Program Core Data MOD009E6J

Introduction

• Planning → Programs panel → Click on the ID of the required program → Program panel → Program Core Data

Information

• In this module, the most important data and parameters of a program are created and maintained.

• Data can be displayed or changed depending on the rights of the logged-on user.

• The Program Core Data module is opened by default when a program is created.

Create Program

Procedure

• The process of creating a new program can be launched from various modules by using the New programbutton or the plus button in the user menu.

• This opens the empty New Program creation module, in which the most important program data is entered (Program Title, Program Manager, etc.).

• Confirm the entries with Create.

• Then, the empty Program Cora Data module opens within more program data can be entered.

• Save.

• The framework of the program has thus been created.

  • You are advised to also define the basic data and key dates of the program this step. Further data may be added at a later point in time if required.

Title bar

Change Functional ID

Change Functional ID

• Click on the options menu in the title bar of the corresponding panel, and then select Change Functional ID.

  • In the Subprojects module in the box of the required subproject.

• The Do you really want to change the functional ID system wide? dialog message will be displayed.

• Confirm it with Yes.

• A dialog window containing an input field is opened.

  • The functional ID needs to be defined uniquely in the system. If an already existing ID is entered and you click outside the field, the The required object ID is already used message will be displayed and the value will be reset.

  • Enter the new ID here (special characters are also permitted).

The ID will be changed throughout the system by default (global Change functional ID globally project parameter in the master data is activated) hence e.g. also in already existing status reports.

Delete Program

Procedure

• Click on the options menu in the title bar of the program panel, and then select Delete Program.

• The Delete module, in which the idea can be deleted, will be opened.

Action Bar

Copy link to the Program

Information

• By clicking on the Copy link button, a direct link to the Program Core Data module of the respective program is copied to the clipboard. This link can then be shared with users so that they can access the module directly in their browser by entering the URL, without having to navigate within the software.

Calculate schedule

Information

• Start the calculation of the schedule by clicking on the Calculate schedule button in the action bar.

Program Header Data

Mark Program as a "Favorite"

Information

• Programs which are marked as favorites are displayed at the top of the user menu of the logged-on user in the Favorites area. This allows quick access from the user menu without navigation.

Procedure

• Click on the blue star symbol directly next to the header bar. The star turns yellow and the program is thus turned into a favorite.

See also: In-depth information on the User Menu and its structure

Basic Data

Information

• The area of the same name contains basic program data like, e.g., manager, cost center, priority, etc.

Change or Delete Program Image

Information

• The proposal image is displayed to the right of the basic data.

• When you create a program, the image that is defined as the default image for projects in the Global Settings is automatically inserted.

Image specifications

• Ideal image format: 4:3

• Ideal image size: min. 200 x 150 px

• Supported file types: *.jpg, *.jpeg, *.png, *.bmp

• Maximum file size: 10 MB

Change image

• Click on the image.

• The file manager is opened. Select the required image file and click on the Open button.

Delete image

• Hover the mouse cursor over the image and click on the X which is displayed in the upper right corner. Save.

• Subsequently you can insert a new image (see procedure below). In order for the new image to be displayed correctly, you have to save between the deletion of the old and the insertion of the new image.

Insert a new image

• If the image was removed, the following text will be displayed instead of an image: "Please click here to change the image or to insert a new one".

• Click on the text.

• Select the required image file and click on the Open button.

Key Dates

Information

• In the Key dates area, the time frame of the program is defined.

  • When creating a program, Requested start and Requested end can be defined.

  • After the Schedule creation, other fields in this area will be calculated automatically during scheduling.

Details

• Via the Schedule with gates checkbox you can determine whether master milestones are additionally displayed as gates on the horizontal time axis directly below the time scale in the Schedule of the program.

• From the Main milestone listbox you can select one of the program milestones which you want to define as program main master milestones.

Descriptive Data

Information

• In the Descriptive data area, further information on the program can be entered in so-called continuous text fields, which allow longer text entries, e.g. description, scope and delimitation etc.

Stakeholder Area

Information

• In this area, stakeholders of the program can be defined and categorized simultaneously.

• You can view absence data of the respective employees.

• You can send information to stakeholders.

• When a program is created, the manager of the program is automatically added as a stakeholder.

