Create a guided plan to execute a program

Create a guided plan by setting goals, identifying opportunities, creating demands, and tracking the projects. The guided plan helps you to implement the program that you created.

Before you begin

You can create a guided plan to execute a program only when you activate PPM Standard (com.snc.financial_planning_pmo) plugin.

You should have created a program before you create a guided plan for the program.

Role required: sn_apm.apm_analyst

About this task

The Program Navigation page guides you in setting a goal target for the fiscal years to achieve the goal. You can also view the application rationalization roadmap at any stage of creating the program.

1. Navigate to Application Portfolio Management > Home.
2. Click View in the No. of Programs pane of the Opportunities & Solutions section.
3. Click a program in the Programs list.
4. Click the Select Fiscal Period to start planning choice list in the Fiscal Period section and select the financial year to start with the program steps.

Procedure

• Step 1: Set Goal Contribution Target
  1. Click Set target.
  2. On the form, fill in the fields.
     For field information, see Goal Contribution Target form.
  3. Click Save.
     The Step 1: Set Goal Contribution Target shows the percentage of the goal that you want to achieve in the selected fiscal period. For example, if your goal is to maximize cloud applications by 40% in FY18 and you set the Target Goal Contribution % as 50%, then the Set Goal Contribution Target displays 20%.
• Step 2: Identify Opportunities
  1. Click Identify Opportunity in the Program Navigation page.

     On the Group Analysis page, review the assessment period, analyze the application categories, and assess the number of applications against each category.

  2. Click the Select Fiscal Period to start Analysis choice list in the Assessment Period section and select a fiscal period for which you would like to analyze the applications.
  3. Use the Filter Apps pane to set your filter conditions based on the application indicators and scores.
  4. Compare and analyze the applications by category name in the Application Categories section.
  5. Click an item in the Category Name column.
  6. Right-click a bubble in the bubble chart and click the Create Demand prompt to create a demand.
     For example, if your goal is to invest more on a category, then click the invest bubble to achieve that goal.
     After you save the demand, the bulb icon on the top-right corner of the page displays the number of demands that are created.
• Step 3: Track Project
  1. Click the projects link to track the status of the project anytime.
     The Program Workbench opens up, which is a central location for creating and managing projects. As the demand manager approves the demands and the projects are executed, you can navigate to the program workbench to track the status of the projects.