After creating the program, the system will display other options that allow carrying out your planning effectively. See how to plan a program:

To edit the information of a planning, in the list of records on the main screen, locate and select the desired program. After that, click on the button on the toolbar.

At this point, the program data screen will be displayed:

The display of some sections/fields may vary if the logged-in user has any restrictions set on the Access Folder tab of the program type data screen.

Since there are many similar configurations, this section will also cover some configurations that will only be available in the "tracking" step.

General data
General data	This subsection will display the program data entered during its creation, which can be edited.
Program	This section present information referring to the program duration. In the Planned field, fill out the following fields: ▪Start: This field is filled by the system with the planned date, but it is possible to edit it. In this case, enter the planned date for the program to end. ▪End: This field is filled by the system with the current date, but it is possible to edit it. In this case, enter the planned date for the program to end. This field will be changed by the system as the projects and subprograms are entered into the program schedule. In that case, this field will be filled with the end date of the last project to be closed. ▪Duration: This field is filled by the system with the number of days required from the start date and respecting the previously selected calendar to complete the program. Note: The dates of the "Rescheduled" section will be filled according to the start and end dates of the program entered in the Tracking menu. Whereas the dates of the "Actual" section will be filled according to the execution of the project tasks that make up the program.
Structure	The fields in the section will be filled out with the planned, rescheduled and actual dates of the projects that make up the program structure: ▪Start: This field is filled by the system with the project start date that will start first. ▪End: This field is filled by the system with the end date of the last project to be finished. ▪Duration: This field is filled by the system with the number of days needed to execute all the projects that make up the program structure.

Attribute

This section will only be displayed in the navigation panel if an attribute is associated in the Attribute tab of the program type data screen. If an attribute edit/view constraint is configured in the Access Attribute tab, they will be available according to the permission granted. Attributes that were filled at the time of program addition may have their values edited. The way to fill out an attribute varies according to the configurations established at the moment of its creation. If the logged-in user is restricted to only viewing the attributes, they cannot complete the values.

Summary

Use the fields in this section to enter the description, explanation, benefit, premises and restriction of the program.

Planning/Revision

This section will only be displayed if the "Approval step?" option is checked in the Approval tab of the program type. In this case, it is possible to view or define those responsible for approving the planning and revisions through which the program passes. Completing the information in this section depends on the route type you have selected. If it is a "Fixed & unique" route, this section may not be edited. The following fields are available:

Field
Revision	Displays the revision the program is in. Further on, when the program goes through more than one revision and as they are approved, it is possible to select the previous revisions to view the responsibility route members who approved the planning and revisions of the program.
Responsibility route	Select the responsibility route for the program planning approval. If the route type defined in the configuration is "Fixed", it is only possible to define another route through this field, but it will not be possible to edit its members. Please note that only the approval responsibility routes are available for selection.
Approval type	This field is filled out by the system with the approval type (Incremental or Circular) defined at the time of the creation of the previously selected responsibility route, however, it is possible to edit it.
Cycle	This field is filled out by the system with a sequential number, indicating the approval cycle by which the program is passing. Each time the program planning/revision is rejected and passes again by approval, the system assigns it a number. Select the previous cycles to view the members of the responsibility route that performed the approval.
Wait for all members approval	This option will be checked/cleared by the system, according to the configurations made at the time of the creation of the responsibility route selected previously. If this option is checked, the approval will only be released after all route members execute their tasks.

Closure

This section will only be displayed if the "Closure step?" option is checked in the Closure tab of the program type. In this section, it is possible to view or define those responsible for approving the planning and revisions through which the program passes. Completing the information in this section depends on the route type you have selected. If it is a "Fixed & unique" route, this section may not be edited. The following fields are available:

Field
Responsibility route	Select the responsibility route for the program planning approval. If the route type defined in the configuration is "Fixed", it is only possible to define another route through this field, but it will not be possible to edit its members. Please note that only the approval responsibility routes are available for selection.
Approval type	This field is filled out by the system with the approval type (Incremental or Circular) defined at the time of the creation of the previously selected responsibility route, however, it is possible to edit it.
Cycle	This field is filled out by the system with a sequential number, indicating the approval cycle by which the program is passing. Each time the program planning/revision is rejected and passes again by approval, the system assigns it a number. Select the previous cycles to view the members of the responsibility route that performed the approval.
Wait for all members approval	This option will be checked/cleared by the system, according to the configurations made at the time of the creation of the responsibility route selected previously. If this option is checked, the approval will only be released after all route members execute their tasks.

