Creating and deleting programs

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BETA

The Program feature is still in its beta phase in Portfolio for JIRA Server . While you're using the beta release, do let us know how we can improve this feature by clicking the  give feedback  link  in the Program page of Portfolio for JIRA.

A program provides you with an aggregated view to track status and progress across multiple plans. Programs let you see how deliverables and releases align across work streams, and aggregate scope data into high-level scope tables and schedule views.

Programs and plans in Portfolio for JIRAare different in the sense that they display information at different levels of granularity.

See Program for more information.

Before you begin

Before creating a program, it's important to decide first on the best and most sensible way to structure your work streams. Think of the best way to fragment projects and teams into separate plans, and then consider what programs would make the most sense when you're viewing a collection of these plans.

When deciding on the best structure, remember the following considerations:

  • For a program to display information, it must have at least one plan added to it.
    During the beta phase, the plans in your program must also contain initiatives, to make the program display information.

  • A plan can only exist in one program at a time, which means Plan A can only be added to Program 1. If you want to add Plan A to Program 2, you'll need to remove it from Program 1 first.

Depending on scale, here are some examples on how you can structure your work streams:

Example 1

You can use your program to represent your organization as a whole. The plans in your program can then represent the work streams of individual departments that comprise your organization.

Example 2

You can also use your program to represent just one department in your organization. The plans in your program can then represent the teams that comprise that department.

Note that these structures of work streams for programs are just examples you can consider —you can even switch it up, and have your program as one department in your workplace, and the plans in the program as projects or boards.

The main point is to find the structure that works best for you, so you can capture all the information you need from your plans in Portfolio for JIRA.

 

Creating a program

When creating a program, you can choose to add plans to the program later on. Note that a plan can only exist in one program at a time.

  1. In your JIRA application, go to Portfolio (in header) > Create. The 'Create' page will be displayed.
  2. Select Create a program and click Create program.
  3. Give your program a name.
  4. Select the plans you want to include in your program.
    If there are no available plans just yet, you can add them to the program you're creating later on.
  5. Click Create program.

Adding plans to a program

You can add plans to a program that doesn't have any plans yet, or add more plans to a program that already has plans.

  1. In your JIRA application, go to Portfolio (in header) > View Portfolio . The 'Manage portfolio' page will be displayed.
  2. Click the program you want to add plans to.
  3. Click more ( ) next to the program name > Configure.
  4. Select the checkboxes for the plans you want to add to the program.
    To remove any plans, clear the corresponding checkboxes.
  5. Click Save.

Deleting a program

When you delete a program, the plans in the program won't be deleted – but they will no longer be in any program. To use these plans in a different program, you'll need to add them to the other program.

  1. In your JIRA application, go to Portfolio (in header) > View Portfolio . The 'Manage portfolio' page will be displayed.
  2. Click the program you want to delete.
  3. Click  more ( ) next to the program name >  Delete.
  4. Click Delete to confirm deletion.
Last modified on Oct 9, 2017

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