Portfolio Management

What is a Program for Portfolio Management?

A Program in TeamBoard ProScheduler is a way to manage and plan across multiple related Jira projects as a single group. It's a higher level of organization than a single project and involves multiple projects that are aligned and integrated to achieve a common objective.

Programs allow you to view the big picture, allocate resources, and manage tasks across these projects simultaneously, rather than handling them one by one.

Accessing Programs

To access and manage programs in TeamBoard ProScheduler, follow these steps:

1. Navigate to menu in your Jira interface.

2. Locate and select from the list of installed apps.

3. Once inside the TeamBoard interface, look for the left-hand sidebar and select

Programs Page

The Programs page will display a list of all existing programs, which you can filter or search through. From here, you can view, manage, or create new programs as needed. 

Viewing Programs

You can view your Programs in either grid view or list view by toggling on the top-right corner:

Filtering Programs

You can use filters to quickly navigate and access the programs you need.

• All: Displays all available programs.

• My Programs: Shows only the programs that you manage.

• Other: Displays programs that are not assigned to you.

Create a new program

To create a new program and include multiple projects within it, follow these steps:

1. Click button in the top-left corner. This action will open a creation dialog.

2. In the creation dialog:

• Enter a descriptive name for your program.

• Select the projects you want to include using the available list or search function.

3. Click button within the dialog to finalize the program creation.

Delete a Program

To remove a program, click icon to the right of the program name and confirm the deletion.

Update a Program

Change the program's name or details by clicking :setting: icon next to the program name.

Add Projects to an existing Program

After creating a program, you can add more projects by clicking button next to the program name. Then, select the desired project from the drop-down menu.

Remove Projects from a Program

You can remove projects from a program in two ways:

• In the list view, hover over the Project, then click to the right of the project.

• Click :setting: icon next to the program name to open the update dialog, then click X next to the project to remove it.

Work on the Program Board

The Program board provides similar features to the project board, you can access:

• Managing Resource: Add and manage team members within the program.

• Planning Resource: Allocate and plan resources across the program's projects.

• Project Planning: Organize tasks and timelines within the program.

• Time Logging: Track time spent on tasks and monitor progress.

• Report & Dashboard Access detailed performance metrics, progress reports, and dashboards to stay informed on the program’s status.

These features combine to give a comprehensive overview of the entire program, helping managers track the interdependencies between projects, optimize resource usage, and ensure alignment towards program goals.