If the route type defined in the project type is "Variable", the following buttons will be available on the side toolbar of the list of records:

	Click on this button to add a new approver. Refer to the Configuring a responsibility route section to obtain a detailed description on how to perform this operation. Note that by adding a new responsible party in a route associated with the program planning and revision approval, this addition will not be replicated to the route record made by the Configuration Responsibility route menu.
	Click on this button to edit the data of the responsible for approval selected in the list of records.
	Click on this button to delete the responsible for approval selected in the list of records.

Those responsible defined in this section will receive the Project and program approval task after the closure of the program planning and revisions.

In the Finance section, it is possible to manage the financial values of the program. To do that, the following subsections are available:

Field
Budget	Through this section, it is possible to plan the budget for the fixed costs and revenues and for the resources of the program. For a detailed description of the options displayed in this section, refer to the Finance Budget section.
Cost	Through this section, it is possible to add the costs predicted for the program. Note that, as projects and subprograms are added to the structure of this program, their predicted costs will also be displayed in this section. For a detailed description of the options displayed in this section, refer to the Finance Cost section.
Revenue	Through this section, it is possible to add the revenues expected to be received from the program. Note that, as projects and subprograms are added to the structure of this program, their predicted revenues will also be displayed in this section. For a detailed description of the options displayed in this section, refer to the Finance Revenue section.
Total	In this section, the system presents the program costs and revenues, in addition to its gross margin. Note that the financial values for the projects and subprograms that compose the program structure will also be counted in the total. For a detailed description of the options displayed in this section, refer to the Finance Total - Project / Program / Portfolio section.

▪While the program is in progress, those responsible for it may, through the Management Program tracking menu or through the Execution Financial entry menu, reprogram the cost values, add new costs, delete and access the data of previously added costs and, in the Rescheduled field of the details panel, enter the new quantity and desired value.

▪While the program is still in progress, it is possible to add the costs and revenues predicted for it through the Execution Financial entry menu, as long as the logged user has access to its finances.

In the Stakeholder section, all those that may affect or be affected by a program decision or result should be included. To do that, click on the side toolbar button and on the screen that will be displayed, check the option corresponding to the interested party (department, department+position, position, user or team). After that, locate and select the desired stakeholder and save your selection. As the stakeholders are added, they will be displayed in the list of records in this section. The following columns are also available:

L: Through this column, it is also possible to view the access level that stakeholders will have:

	Responsible	User, team, or member of the team responsible for the costs, revenues or the program.
	Approver	Department, position, department+position, or users responsible for approving the planning and revisions
	Member	Users responsible for the elements that make up the program structure.
	Stakeholder	Users that are involved with the program's communication plan and other departments, department+position, positions, users or teams involved that do not have a responsibility role.

Authorized?: Keep the field of this column checked for the listed stakeholder to be able to access the program data. Otherwise, uncheck the field in this column on the stakeholder line that should not have access to program data.

Finances?: Keep the field in this column checked for the listed stakeholder to be able to access the finance data of the program. Otherwise, uncheck the field of this column in the row of the stakeholder that should not have access to the finance.

If the project security is configured as public, the fields in the "Authorized?" and "Finances?" columns will not be available for editing.

▪If the listed users have more than one access level, the system follows the priority level listed above, top down, i.e., if the users are responsible for and members of a program simultaneously, they will be considered the project leaders.

▪Note that it will not be possible to uncheck the options of the "Authorized?" and "Finances?" columns for the Responsibility and Approver access levels.

▪Use the other side toolbar buttons to edit or delete the stakeholder association.

The Risk section will only be displayed if the integration with SE Risk is enabled in the general parameters. In that case, the following sections will be displayed:

Risk

Through this section, it is possible to add negative risk analyses related to the program. On the side toolbar, the following buttons are available:

Click on this button and, on the screen that will be opened, select one of the options:

▪Create analysis: Allows you to create an analysis of a risk. To do that, in the Risk field, select the risk from which the analysis will be created. See the specific documentation of the SE Risk component for more details on the completion of the risk analysis screen.

