Considerations for Managing Programs

Here are a few considerations to manage your programs.

Program Structures

  • You can create a program hierarchical structure up to three levels. A root parent program can have two child programs.
  • You can move the program to another hierarchy or make it a root parent program.
  • A project can be assigned to a program hierarchy only once. But, you can add as many projects under a program.
  • Use the drag and drop feature on the user interface to move projects and programs.

Program Security

The access to programs is determined by the members' access value.

  • Program managers can create, edit, delete, and analyze programs they own, and programs in which they're added as contributors. They can also view Oracle Transactional Business Intelligence (OTBI) analyses for the same set of programs.
  • Project executives can only view OTBI analyses for programs in which they're added as members.
  • The child program inherits the public access setting plus the members and access types from the parent program.

Program Performance

  • The Update Project Performance Data process updates projects that match the criteria you entered. If the project is assigned to a program, summarized program totals are recalculated based on the project’s latest performance. Parent and grandparent program totals are also recalculated when the program is part of a hierarchy.
  • The Update Program Performance Data process updates programs matching your criteria. The performance for the assigned projects is updated first and then summarized and calculated for the program. Parent and grandparent program totals are also recalculated when the program is part of a hierarchy. Use this process for ad hoc requests and to refresh program totals when making changes to program options and currencies.

Program Manager Preference

When you change the default values, the application saves your preferences. Preferences include headline insights, currency, and analysis views for progress and financial measures. You can also create one custom analysis view.