Program tracking

▪Priority

▪Team

▪Calendar (SE Administration)

▪View profile

▪Responsibility route

▪Document

▪Category (SE Document)

▪Cost type

▪Revenue type

▪Project role

▪Customer (SE Customer)

▪Communication item

▪Communication channel

▪Meeting type (SE Meeting)

▪Indicator (SE Performance)

▪Risk/control analysis (SE Risk)

▪Request

▪Project

▪Project template

Click on this button to add a new revision to the program selected in the list of records. See further details about this operation in the Revising a project/program section.

Click on this button to edit the data of the program selected in the list of records. See further details about this operation in the Rescheduling a program section.

Click on this button to access the schedule of the program selected in the list of records. See further details in the Managing program schedules section.

Click on the arrow next to this button to configure and issue the desired program reports. 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.

Click on this button to change the status of the program selected in the list of records. See further details about this operation in the Changing the status of a project/program section.

This button should be used when the execution of the program ends. In that case, click on this button to finish the program selected in the list of records or send it to closure approval, according to the configurations set on its type. This operation may also be performed through the Program closure task.

Click on this button to unblock a program whose schedule is being edited or that is blocked for other reasons. Note that, after clicking on this button, the program will be available for editing.

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.

This button will only be displayed on the toolbar if SE Project is integrated with SE Risk and it will only be enabled for programs with risk plans. Click on it to access the risk plan created for the program selected in the list of records. Refer to the specific SE Risk documentation for further details on risk plans.

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.

Click on this button to change the main screen layout to two quadrants.