Programs and Projects

Success Navigator helps you organize simple and complex implementations into programs and projects. Programs define the milestones for any implementation, but if you're running a phased deployment (e.g., wave deployment, stream deployment, or rolling deployment) with independent milestones for different pillars, products, or geographies, you can create projects under the program.

If you're running an implementation for simple project, you can set all of the milestones at the program level. But if you're running a large implementation for a phased deployment, set overall milestone dates for the program and specific milestones for each stream in projects under the program.

Project milestones can inherit dates from the program or use independent milestone dates. You can also share milestone dates from other projects.

Program and Project Members

Program Members and Project Members allow you to control access to specific programs and projects, even for users with Admin Access Level. Users in your organization with Admin and Member Access Levels can update milestone assessments only for programs and projects where they are Program Members or Project Members. Admins can only update programs and projects where they are Program Members or Project Members. Program Members are automatically added as Project Members for child projects, but they can be removed.

Create a Program

Users with Admin access can create programs that define the milestone dates for the overall implementation.

To create a program:

  1. Start from the home or Programs page.
    • From the Programs section on the home page, select Ellipsis button Menu, and then select Add New Program.
    • On the Programs page, select New Program.
  2. Enter the program's details:
    • Name—Enter the name of the program.
    • Status—Keep Active selected.
    • Implementation Partner—Optionally select the implementation partner that you're working with.

      Note:

      All users see the Foundational Journey. Selecting Oracle Consulting will also give users with access to the program the Cloud Implementation Journey, which is specific to Oracle Consulting.
    • Pillar—Select one or more pillars.
    • Product Family—Select one or more product families from your pillar.
    • Product—Select one or more product.
    • Description—Enter a brief description of the program.
    • Notes—Enter optional notes about the program.
  3. Expand Program Members, and then select all of the users who should be part of the program.

    Note:

    Program members become members of projects under the program.
  4. Select Create.
  5. Continue to set the program's milestone dates.

Create Projects

To add a project:

  1. Select New Project.
  2. Enter the project's details:
    • Name—Enter the name of the project.
    • Status—Keep Active selected.
    • Implementation Partner—Optionally select the implementation partner that you're working with.

      Note:

      Selecting an implementation partner at the project level does not affect which journey users can see.
    • Description—Enter a brief description of the project.
    • Notes—Enter optional notes about the project.
    • Pillar—Select one or more pillars.
    • Product Family—Select one or more product families from your pillar.
    • Product—Select one or more product.
  3. Expand Project Members, and then select all of the users who should be part of the project.

    Note:

    Projects inherit their membership from the program. You can add project members, but cannot remove users associated with the program.
  4. Select Create.
  5. Continue to set the project's milestone dates.

Manage Program and Project Milestone

Manage Program and Project Milestones

Milestones provide gates in the implementation process to help you gauge your progress in each stage. The milestones are composed of assessment questions that identify criteria that should be met.

Each program and project has their own milestones. To complete the assessments needed to keep you on track, configure the milestones for each program and project.

For each milestone, you can define the target dates for when they should be completed. You can also manage “T-“ timeframes that are based on the milestone date. The “T-“ timeframes indicate when the tracked criteria should be met based on the milestone date. So, activities related to an assessment question with a timeframe of T-4 weeks should be completed 4 weeks before the milestone date.

To set program or project milestone dates:

  1. Select Add Milestone under the stage you want to configure.
  2. Select the milestone date option.
    • Share Program Milestone—Select to share the date from the same milestone in the linked program.
    • Share Project Milestone—Select to share the date from the same milestone in a project that's already part of the program.
    • Add New Milestone—Select to add an independent milestone date, and then select the date for the milestone.
  3. Select Update.
  4. When finished, select Update.

To edit timeframes:

  1. On the Program and Project Milestones page, select Edit.
  2. Select the Ellipsis (Ellipsis) button on the milestone card, and then select Edit Timeframes.
  3. Select your custom timeframe for each assessment question.
  4. Select Submit.

Edit Program Properties

Users with Admin access can edit programs if they are also Program Members. Possible updates you might make to a program include updating program members, changing the status, or updating a program's properties.

To edit a program:

  1. Start from the home or Programs page.
    • From the Programs section on the home page, select Edit.
    • One the Programs page, select Edit.
  2. Make your changes to the program properties, change the program status, updated Program Members, or update milestones.
    • Add Program Members—Expand Program Members, and then select team members.
    • Remove Program Members—Expand Program Members, and then select Remove next to any team members to remove from the program.
    • Update a programs' status—Select a new status from the status list.
    • Edit the program's properties—You can edit any program property, including name, pillar, description, and notes.
  3. When finished, select Update.