Working with Program Portfolios

To help you get started with Activity, here are some key terms in Program Management that will help you make the best use of the tool.

Source: PMDPro Guide (opens new window)

A Program is defined as a group of related projects and or activities managed in a coordinated way to obtain benefits and control not available through managing them individually. Further reading about the Project Model can be found on pmdprostarter.org (opens new window)

Rename Program to suit your organization

Activity allows for flexibility in labeling your workflow levels based on your organization's structure. As an Admin you may call them according to the naming convention adopted by your organization. By default, workflow level 1 is called Program, but you can easily change it.

Most program details can be found in program proposals and concept notes developed in your program's proposal development and setup and planning phases.

Here's an example of how Programs, Projects and Activities can be broken down:

Source: Guide to the PMD Pro, April 2017

Adding a new program

To add a new program, go to Workflows > Program and click + Program. Start by adding your Program Name, Start date, and End date and click save.

Create multiple program records

Once you save a program record, you can click on the program's name to edit and add more details about your program. 2. If you need to add multiple programs at once, click Save & New to be prompted to add another program.