# 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

{% stepper %}
{% step %}

### New Plan

* Navigate to **Program Planner**
* Click **+ New Plan**
* Enter the details:
  * **Name** — Plan title
  * **Description** — What this plan covers
* Click **Create**
  {% endstep %}
  {% endstepper %}

### Managing Plan Items

{% stepper %}
{% step %}

### 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**
  {% endstep %}

{% step %}

### Reorder Items

* Drag and drop items to change their order.
  {% endstep %}

{% step %}

### Nested Items

* Drag an item onto another to create a sub-item
* Expand/collapse parent items
  {% endstep %}
  {% endstepper %}

### Edit Items

{% stepper %}
{% step %}

* Click on the item
* Update any field
* Changes save automatically
  {% endstep %}
  {% endstepper %}

### Delete Items

{% stepper %}
{% step %}

* Click the **...** menu on the item
* Select **Delete**
* Confirm deletion
  {% endstep %}
  {% endstepper %}

### 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

{% stepper %}
{% step %}

* Open the plan
* Click **Edit Plan**
* Update name or description
* Save changes
  {% endstep %}
  {% endstepper %}

### Deleting Plans

{% stepper %}
{% step %}

* Open the plan
* Click **Delete Plan**
* Confirm deletion
  {% endstep %}
  {% endstepper %}

{% hint style="warning" %}
Deleting a plan removes all items and cannot be undone.
{% endhint %}

### 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