Creating Plans

A ‘Plan’ is a generic term for a Project Plan or Programme Plan or Business Change Plan (BCP); these are the three ‘Plan Types’ and exist in a hierarchy of Projects with Programme parents with BCP parents.

To add a Project/Programme/BCP, go to the Projects/Programme/BCP tab and select the Add button (grey symbol) from the Tool ribbon. Fill in the Plan Name, Description, select an Owner, and choose any Portfolios the Plan should be a part of. Click Save to close to finish the process. If the newly created plan does not appear in the list, you may need to refresh the screen by using the Refresh icon. Also ensure that the filters are selected correctly so that the plan can be displayed.