What is the Program Planner?
The Program Planner allows you to:
Create program-level plans
Organize work into plan items
Track progress across initiatives
Manage dependencies between items
Viewing Program Plans
Plan List
Navigate to Program Planner to see your plans.
Each plan shows:
Plan name
Description
Number of items
Created date
Plan Details
Click on a plan to view:
All plan items
Item ordering
Progress status
Dependencies
Creating a Program Plan
New Plan
Navigate to Program Planner
Click + New Plan
Enter the details:
Name - Plan title
Description - What this plan covers
Click Create
Managing Plan Items
Add Items
Open the plan
Click + Add Item
Fill in the details:
Title - Item name
Description - Details
Start Date - When it begins
End Date - Target completion
Status - Current state
Click Add
Reorder Items
Drag and drop items to change their order.
Nested Items
Create hierarchy by nesting items:
Drag an item onto another
It becomes a sub-item
Expand/collapse parent items
Edit Items
Click on the item
Update any field
Changes save automatically
Delete Items
Click the ... menu on the item
Select Delete
Confirm deletion
Item Properties
Property | Description |
Title | Item name |
Description | Full details |
Start Date | When work begins |
End Date | Target completion |
Status | Current state |
Order | Position in the list |
Item Status
Status | Meaning |
Not Started | Work hasn't begun |
In Progress | Currently active |
Completed | Finished |
On Hold | Paused |
Editing Plans
Open the plan
Click Edit Plan
Update name or description
Save changes
Deleting Plans
Open the plan
Click Delete Plan
Confirm deletion
Note: This removes all items and cannot be undone.
Best Practices
Plan Structure
Keep plans focused on a single program
Use clear, descriptive names
Break large initiatives into multiple plans
Item Organization
Order items logically
Use nesting for related items
Keep items at similar granularity
Status Tracking
Update status regularly
Review plans in team meetings
Archive completed plans