When the Configurations button is expanded, the following resources are made available:
 

Program

View profile: this field is filled in with the default view profile defined in the program type, but it can be edited. In this case, select the view profile that will be applied to the visions of the schedule referring to the program in question.

Currency: define the default currency for the projects from the template. The currencies shown are added through the SoftExpert Configuration > Configuration > System (CM006) menu, in the Currencies section.

Finance

Check the "Block editing of financial values after program closure" option to indicate that, once the program is closed, the values of its costs and revenues cannot be edited. If this option is not checked, once the program is closed, the values of its costs and revenues can still be edited, as needed.

In the Communication tab, it is possible to determine the need and mode for information exchange and communication among the stakeholders of the program. To configure communications, the following sections are available:

Plan

In this section, it is possible to configure a communication in order for information to be passed on successfully.

In the Team subsection, define how the communication plan team will be composed:

1. Click on the button.
2. In the Name field, select the user who will compose the communication plan team.
3. In the Project role field, select the role that the selected user will have in the program.
4. Save the record.
5. Repeat the procedure to add all desired members to the communication plan team.

In the Matrix subsection, define how information will be passed on and who will be responsible for doing that:

1. At the top of the screen, click on the button.
2. In the Communication item field, select the item (event) that will be communicated.
3. Check the Controlled frequency option to control how often the item will be communicated. In this case, enter the number of days, weeks, or months that the frequency interval will comprehend and briefly describe the defined frequency. If this option is unchecked, the system will require a description of how the communication frequency will be set.
4. In the Responsible field, select the plan team member who will be responsible for communicating the selected item.
5. In the Communication channel field, select the communication channel that will be used to exchange program information among the people involved.
6. In the Description tab, record relevant information about the communication.
7. In the Comment tab, enter necessary notes about the communication.

Then, add the people to whom the information will be passed on:

1. At the bottom of the screen, click on the button.
2. On the screen that will open, select the plan team members who will receive the communication.
3. After filling in the necessary fields, save the record.
4. Repeat the procedure to add all communications defined in the plan.

History

This section displays the to-do task e-mails sent to the parties involved in the program.

Meeting

In this section, it is possible to view, schedule, and record meetings referring to the program. For this feature to work properly, SoftExpert Meeting must be part of the solutions acquired by your organization. Click here for specific details about meetings.

Forum

This section presents all forum discussion topics related to the program, regardless of their status.

In the SE Suite toolbar section, the following resources are available:

Indicator

Use this section to associate the indicators to which the program is related.

For this feature to work properly, the Performance component must be part of the solutions acquired by your organization.

Indicators can be located through the scorecard with which they are associated, or through a list of indicators during the association.

Kanban

Use this section to associate an existing task or a new task from SoftExpert Kanban with the program. The Kanban tasks associated with the program can be tracked in this section.

For this feature to work properly, the Kanban component must be part of the solutions acquired by your organization.

Click here for more details about the association of Kanban tasks with system objects.

Request

Use this section to view the program-related requests that are being executed. It is also possible to execute program creation or revision requests issued through the Request component.

For this feature to work properly, the Request component must be part of the solutions acquired by your organization.

Click here and learn how to track and execute requests.