Administer Programs

Print this topicEmail this topic

A program is a collection of two or more projects sharing a common business goal and release cadence. A program has its own backlog and is often implemented by multiple teams. We recommend you track programs with Rally Portfolio Manager, our product focused on the needs of Portfolio Managers, Program Managers, and Project Management Offices.

There are two options to track programs in Rally:

Use project scoping and roll-ups

Rally's ability to roll data up and down among related projects lets you create different levels of detail, enabling you to view progress specific to a team, set of teams, project, or for the entire program. Rally will let you see coordinated data at the user story, iteration, release, and project levels.

Project setup

To ensure data can be seen among all levels of your hierarchy:

  1. Create a top-level parent project, representing the program
  2. Assign existing projects as children to the program project
  3. For data to roll-up among iteration and release containers, the following fields in each iteration or release must match across all projects in the hierarchy:
    • Name
    • Start Date
    • End Date
    Releases with matching criteria

View progress

Once your project hierarchy and planning cadence is established, it's easy to see the progress of work at a team, project, or program level.

Project hierarchy example

Using the sample hierarchy above, you can view the progress of the blue team's work in the current iteration:

  1. Click the Project Picker in the upper-left corner, and select the Team Blue project.
  2. Ensure the Also show items from check boxes are blank.
    Project Picker
  3. Navigate to the Track > Iteration Status page and select the current iteration.
    Team Blue iteration

Next, to see the progress for both the red and blue teams:

  1. Remain on the Track > Iteration Status page.
  2. Click the Project Picker in the upper-left corner, and select Project A.
  3. Check the Child projects check box in the Also show items from section.
    Project Picker
  4. The page will update to include all work from both the Red and Blue Team projects, for the given iteration.
    Project A iteration

View progress with an app

You may use a custom query in an app to have quick access to your program work, filtered by an iteration, release, or other criteria. This method allows you to display current or past progress on your dashboard or a custom page. Clicking hyperlinks in the app will navigate you directly to the work item's detail page, where you can view detailed status.

To create a custom app:

  1. Install the Custom Grid app on a dashboard or custom page.
  2. Select the Edit Settings option from the gear icon at the top of the app. A settings menu displays.
  3. Set the view to the project created for the organization, program, or project. Include child projects to see roll-ups across all work in the project tree.
  4. Below is a sample query. Enter a similar string into the Query field, based on the criteria you would like to filter by. In this example, we'll look at all work done in a release shared by all projects.

    (Release.Name = "Q1 2012")

    App settings
  5. Save your changes

Additional query examples

The Custom Grid app lets you filter data by any criteria available through our Web Services API. This includes projects, owners, iteration, releases, and more.

To view multiple releases, use the same project scoping from the example above:

((Release.Name = "Q1 2012") OR (Release.Name = "Q2 2012"))

Here is an example for collecting data from four releases, for three specific projects:

((((Project.Name = "Team Blue") OR (Project.Name = "Team Orange")) OR (Project.Name = "Team Red")) AND ((((Release.Name = "Q1 2012") OR (Release.Name = "Q2 2012")) OR (Release.Name = "Q3 2012")) OR (Release.Name = "Q4 2012")))

Click here for more information on writing Custom Grid app queries.

Use Rally Portfolio Manager

Rally Portfolio Manager is designed to manage programs, and provides additional views of data including completion percentages, easy-to-read coloring indicators, and a timeline.

Define portfolio item types

Once Rally Portfolio Manager is enabled in your subscription, you will need to define two portfolio item types to represent programs and projects:

  • Create a type with the name of Project and an ordinal value of 1
  • Create a type with the name of Program and an ordinal value of 2

You may have additional levels of portfolio items above the Program type, if necessary. Click here for instructions on creating and editing portfolio item types.

Set up programs as portfolio items

Repeat the following process for each program you want to track in Rally:

  1. Create a project named after the program. Click here for general best practices when creating a project hierarchy with Rally Portfolio Manager enabled.
  2. Create a portfolio item named after the program. Use the Program type. Set the Planned Start and End Date fields accordingly.
  3. Create portfolio items named after each project within the program. These portfolio items should use the project type, and be associated to the program portfolio item.
  4. Create user stories underneath each project portfolio item.
  5. Schedule the user stories into releases and iterations, according to your planning and retrospective cadence.

View your program status on a timeline

The Portfolio Timeline page and app provides you with a date-based view of progress of each project, and the program as a whole.

Portfolio Timeline enhancements

You may access the timeline view by navigating to Track > Portfolio Timeline, or by installing the app on your dashboard or custom page.

Click here for instructions on how to read a timeline.

View your program items with an app

You may use a custom query in an app to have quick access to your program portfolio items from your dashboard or a custom page. Clicking hyperlinks in the app will navigate you directly to the portfolio item's detail page, where you can view the associated work items and detailed status.

Portfolio item custom app

To create a program portfolio item app:

  1. Install the Custom Grid app on a dashboard or custom page.
  2. Select the Edit Settings option from the gear icon at the top of the app. A settings menu displays.
  3. Set the view to the project created for the program, or a higher-level project.
  4. Below is a sample query. Enter a similar string into the Query field, based on the name of your portfolio item type.

    (PortfolioItemType.Name = "Program")

    App settings
  5. Save your changes

Legacy program mode

Click here to view previous instructions on using program mode in Rally. These are intended for users who still have access to legacy programs.

Feedback

Please send us your feedback regarding our help site. For feedback regarding the Rally product, click here to open a support case or click here to submit a new feature request
English
By submitting this form, you accept the Mollom privacy policy.
© 2014 Rally Software Development Corp | Legal