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program_planning

The document provides guidelines and instructions for using Siemens' Program Planning feature in Active Workspace 6.2, which facilitates coordination of work activities across functional teams in product lifecycle management (PLM). It includes information on configuration, roles, and management of programs, projects, and events, as well as legal disclaimers regarding the use of the documentation. Additionally, it outlines the responsibilities of program managers, responsible users, and administrators in the program planning process.

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program_planning

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TEAMCENTER

Program Planning
Active Workspace 6.2
Unpublished work. © 2022 Siemens

This Documentation contains trade secrets or otherwise confidential information owned by Siemens Industry Software Inc. or
its affiliates (collectively, “Siemens”), or its licensors. Access to and use of this Documentation is strictly limited as set forth in
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by Customer without the express written permission of Siemens, and may not be used in any way not expressly authorized by
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any liability of Siemens whatsoever.

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Contents

About Program Planning 1-1

What are programs, projects, subprojects and events? 2-1

Program Planning configuration

Program Planning configuration overview ─────────────── 3-1
Program Planning preconfiguration tasks ─────────────── 3-2
Program Planning post-installation configuration tasks ───────── 3-5
Configure out-of-the-box Program Planning LOVs ──────────── 3-6
Assign colors to the program event LOVs ──────────────── 3-8
Define Program Planning security ─────────────────── 3-9
Add custom program and project objects ─────────────── 3-10
Share Program Planning data between Teamcenter sites ──────── 3-12
Program save as behavior default deep copy rules ─────────── 3-14
Define STAMs and STVMs ────────────────────── 3-15
What are STAMs and STVMs? ─────────────────────── 3-15
Create a Schedule Template Attribute Map (STAM) ───────────── 3-16
Field definitions for STAM ──────────────────────── 3-16
Create a Schedule Template Value Map (STVM) ─────────────── 3-17
Field definitions for STVM ──────────────────────── 3-17

View my programs 4-1

Compare programs, schedules, events, and other objects 5-1

Ensuring quality using checklists 6-1

Using the timeline to manage programs

About the program timeline ───────────────────── 7-1
View the program timeline ────────────────────── 7-2
Create new projects and subprojects from a template within an active program
──────────────────────────────── 7-3
Go directly to a date on the program timeline ───────────── 7-4
Change the program timeline view ────────────────── 7-5
Apply filters to the program timeline ───────────────── 7-6
View event information in the timeline ──────────────── 7-6
Set the event color on the program timeline ────────────── 7-9
Manage event dependencies on the timeline ───────────── 7-10
View schedule milestones on the program timeline ────────── 7-11

Program Planning, Active Workspace 6.2 3

© 2022 Siemens
Shift an event's planned date along with the planned dates of secondary events
──────────────────────────────── 7-12
View deliverable dependencies from the timeline ─────────── 7-14
Modify program properties from the timeline ───────────── 7-14
Manage resource assignments for an event ────────────── 7-15
Search for events and deliverable instances ────────────── 7-17
Change the timeline zoom level ─────────────────── 7-18
Add or delete plan levels and events from the timeline ───────── 7-19
Customize the program timeline columns ─────────────── 7-20

Defining the plan

Creating and managing programs ─────────────────── 8-1
Create an ad hoc program ───────────────────────── 8-1
Create a new program from an existing program or from a template ────── 8-2
Modify the program properties ─────────────────────── 8-3
Field definitions for program properties ─────────────────── 8-6
Creating, managing, and assigning projects and subprojects ─────── 8-8
Add a project to a program ──────────────────────── 8-8
Create a new project from an existing project ──────────────── 8-10
Add a subproject to a project ─────────────────────── 8-11
Delete a project from a program or a subproject from a project ──────── 8-12
Modify the project and subproject properties ──────────────── 8-13
Field definitions for project and subproject properties ──────────── 8-15
Defining and managing events ──────────────────── 8-18
Define events ───────────────────────────── 8-18
Managing event criteria ───────────────────────── 8-30
Adding plan-level attachments and changes ───────────── 8-35
Add or remove an attachment within the plan components ────────── 8-35
Associate or remove a change within the plan components ────────── 8-38
Linking related objects ─────────────────────── 8-40
What objects can be related? ─────────────────────── 8-40
View related objects ─────────────────────────── 8-41
Add or remove a relation link ─────────────────────── 8-42
Managing resources for a program object ─────────────── 8-44
Assign a resource to one or more program objects ────────────── 8-44
Replace a resource ─────────────────────────── 8-45
Remove a resource assignment ────────────────────── 8-46

Creating, managing, and assigning deliverables

What are program deliverables and deliverable instances? ─────── 9-1
View program deliverable properties, references, and revisions ───── 9-1
View program deliverable instances and attachments ────────── 9-2
Add or remove a deliverable within the plan components ──────── 9-3
Add or remove a deliverable instance within a program deliverable ─── 9-6
Modify program deliverable properties ──────────────── 9-8
Replace program deliverable revision ───────────────── 9-11

4 Program Planning, Active Workspace 6.2

Field definitions for program deliverable properties ────────── 9-12

Assigning work to a program team ────────────────── 9-14
About program teams and automatically assigning responsible users ────── 9-14
Assign responsible users from the resource pool ─────────────── 9-15
Creating and managing program deliverable dependencies ─────── 9-15
About program deliverable dependencies ───────────────── 9-15
Create program deliverable dependencies ───────────────── 9-16
View program deliverable dependencies ────────────────── 9-19
View program deliverable sequence ──────────────────── 9-21
Modify program deliverable dependencies ───────────────── 9-22
Remove a program deliverable dependency ──────────────── 9-24
Update program deliverable dependencies sequence ──────────── 9-25
Using the Board view to manage program deliverables ───────── 9-26
Manage program deliverables in the Board view ─────────────── 9-26
View and edit work progress for program deliverables ──────────── 9-29

