Create a Programme

A programme represents a shell for project(s) that an Organisation is executing. A Programme can contain a single or multiple Projects. Whilst the use of Programmes is not mandatory, it can be useful to group related projects into Programmes to achieve a portfolio Level View of Change happening throughout an Organisation. The benefits of this being:

Increased and defined oversight across multiple projects in a single instance
Portfolio Reporting
Centrally manage multiple projects

Note: Prior to creating a Programme, there a prerequisite. All required Locations must be created in Serendata before a Programme can be created. However, if the process has been followed as detailed, this should not pose any difficulties.

This article details how to create a Programme.

Step	Action
1	Click Select a Project on the top bar
2	Select Create Programme

Utilise this screen to input all Programme associated information.

Step	Action
1	Enter a suitable Programme name in the Programme name* field.
2	Enter the Change Vision URL in the Change Vision URL* field. Note: This is the URL to your company specific Change Management Strategy/Policy. This typically is a link to a PowerPoint Presentation or Word Document.
3	Enter the name of Programme Contacts you wish to be notified of any changes in the programme in the Search Contacts* field. Note: Contacts refer to System Users that have already been created within the system and specifically to personnel that would need to know about any Programme changes. All names will be confirmed in the Selected Contacts field below. If a contact has been added by mistake, simply click associated to their name.
4	Enter the name of the Programme Sponsor in the Programme sponsor field.
5	Enter the Programme Start Date in the Start date* field.
6	Enter the planned Programme End Date in the End date* field. Note: If this is unknown, input a future date as this field in mandatory.
7	Select the Progress Status for the Programme from the Programme status dropdown list. Note: The options available are restricted by the start and end dates for the Programme. The status options available are: Not Started In Progress Completed On Hold Cancelled
8	Enter the Location(s) of the programme in the Location* field. Note: The Locations must have been pre-created prior to creating a Programme.
9	Enter a description of the Programme in the Description* field. Note: This is a free text field and can be formatted as required.
10	Scroll down to display further fields.

Step	Action
11	Enter your Programme objectives in the Objectives* field. Note: These are high level objectives that can bulleted within this section.
12	Enter the name of Projects to be added under the Programme in the Projects* field. Note: This can be a single or multiple Projects. All Projects will be confirmed in the Selected projects field below. If a Project has been added by mistake, simply click associated to the Project Name.
13	Click to save the Programme.

There are other options available at this stage:

Icon	Description
	When creating a Programme, it is possible to go straight into creating another Programme. The Create Another button allows another Programme to be created within the existing screen.
	The Delete Programme allows existing Programmes to be deleted from Serendata.

Once the core details for a Programme have been added, Programme Milestones can be added.

Step	Action
1	Click Milestones.

When editing a Programme, any pre-existing Milestones, will be displayed on screen.

Step	Action
2	Click .

Step	Action
3	Enter the name of your Milestone in the Milestone name* field.
4	Enter the date by which the Milestone should be completed. Note: Use the system calendar if required.
5	Click the dropdown arrow corresponding to Milestone Type to display and select the required Milestone Type. For Example: Comms, Training
6	Enter a brief description of the Milestone in the Milestone description field. Note: This is a free text field that can be formatted as required.
7	Click .

This completes the guide for Creating a Programme.