type of the chosen asset.\r\n

\"view<\/a><\/p>\r\n

Figure 39 – Programme tasks and milestones table<\/strong><\/p>\r\n

Note that at the bottom of this table you can add another \"Task<\/a>task group, \"add<\/a>task or \"addmilestone,\"Edit<\/a>edit the table columns to show or hide asset information, or export this information to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n

At the very bottom of this tabbed view you are presented with a number of table information formatting options<\/strong> which will increase\/decrease the information you’re presented with, as well as other options to import task group\/WBS information<\/strong>, view the information\u00a0 in a GANTT format<\/strong> or run a recalculation<\/strong>.\r\nFrom this other options<\/strong> subsection at the bottom of this tabbed view, you may also have access to \"Pass<\/a>mass approve, \"Pass<\/a>mass complete or mass archive tasks.<\/p>\r\n\r\n

\"Test<\/a>\u00a0Test case overview<\/h4>\r\n\"test<\/a>\r\n

Figure 40 – Programme test case overview<\/strong><\/p>\r\n

Instead of a table view, this tab provides a graphical view of your test cases by presenting a number of graphs grouping test cases by certain categories, as shown in Figure 40.\u00a0 The defects overview charts are generated by information in the test cases<\/strong> tab at lower asset levels.<\/p>\r\n\r\n

\"icon_whiteboard\"<\/a>\u00a0Whiteboards<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the whiteboards that have been added to this programme, as shown in Figure 41.\u00a0 By default, this table will present you with a number of details about the whiteboards such as it’s context, title, description, type, the user who created this whiteboard and it’s current state. If you click on the link beneath the whiteboard<\/strong> column, you will navigate to the selected whiteboard’s view page.\r\nFrom the Actions column<\/strong> of this whiteboards table, you can act on individual whiteboard by \"Edit<\/a>editing, \"Delete<\/a>deleting or \"Move<\/a>moving the chosen whiteboard.\r\n

\"programme<\/a><\/p>\r\n

Figure 41 – Programme whiteboards tab <\/strong><\/p>\r\nNote that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the whiteboard table or navigate to this same spot to \"Add<\/a>add more whiteboards to this programme. Here, you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/div>\r\n

Related topics<\/h4>\r\n