Create Stakeholders

Assign stakeholder

• Click on the Assign Stakeholder button in the Stakeholder heading line.

• The To which category do you want to assign stakeholders? query is displayed.

  • In the dialog window, categories are offered that exist in the Team categories listbox category in the Miscellaneous Listbox Values module.

• Click on the button of the required category.

• The dialog module for stakeholder selection will be opened.

  • Select the required stakeholders in this module and transfer them to the previously selected category by clicking the Assign Selected button.

Interaction with other modules

• The planning objects for which the logged-in user is a stakeholder automatically appear, after they log in, in the My Objects module, in the categories Stakeholders With Modification Rights (if the Modification Rights checkbox is enabled) and Stakeholders Without Modification Rights (if the Modification Rights checkbox is disabled).

Assign further stakeholders individually

• Right-click on the required category or on an already assigned stakeholder and select the Insert → Stakeholder from the context menu. A new stakeholder record is inserted.

• Select the required stakeholder from the Stakeholder listbox and save.

  • The listbox contains all persons whom the logged-on user is allowed to see and who have the Stakeholder attribute.

• Define further parameters as described in the procedure above.

Notification, Absence Information

• By right-clicking on the required stakeholder and selecting one of the appropriate context menu commands, you can carry out the following actions for stakeholders:

  • Show absence: As a result, you switch to the Absence module in which vacation and absence data of the corresponding employee is displayed.

  • Send info : As a result, the Send Info module is opened, in which you can write a message to the corresponding stakeholder and have it sent automatically via e-mail.

Evaluation Data

Select or change area

• Select the required area from the listbox in the Area field. The area defines which evaluation criteria or which risk checklist is used (see also Notes in the "Evaluation Data" section).

  • You can only select one area for each planning object.

  • If you have already selected an area, the Evaluation criteria already exist for the selected planning object. Delete existing evaluation criteria? Do you want to delete them? message will be displayed. Confirm it with Yes. The evaluation criteria and risk checklists of the old area are deleted and the values in the Objective contribution and Risk value fields are reset. Objective contributions can be reevaluated and the risk value risk value can be recalculated.

• Save.

Determine Risk Value

Procedure

• If no area has been selected yet, select an area.

• Click on the evaluate button next to the Risk value field.

  • The risk checklist which is assigned to the selected area is displayed grouped by category.

• Answer questions with Yes or No.

• Add a comment if necessary.

• Click on the Complete evaluation button. The data is saved.

  • The total risk contribution is determined by the yes/no answers of all criteria and is displayed in the Risk value field.

Note

• In the master data, every answer option for every question is preset with a particular score which weights the corresponding answer.

• The risk value is only copied to the Risk value field if the risk checklist has been filled completely.

Key Performance Indicator

Information

• A key performance indicator (KPI) is a measurement variable that can be used to measure the achievement of an objective.

• In the Key Performance Indicator area,

  • already existing key performance indicators are displayed and can be edited.

  • new key performance indicators can be created.

Procedure

• Insert a new record for a key performance indicator

  • by clicking on the Insert KPI button in the area header or

  • by right-clicking on the area heading and selecting Insert → Key Performance Indicator from the context menu.

• Define/name the Key Performance Indicator in the field of the same name.

• Save.

• Insert a new record for benefit

  • by clicking on the plus symbol in the KPI line or

  • by right-clicking on the newly created key performance indicator and selecting Insert → Benefit from the context menu

• Enter the year in the Year field.

• Fill the Planned benefit and Comment fields.

• Save.

Attributes/Parameters

Information

• In the Attributes/parameters area, further parameters of the program, can be defined or changed.

Projects of the Program

Information

• In this area, new projects can be assigned to the program or already assigned projects can be deleted from the program.

• A project can only be assigned to a program if it meets the following criteria simultaneously. It

  • is a main project.

  • is not assigned to any program.

  • is not assigned to any portfolio.

  • has status = (1) active

Portfolio Assignment

Information

• If the program has already been assigned to one or several portfolios, they will be listed here.

• If the logged-on user is not a portfolio manager and therefore does not possess any portfolios, he/she is informed about this by a message when clicking on the button, and the Assign Planning Object to Portfolio(s) module is not opened.