Add a Programme/Project/BCP

1. Select the Home Page tab of page you wish to add a plan to.
2. Click the Add Programme/Project/BCP icon (grey) in the Tool ribbon.
3. Enter a Plan Name.
4. Select a Plan Owner. You can select from a dropdown of all registered PM3 users who have Admin (AW) or Creator (UW) licences.
5. Enter, optionally, a Plan Description.
6. Optionally add the plan to a portfolio.
7. Click Save.

NB: At the time of creation, all Plans are Independent Plans (prior to their being potentially attached to a higher level Plan). Thus, for example, two BCPs within a Portfolio could have as dependents the same Programme Name but any attempt to detach both these Programmes as Independent Programmes (without changing one of their Names) would fail since then there would be a clash of names within that Portfolio.

NB: Plan Names can only be amended if the Plan’s Workflow Status is Proposed or Approved. Note that only PM3 Admins can regress a Plan to earlier Workflow Statuses.