How to edit a program

This tab includes the following program details:

This tab lists the projects and proposals that are included in the program.

To add content to a program

1. Click Add. Service Management displays an Add related record dialog box.

2. Select the content that you want to add to the program.

   Note To display only a certain type of content, select either Project or Proposal from the drop-down list.

3. Enter text in the Search field to display only items that contain the string.
4. Click Add and then click OK.

5. Click  Save on the toolbar.

This tab lists resources that are assigned to the program for each month of its time span.

To add resources to a program

1. Click New.

2. From the drop-down list, select the resource type that you want to assign to the program.

3. For each month, specify the number of that resource type that will be assigned to the program.

4. Click  Save on the toolbar.

This tab displays a detailed financial picture for the program.

• Overview

  Service Management displays a chart of the total budget and cost for the program, by year, quarter, or month, for each relevant calendar year. The predicted benefit of the program after it has been implemented is also displayed. The following chart shows an example of financial information by quarter.

  

• Budget

  Service Management displays the budgeted amounts that have been approved for the program.

  You can select a year during the program to view the total budget for that year. You can add additional budget lines in the Financial Management module. For more details, see How to create a budget line record. These additional budget lines are reflected in the overview chart.

• Cost plan details

  Service Management lists the cost of each item in the program, per month, during the time span of the program.

  To add the cost of an item

  1. Click New.
  2. From the drop-down list, select either CAPEX or OPEX.
  3. In the line for that item, click underneath Description and enter an explanation of the cost or the name of the expense.
  4. In the line for that item, click underneath each month for which you want to add a cost and enter the amount of the cost.
  5. Click Save on the main toolbar.

• Financial benefit details

  Service Management displays the total planned financial benefit for the program.

  To add the amount of a benefit

  1. Click New.
  2. From the drop-down list, select Avoidance, Revenue, or Savings.
  3. In the line for that item, click underneath Description and enter the reason for the benefit.
  4. In the line for that item, click underneath each month for which you want to add a benefit and enter the amount of the benefit.
  5. Click Save on the main toolbar.

This tab displays the possible risks that are relevant for the program.

To add a risk to a program

1. Click New. Service Management displays a New Risk dialog box.

2. Complete the following fields:

   Field	Description
   Title	Enter a title for the risk.
   Risk type	Select the type of risk. Available types are Schedule, Quality, or Budget. You can create additional risk types as needed.
   Priority	Select the priority of the risk. Available priorities are Critical, High, Medium, or Low.
   Impact	Select the level of impact that the risk has on the program. Available levels are Huge, Big, Medium, or Small.
   Probability	Select the probability of the risk occurring. Available probabilities are High [71-100%], Medium [41-70%], Low [11-40%], or Very Low [0-10%].
   Date identified	Select the date that the risk was first identified.
   Owner	Select the person who manages the risk.
   Description	Enter a description that explains the risk.

3. Click Save.

To edit a risk

1. Click the title of a risk to view its details.
2. You can edit any of the available fields as desired. You can also add closure criteria and an action plan, as well as relevant attachments.

3. Click Save when you are finished.

This tab displays the issues that are relevant for the program.

To add an issue to a program

1. Click New. Service Management displays a New Issue dialog box.

2. Complete the following fields:

   Field	Description
   Title	Enter a title for the issue.
   Issue type	Select the type of risk. Available types are Business function, Project, Staffing, Testing, Technical, or General. You can create additional issue types as needed.
   Priority	Select the priority of the risk. Available priorities are Critical, High, Medium, or Low.
   Raised by	Select the person who raised the issue.
   Owner	Select the person who manages the issue.
   Date identified	Select the date that the issue was first identified.
   Description	Enter a description that explains the issue.

3. Click Save.

To edit an issue

1. Click the title of an issue to view its details.
2. You can edit any of the available fields as desired. You can also add a proposed solution and information about the business function, as well as relevant attachments.

3. Click Save when you are finished.