Programs
Overview
Programs are focussed on the delivery of outcomes rather than outputs (the domain of projects). Altus enables programs to be created and managed by program managers to group together projects that are working towards delivering a common outcome for the organisation.
Views
Below is an example of the All Active Programs view. This is the default view in Altus and has a hard filter to only show Active items:
- Existing columns can be added to the view by clicking on Edit Columns.
- View filters can be changed using Edit Filters.
OOTB Views
Altus comes with the following views for Programs:
| View | Columns | Filters |
|---|---|---|
| All Active Programs | Name; Sponsor; Department; Investment Category; Status Reason | Status Reasons = Active |
| All Programs | Name; Sponsor; Department; Investment Category; Status Reason | None |
Tabs
Each Program record has the following tabs/features available to them:
- Details
- Strategic Goals
- Key Dates
- Projects
- Status Updates
- Status Reports
- Stakeholders
- Issues
- Risks
- Decisions
- Changes
- Constraints
- Assumptions
- Lessons
- Benefits
- Documents
Details
The program record has a details page that provides the user with the ability to set key metadata against them:
Strategic Goals
Strategic Goals can be linked to programs via this tab:
Further information can be found in the Strategic Goals page.
Key Dates
Key Dates can be tracked on programs.
Further information can be found in the Key Dates page.
Projects
Projects can be linked to programs via this tab:
Further information can be found in the Altus Projects page.
Status Updates
Status Updates can be tracked on programs.
Further information can be found in the Status Updates page.
Status Reports
Status Reports can be tracked on programs.
Stakeholders
Stakeholders can be tracked on programs.
Further information can be found in the Stakeholders page.
Issues
Issues can be tracked on programs.
Further information can be found in the Issues page.
Risks
Risks can be tracked on programs.
Further information can be found in the Risks page.
Decisions
Decisions can be tracked on programs.
Further information can be found in the Decisions page.
Changes
Change Requests can be tracked on programs.
Further information can be found in the Change Requests page.
Constraints
Constraints can be tracked on programs.
Further information can be found in the Constraints page.
Assumptions
Assumptions can be tracked on programs.
Further information can be found in the Assumptions page.
Lessons
Lessons can be tracked on programs.
Further information can be found in the Lessons page.
Benefits
Benefits can be tracked on programs.
Further information can be found in the Benefits page.
Documents
Documents can be tracked on Programs.
Further information can be found in the Documents page.
Columns
The following columns exists in Altus.
Columns prefixed with sensei_ are those that form part of the Altus solution.
The remaining are default dataverse fields created automatically.
| Property | Value |
|---|---|
| Display Name | Program |
| Name | sensei_program |
| Primary Column | Name |
| Description |
| Display Name | Name | Data type | Field Length | Customizable | Required | Searchable |
|---|---|---|---|---|---|---|
| Benefits and Disbenefits | sensei_benefitsanddisbenefits |
Multiple lines of text | 2000 | True | False | False |
| Cost Type | sensei_costtype |
picklist | True | False | False | |
| Created By | CreatedBy |
Lookup | True | False | False | |
| Created By (Delegate) | CreatedOnBehalfBy |
Lookup | True | False | False | |
| Created On | CreatedOn |
Date and Time | Date and Time | True | False | False |
| Department | sensei_department |
picklist | True | False | False | |
| Description | sensei_Description |
Multiple lines of text | 4096 | True | False | False |
| Expected Benefits | sensei_expectedbenefits |
Multiple lines of text | 2000 | True | False | False |
| Finish Date | sensei_finishdate |
Date and Time | Date Only | True | False | True |
| Import Sequence Number | ImportSequenceNumber |
Whole number | True | False | False | |
| Investment Category | sensei_investmentcategory |
picklist | True | False | False | |
| Justification | sensei_justification |
Multiple lines of text | 2000 | True | False | False |
| Location | sensei_location |
Single line of text | 100 | True | False | False |
| Major Risks and Opportunities | sensei_majorrrisksandopportunities |
Multiple lines of text | 2000 | True | False | False |
| Modified By | ModifiedBy |
Lookup | True | False | False | |
| Modified By (Delegate) | ModifiedOnBehalfBy |
Lookup | True | False | False | |
| Modified On | ModifiedOn |
Date and Time | Date and Time | True | False | False |
| Name (Primary name column) | sensei_name |
Single line of text | 255 | True | True | True |
| Options | sensei_options |
Multiple lines of text | 2000 | True | False | False |
| Organisational Change Impact | sensei_organisationalchangeimpact |
picklist | True | False | False | |
| Overview | sensei_overview |
Multiple lines of text | 2000 | True | False | False |
| Owner | OwnerId |
Owner | True | False | False | |
| Owning Business Unit | OwningBusinessUnit |
Lookup | True | False | False | |
| Owning Team | OwningTeam |
Lookup | True | False | False | |
| Owning User | OwningUser |
Lookup | True | False | False | |
| Percent Complete | sensei_percentcomplete |
Whole number | True | False | True | |
| Portfolio | sensei_Portfolio |
Lookup | True | False | False | |
| Problem Statement | sensei_problemstatement |
Multiple lines of text | 2000 | True | False | False |
| Program | sensei_programId |
Primary Key | True | False | False | |
| Record Created On | OverriddenCreatedOn |
Date and Time | Date Only | True | False | False |
| Sponsor | sensei_sponsor |
Lookup | True | False | False | |
| Start Date | sensei_startdate |
Date and Time | Date Only | True | False | True |
| Status | statecode |
Choice | True | False | False | |
| Status Reason | statuscode |
Choice | True | False | False | |
| Teams Channel Id | sensei_channelid |
Single line of text | 100 | True | False | False |
| Time Zone Rule Version Number | TimeZoneRuleVersionNumber |
Whole number | -1 to 2147483647 | True | False | False |
| UTC Conversion Time Zone Code | UTCConversionTimeZoneCode |
Whole number | -1 to 2147483647 | True | False | False |
Project Cost Type (sensei_projectcosttype)
| Value | Label | Description |
|---|---|---|
955000000 |
CAPEX | |
955000001 |
OPEX |
Project Departments (sensei_projectdepartments)
| Value | Label | Description |
|---|---|---|
955000000 |
Finance | |
955000001 |
HR | |
955000002 |
Marketing | |
955000003 |
IT | |
955000004 |
Operations | |
955000005 |
Sales | |
955000006 |
Corporate |
Project Investment Category (sensei_projectinvestmentcategory)
| Value | Label | Description |
|---|---|---|
955000000 |
Run | |
955000001 |
Grow | |
955000002 |
Transform |
Organisational Change Impact (sensei_organisationalchangeimpact)
| Value | Label | Description |
|---|---|---|
955000000 |
No Organisational Impact | |
955000001 |
Low Organisational Impact | |
955000002 |
Moderate Organisational Impact | |
955000003 |
Strong Organisational Impact | |
955000004 |
Extreme Organisational Impact |
Security Roles
| Security Role | Create | Read | Write | Delete | Append | Append To | Assign | Share |
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| Altus - PMO User |  |
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| Altus - Portfolio Manager |  |
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| Altus - Portfolio Manager - Team |  |
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| Altus - Program Manager | |
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| Altus - Program Manager - Team | |
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| Altus - Strategy Executive | |
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| Altus Admin User | |
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| Altus Portfolio User | |
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| Altus Strategy User | |
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Legend
Organisation / Global
Business Unit / Local
User / Basic
None
For details see Application Security.