USER GUIDE

Project programs

Programs in FlexiProject are a tool for grouping multiple projects to manage and monitor them as a single, cohesive unit. This allows for viewing aggregated schedules, analyzing cross-project dependencies, and centrally updating individual project schedules based on dependencies between tasks.

Program management is available exclusively to users with Global Project Administrator permissions.

Creating and Editing a Program

Adding a Program:

  1. To create a new program, go to the Projects module from the main menu, and then select the Programs tab.

  2. Click the + Add button.

  3. In the window that appears, enter the program name and confirm by clicking the Add button.

Editing and Deleting a Program:

  1. To change the program’s name or delete it, click the gear icon next to its name.

  2. Select the appropriate option from the menu: Rename or Delete.

Managing Projects within a Program

After creating a program, you can assign existing projects to it.

  1. Go to the program view, and then click the Manage Projects button.

  2. A panel will open where you can:

    • Add projects to the program by clicking + Add Project.

    • Remove projects from the program.

    • Change the order of projects using the drag-and-drop method.

  3. Confirm all changes by clicking the Save button.

Program Schedule

The main program view displays an aggregated schedule (in the form of a task list or a Gantt chart) of all projects belonging to the program.

  • The view is read-only – tasks cannot be edited within it.

  • The view configuration (visible columns, filters) is shared among all users with access to the program.

  • The row numbering and WBS (Work Breakdown Structure) remain separate for each project.

  • Clicking on a task’s name takes you directly to its details in the parent project.

Recalculating Dependencies in a Program

Dependencies between tasks in different projects do not update automatically. To see their impact on dates, you must initiate a recalculation.

  1. In the program schedule view, click the Recalculate Dependencies button. The button is active only if the defined dependencies will cause changes to task dates.

  2. The system will run a simulation and highlight all tasks whose dates are set to change.

  3. To permanently apply the changes, click the Save button.

Note: Saving the changes is irreversible and permanently updates the schedules in all projects affected by the recalculation.