▪Associate analysis: It allows associating a risk analysis already created to the program in question. To do that, in the Risk analysis field, locate and select the desired risk analysis. Only the analyses whose plans are already approved are available for selection. Notice that the associated analysis is not available for editing.

▪Duplicate analysis: Allows you to create a copy of a risk analysis and associate it with the program in question. To do that, in the Risk analysis field, locate and select the desired risk analysis.

Click on this button to edit the risk analysis selected from the list of records.

Click on this button to disassociate a risk analysis from the program.

Control

Through this section, it is possible to add risk control analyses that represent opportunities related to the program. On the side toolbar, the following buttons are available:

Click on this button and, on the screen that will be opened, select one of the options:

▪Create analysis: Allows you to create a control analysis. To do that, in the Control field, select the control from which the analysis will be created. See the specific documentation of the SE Risk component for more details on the completion of the control analysis screen.

▪Associate analysis: It allows associating a control analysis already created to the program in question. To do that, in the Control analysis field, locate and select the desired control analysis. Only the analyses whose plans are already approved are available for selection. Notice that the associated analysis is not available for editing.

▪Duplicate analysis: Allows you to create a copy of a control analysis and associate it with the program in question. To do that, in the Control analysis field, locate and select the desired control analysis.

Click on this button to edit the control analysis selected from the list of records.

Click on this button to disassociate a control analysis from the program.

Program

Security

Select one of the following options to define how the program security will be:

▪Public: Any user with access to SE Project will also have access to the program data.

▪Restricted: Access to the program will be restricted to the following members: program responsible party, program approvers (if this step is configured), and the stakeholders.

View profile

This field is filled out with the default view profile set in the program type, but it is possible to edit it. In this case, select the view profile that will be applied to the schedule visions of the program in question.

Finance

Check the Classify costs as Capital and Operational for the program costs to be classified and, in the Cost classification field, select one of the options to define a default classification: Unclassified, Operational (OPEX) or Capital (CAPEX). This classification will be displayed in the Finance section. Check the "Block editing of financial values after program closure" option to indicate that, after its closure, it will not be possible to edit the values for the program costs and revenues. If this option is not checked, after the program closure, it will still be possible to update the values of its costs and revenues as necessary.

Communication

In the Communication Event section, it is possible to configure the automatic email sending when certain actions/steps are performed in the program. The options in the Enable automatic e-mail sending for: list are displayed, marked or unmarked according to the settings made in the general parameters, but it is possible to edit them.

Program files	Who receives the e-mail
Program approval	▪Pending sequence approvers
Program rejection	▪User responsible for the program ▪Team members responsible for the program
Program revision approval	▪Pending sequence approvers
Program revision rejection	▪User responsible for the program ▪Team members responsible for the program
Revision acknowledgment	▪Users configured to receive revision acknowledgment
Program closure approval	▪Pending sequence approvers
Program closure rejection	▪User responsible for the program ▪Team members responsible for the program
Program closure notification	▪User responsible for the program ▪Team members responsible for the program ▪Approvers of program planning ▪Approvers of program closure ▪Stakeholders of the program
Program closure	▪User responsible for the program ▪Team members responsible for the program
Canceled program	▪User responsible for the program ▪Team members responsible for the program ▪User responsible for the project/program that makes up the program ▪Team members responsible for the project/program that makes up the program ▪Resources allocated to the project tasks that make up the program ▪User responsible for the project task that makes up the program ▪Members of the team responsible for the project task that makes up the program
Postponed program	▪User responsible for the program ▪Team members responsible for the program ▪User responsible for the project/program that makes up the program ▪Team members responsible for the project/program that makes up the program ▪Resources allocated to the project tasks that make up the program ▪User responsible for the project task that makes up the program ▪Members of the team responsible for the project task that makes up the program
Reactivated program	▪User responsible for the program ▪Team members responsible for the program ▪User responsible for the project/program that makes up the program ▪Team members responsible for the project/program that makes up the program ▪Resources allocated to the project tasks that make up the program ▪User responsible for the project task that makes up the program ▪Members of the team responsible for the project task that makes up the program

After filling all the required fields, save the record.

If the program is in the planning step, it is necessary to build the program structure through its schedule. For that, select the program in the list of records and, after that, click on the button. See the detailed description on how to use this feature in the Managing program schedules section.

Editing a program

History

Planning/Revision

Closure

Attachment

Document

Risk

Program

Communication