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Hi 

 

We are using Strategy and Work structures to capture programs and projects.  We now have a need to capture a level between program and project, and I can’t think of a possible way to do this.

 

The requirements are: 

 

Large program - we need to capture attributes about the programme detail, including RAG status and financials, milestones

Sub program - these make up elements of the the larger program and we need to capture attributes about the programme detail, including RAG status and financials, milestones.  The financials of the sub programmes will be rolled up from the projects associated to the sub programme, and will then roll up to the large program.

Projects - projects will be associated to the sub programs, with the standard capture, plan, resource, financials etc.

 

We know that we could create the “sub programmes” as program entities and use a portfolio view to view all the relevant grouped information, but this would not allow us to capture financials and milestones at the large top programme level. 

 

Have other companies experienced this problem, and if so how have you configured this in Portfolios to meet the needs at all three levels?  Have you used Outcome structure for this? 

 

Any advice gratefully received. Many thanks 

 

I think you can accomplish most of what you need by adding another level to your Strategic Hierarchy. We currently have 7 levels. Program is the lowest level. With another level, you will be able to capture attributes (such as RAG) and financials (and financial roll-ups).  I recently consulted with Planview on the issue of “Milestone” tracking within the Strategy structure. Unfortunately, milestones can only be captured at the lowest level of the Strategic structure - Portfolios will not allow you to add milestones (even if manually) to a higher level node of the Strategic Hierarchy.

 

If someone else found a work-around for that, please share ! We would be very interested !!

 

Silvana Furman

I think you can accomplish most of what you need by adding another level to your Strategic Hierarchy. We currently have 7 levels. Program is the lowest level. With another level, you will be able to capture attributes (such as RAG) and financials (and financial roll-ups).  I recently consulted with Planview on the issue of “Milestone” tracking within the Strategy structure. Unfortunately, milestones can only be captured at the lowest level of the Strategic structure - Portfolios will not allow you to add milestones (even if manually) to a higher level node of the Strategic Hierarchy.

 

If someone else found a work-around for that, please share ! We would be very interested !!

 

Silvana Furman

Hi Silvana

Thank you for your advice, we considered another level in the strategic hierarchy but we need to be able to have ahigh level plan with milestones at that level, which as you say is not possible.  

I’ll try it in a sandbox though and see if it gives some of what my ELT need. 

Many thanks

Louise 

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