Create PPM Programs

A Program is a group of related projects managed in a coordinated manner to obtain benefits not available from managing them individually.

While Programs have a simple workflow with statuses of New, Assessing, Active, Closed, and Review, there is no formal approval process. The statuses let you decide how to manage, review, and implement the Program. Once a Program is Closed, it will no longer appear as an option in Demand creation. You can use the Review phase to perform analysis of the success of completed Programs.

To create a PPM Program:

1. From the CSM Desktop Client or CSM Browser Client menu bar, select New > New PPM Program.
2. Complete the Program Details:
   1. Provide a Name and select a Program Manager. The Program Manager will be reflected in Projects opened under the Program. .
   2. Choose a Portfolio Name from the drop-down list. That choice will autofill the Strategic Objective Field.
   3. (Optional) Add Details and select the person the Program is assigned to.
3. Complete the Program Budget:
   1. Set a Program budget and select Budget Start and End Dates (optional).
   • Once the Program is active, the Total Budget Committed Field will reflect a sum of the budgets of accepted Projects.
   • Total Budget Remaining is the Program Budget minus Total Budget Committed.
4. Select Save.

When a Program is in the active phase, you can use the tabs to track the child Demands and Projects. The Issues are Program-level. There is also a tab for the parent Strategic Objective.