Managing programmes

A programme groups projects that deliver one coordinated outcome. Use it when projects share resources, dependencies or a common objective.

Create a programme

1. Programmes in the sidebar → + New programme
2. Fill in:
   • Name ("Customer Platform")
   • Parent portfolio — pick from the dropdown
   • Description — what this programme delivers
   • Owner — the programme director
   • Planned dates
3. Click Create

What you see on a programme page

• Projects list — every project under this programme with RAG, progress and budget
• Programme RAG — calculated from project RAGs
• Financial rollup — combined budget and actuals
• Resource view — who's working across projects in the programme
• Risks rollup — open RAID items across all projects

Linking projects to a programme

Two ways:

1. From the programme page → + Add project
2. From a project's settings → set the parent programme

A project can only belong to one programme at a time.

Moving projects between programmes

Open the project → Edit → change the parent programme. The project's RAG and financials immediately roll into the new programme.

Tips

• Programmes should be temporary. Long-running programmes are usually departments in disguise. If a programme has been running 3+ years with no end date, consider whether it should be a portfolio instead.
• Use programmes for dependency management. When two projects share a critical path, putting them in one programme makes the dependency visible everywhere.