Task:
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Program planning
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Who receives it:
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Responsible user and team members responsible for the program.
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When:
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The program remains in the planning step, i.e., the planned program is not sent to the next step.
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Purpose:
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To finish the planning of a program, enabling to perform the necessary adjustments before sending it to the next configured step.
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How to execute this task:
1.In the list of pending records, select the desired program.
2.In the list of pending records, select the desired program.
3.Also check, if the program structure is properly assembled, by means of 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.
4.The following buttons on the toolbar are also available:
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Click on this button to delete the program selected in the list of records.
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Click on the arrow located next to this button to configure and issue project reports, tasks and program. This button also allows you to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, and it also searches for the parameters that can be used in the configuration of new reports.
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Click on this button to edit the status of the project selected in the list of records. See further details about this operation in the Changing the status of a project/program section.
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Click on this button to edit the communication plan of the program selected in the list of records. Through the screen that will open, it is possible to edit team data and communication matrix, and view forum topics related to the selected program.
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This button will only be displayed on the toolbar if SE Project is integrated with SE Risk. Click on it to create a risk plan of the project selected in the list of records. Refer to the specific SE Risk documentation for further details on risk plans.
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Click on this button to change the main screen layout to three quadrants. After selecting this option, the third quadrant displays the schedule and the details of the program selected in the list of records of the second quadrant.
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Click on this button to change the main screen layout to two quadrants.
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5.To finish the planning of the program, select it in the list of records of the main screen and click on the  button of the toolbar. At this point, the system will ask whether you wish to send it to the next step. Choose the desired option: OK: The program will continue to one of the following steps:
▪Approval: If in the program type it is configured that it will go through approval, the system will generate the Project and program approval task for those responsible for it. ▪Program tracking: If the program does not have approval configured on its type, it can be monitored through the Program tracking task. Cancel: The program will remain pending with the Planning status. In this case, sending the program to the next step may also be performed through the Management  Program planning.
After the planning ends, the system will generate the Revision acknowledgment task for the responsible parties, if so configured in the Access  Control tab of the program type that was planned.
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