Capture program data
The license package Strategic Portfolio Management is required to work with programs.
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A program is a collection of related projects that together form a package of work to achieve a common objective. The program provides structure and governance to ensure that the individual project align with busines goals. Programs focus on coordinateion, resource management, and the interdependencies between project. Assigning projects to a progam ensures a coordinated execution across multiple strategic initiatives. Typical programs might be to streamline HR systems, improve application security, or implement mitigations.
In the navigation panel, click Investment Architecture > Programs. Per default, the data workbench displays only a set of basic attributes. You can add more columns to capture other attributes directly in the data workbench or you can navigate to a program's content area and define it in more detail there. Click to learn about how to use data workbenches.
Go to Investment Architecture > Programs and click New > Program
Click the Navigate 
button next to a program to open its content area. Specify the program's attributes as well as the relationships that the program has to other assets in the repository.
Try to capture as much information as possible about the program because complete data considerably improves the results of business questions and other analytics.
Once a program is in the repository, you can define more details about it in the Programs data workbench.
Per default, the data workbench displays a limited set of basic attributes. You can add more columns via the Structure column to capture other attributes directly in the data workbench.
Or specify and analyze the program in detail in its content area . In the data workbench, click the Navigate button for a program to open its content area > Overview page.
Define the program's basic data. All mandatory fields must be defined to create the program and save it.
- Name: (Mandatory) Enter a unique name for the program. The name should help others easily understand the purpose of the program.
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Status: This indicates the current status of the program from initiation to execution:
- Draft: The program has only mandatory data defined.
- Under Review: The program is documented and being reviewed.
- Approved: The program has been approved by the responsible stakeholders.
- New: The program has been created and is in its initial phase.
- Trash: The program is no longer valid and can be deleted.
- Planned Start Date and Planned End Date: (Mandatory) The planned start and end dates capture the period when the program is expected to be actively executed in the company. This is the period from when the program is first initiated to when it shall be completed. Click the calendar icon to select the date or enter the date in the date format Month/Day/Year. For example: 4/30/2023
- Description: Enter a meaningful description that will clarify the purpose of the program.
- Program Number: The program number that the program is associated with. This program number is usually the ID number used in the company's external multi-project management solution.
Assigning users and organizations to roles is critical to understanding responsibility for assets in the IT and is required to answer the business question Who is responsible for our assets?.
Responsibilities are based on preconfigured role types. Your company may also configure custom role types via the Portfolio Admin user profile. Depending on the role type, a specified user and/or a specified organization may fulfill the responsibility for the program. A user assigned responsibility via a role has read-only permissions to the program. To change data about the program, they must also be specified as an authorized user or member of a n authorized user group.
Roles can be assigned to a project in the Programs data workbench or the program content area via Overview > Responsibilities.
Each role column represents the responsibility that a user or organization has for the program. A person can have one of the following roles or a custom role added by your company:
- Architect: A person who is responsible for the governance of the assets targeted by the program.
- Business Owner: A person who owns the assets targeted by the program and is responsible for managing the functional requirements.
- Stakeholder: A person who has an interest in the program and therefore requires read-only access permissions.
- Project Manager: A person who is responsible for planning, organizing, managing, and executing projects from beginning to end including the program's budget, resources, and scheduling.
An organization can have one of the following roles or a custom role added by your company:
- Business Owner: An organization that owns the assets targeted by the program and is responsible for managing the functional requirements.
- Stakeholder: An organization that has an interest in the program and therefore requires read-only access permissions.
- Click a column cell to open a selector to define the role for the program. Depending on the role column, the selector may have a section for both Person and Organization.
- Expand the relevant section and select the person or organization to assign their role to the program.
An evaluation is a measurement of the performance of a program. Preconfigured indicator types and possibly custom indicator types added by your company are available to evaluate and are used in various analyses in Alfabet. Some indicator types are automatically computed by the system and others must be manually defined.
Define the program's indicators. Click the navigate button of the program to open the content area. Go to the Overview page and scroll to the Evaluations view and open it.
Select an indicator type and click Edit Indicator or click Group Edit to open a dialog where all indicator types can be edited that are not automatically computed by the system.
Update computed indicators. Click the Calculate button to update computed indicators via the Calculate button. The indicators will be recalculated based on the current data.
The following business questions rely on program data: