Program Planner

Program Planner

The Program Planner helps you create and manage high-level program plans across multiple projects.

What is the Program Planner?

The Program Planner allows you to:

• Create program-level plans

• Organize work into plan items

• Track progress across initiatives

• Manage dependencies between items

Viewing Program Plans

Plan List

Navigate to Program Planner to see your plans. Each plan shows:

• Plan name

• Description

• Number of items

• Created date

Plan Details

Click on a plan to view:

• All plan items

• Item ordering

• Progress status

• Dependencies

Creating a Program Plan

1

New Plan

• Navigate to Program Planner

• Click + New Plan

• Enter the details:

  • Name — Plan title

  • Description — What this plan covers

• Click Create

Managing Plan Items

1

Add Items

• Open the plan

• Click + Add Item

• Fill in the details:

  • Title — Item name

  • Description — Details

  • Start Date — When it begins

  • End Date — Target completion

  • Status — Current state

• Click Add

2

Reorder Items

• Drag and drop items to change their order.

3

Nested Items

• Drag an item onto another to create a sub-item

• Expand/collapse parent items

Edit Items

1

• Click on the item

• Update any field

• Changes save automatically

Delete Items

1

• Click the ... menu on the item

• Select Delete

• Confirm deletion

Item Properties

Property	Description
Title	Item name
Description	Full details
Start Date	When work begins
End Date	Target completion
Status	Current state
Order	Position in the list

Item Status

Status	Meaning
Not Started	Work hasn't begun
In Progress	Currently active
Completed	Finished
On Hold	Paused

Editing Plans

1

• Open the plan

• Click Edit Plan

• Update name or description

• Save changes

Deleting Plans

1

• Open the plan

• Click Delete Plan

• Confirm deletion

Deleting a plan removes all items and cannot be undone.

Best Practices

Plan Structure

• Keep plans focused on a single program

• Use clear, descriptive names

• Break large initiatives into multiple plans

Item Organization

• Order items logically

• Use nesting for related items

• Keep items at similar granularity

Status Tracking

• Update status regularly

• Review plans in team meetings

• Archive completed plans