Choose a project or programme
Within Serendata, a Project is a grouping of change data specific to a circumstance, and a Programme is a grouping of relevant projects.
When you first enter your organisation, click on the ‘Select project’ dropdown. From here, you will be provided with the options shown below.
Figure 1. Project and programme selector
1 | Search projects and programmes. | Here you can search for existing projects and programmes. |
2 | Create Programme. | Select this button to open the programme creator. |
3 | Create project. | Select this button to open the project creator. |
Create a programme
To enter the programme creator, select the button denoted by number 2 in Figure 1.
When the programme creator opens, you will be asked to provide the information shown in Figures 2 and 3. Fields denoted by a red * are mandatory to create a programme within Serendata.
Figure 2. Programme details
1 | Name. | This is where you will name your programme. |
2 | Change Vision URL. | A Change Vision document can be attached here as a URL. |
3 | Search Contacts. | Here you can search for and attach key contact information for users of the programme within Serendata to view and access. |
4 | Sponsor. | Here you can search for and attach the contact information of programme sponsors for users of the programme within Serendata to view and access. |
5 | Start Date. | This is where you can state the start date of your programme. |
6 | End Date. | This is where you can state the end date of your programme. |
7 | Progress Status. | This is where you can state the Status of your programme: Not Started, In Progress, Completed, On Hold or Cancelled. |
Complete the programme setup
Figure 3. Programme description, objectives and projects
1 | Description. | This is where you can describe the purpose of your programme. |
2 | Objectives. | This is where you can describe the objective of your programme. |
3 | Projects. | Here you can attach any existing projects to be housed within your newly created programme. |
4 | Create Another. | Select this button to finalise this programme and open a new instance of the programme creator. |
5 | Create. | Select this button to finalise the creation of this programme. |
Create a project
Alongside the programme creation tool, there is also a project creator. This is accessed by the button denoted by number 3 in Figure 1.
When the project creator opens, you will be asked to provide the information shown in Figures 4 to 6. Fields denoted by a red * are mandatory.
Figure 4. Project details
1 | Project Name. | This is where you will name your project. |
2 | Project Sponsor. | Here you can search for and attach the contact information of project sponsors for users of the project within Serendata to view and access. |
3 | Start Date. | This is where you can state the start date of your project. |
4 | End Date. | This is where you can state the end date of your project. |
5 | Progress Status. | This is where you can state the Status of your project: Not Started, In Progress, Completed, On Hold or Cancelled. |
Complete the project setup
Figure 5. Project overview and objectives
1 | Project Overview. | This is where you can describe what the project is about. |
2 | Project Objectives. | This is where you can describe what you are trying to achieve with the project. |
Figure 6. Project labels and programme options
1 | Project Labels. | Here you can attach any organisation wide labels to the project. For more information on labels and how they work within Serendata, access the help article on ‘Core Data’. |
2 | Add this project to a programme? | Here you can attach this project to an already existing programme. |
3 | Create Another. | Select this button to finalise this project and open a new instance of the project creator. |
4 | Create. | Select this button to finalise the creation of this project. |
Next steps
To continue, return to the ‘Select project’ dropdown and search for the project or programme you want to open.