Creating and managing schedules

Using schedules in Program Planning ───────────────── 10-1
Generating schedules for changes and deliverables ────────── 10-1
How are schedules generated? ────────────────────── 10-1
Generate schedules for a change or deliverable ─────────────── 10-1
Review schedule generation transactions ────────────────── 10-3
Create a master schedule ────────────────────── 10-3
Associate or remove a schedule within an event ──────────── 10-4
Review schedules created for a specific event ───────────── 10-6
Shift schedules when the event date changes ───────────── 10-7
Add or remove a schedule within a program, project, or subproject ─── 10-8

Identifying program risks, issues, and opportunities

What are program risks, issues, and opportunities? ────────── 11-1
Add a program risk, issue, or opportunity to the plan ────────── 11-1
Delete or remove a program risk, issue, or opportunity from a plan ─── 11-3
Modify a program risk, issue, or opportunity ───────────── 11-4
Field definitions for program risks, issues, and opportunities ────── 11-6

Managing programs using the Program Board

Using the Program Board ────────────────────── 12-1
About the Program Board ──────────────────────── 12-1
Program Board example ───────────────────────── 12-2
Manage program objects with the Program Board ─────────── 12-3

Using trace links with program objects

Use trace links to manage program objects ────────────── 13-1
Create a trace link for a program object ──────────────── 13-1
Review existing trace links ────────────────────── 13-3

Program Planning, Active Workspace 6.2 5

6 Program Planning, Active Workspace 6.2

© 2022 Siemens
1. About Program Planning
Program Planning enables organizations to efficiently coordinate the various work activities of multiple
functional teams in the PLM environment. It provides enterprise-wide visibility into top-level projects and
their major event dates. With Program Planning, all stakeholders involved in the successful delivery of
products, from the planning office, program managers, and product managers to department heads,
team leaders and team members, can plan and coordinate work across the enterprise using a structured,
yet flexible, mechanism.

How you work on programs in Active Workspace depends on your role. The following are the common
roles involved with program planning and the actions they typically perform:

• The program manager creates the programs, adds event dates and other program objects, assigns
responsible users, and updates the program properties.

• The responsible user is assigned to a program object, such as an event, risk, subproject, or issue, and
completes the work for the assigned component.

• The administrator configures program planning features, such as list of values (LOVs), event code
colors, program security, data sharing between Teamcenter sites, and deep copy rules.

Program Planning, Active Workspace 6.2 1-1

Note:
Sharing data using Multi-Site Collaboration is not supported with Program Planning.

Where do I go from here?

The links below take you to common tasks based on the roles described above.

I'm a program manager and I want to:

Use the program timeline to manage my Assign resources to program objects.
programs.
Create a new program. Add a deliverable to a program object.
Add schedules to my program. Create program deliverable dependencies.
Add an event to my program. Add risks, issues, and opportunities to my
program.
I'm a user assigned to a program object and I want to:
Modify a program deliverable's properties. Modify a program event.
Replace a program deliverable revision. Modify a program risk, issue, or opportunity.

1-2 Program Planning, Active Workspace 6.2

© 2022 Siemens
2. What are programs, projects, subprojects
and events?
Program Planning utilizes programs, projects, subprojects and events. Viewed collectively, these
elements comprise the program plan. To use Teamcenter Program Planning features, you must create a
program plan.

Term Description Examples

Program An investment-oriented business or technical Hybrid motor for 2020 product

initiative usually involving cross-functional teams launch
over an extended period of time. A program can
consist of projects and subprojects.

Project or Organizational or functionally oriented • Prime mover

subproject decompositions of the program, which may have • Electric motor
line of business, top-level subassembly, or end- • Converter
product orientation. • Transmission

Event Representation of significant point-in-time program, • Executive Approval

project, or subproject inflection points. • Virtual Build Event
• Design Completion
• Physical Build Event
• Start Regular Production

Program Planning, Active Workspace 6.2 2-1

2-2 Program Planning, Active Workspace 6.2

Program Planning enables organizations to efficiently coordinate the various work activities of multiple,
functional teams by providing enterprise-wide visibility into top-level projects and their major event
dates.

Complete the preconfiguration tasks

Prior to configuring Program Planning, you must complete the preconfiguration tasks.

What can I configure?

You can configure the following areas of Program Planning:

• Ensure that LOVs more accurately reflect your business use by configuring the out-of-the-box LOVs.

• Define the Schedule Template Attribute Maps (STAM) and Schedule Template Value Maps (STVM) to
define which attributes and attribute values your organization uses when automatically generating
schedules from ECNs.

• Define whether program objects are automatically added to the program's Teamcenter project by
setting the program security.

After Installing Program Planning

After you have installed Program Planning, there are several post-installation tasks that must be
completed, including changes made to Organization, Access Manager, and Dispatcher.

What do programs look like?

Following is an example of a program.

Program Planning, Active Workspace 6.2 3-1

Program Planning preconfiguration tasks

Before you can configure Program Planning, you must install the features and load the necessary
templates in Business Modeler IDE.

Find more information about Active Workspace features in the Teamcenter Installation on Windows or
Teamcenter Installation on Linux guides.

Install the Program Planning features

Install the following from the Features panel of Teamcenter Environment Manager (TEM):

• Within Features, select the following:

• Program Planning (client)

Enables the program management capability in Active Workspace.

• (Optional) Schedule Manager (client)

Allows Active Workspace users to relate schedules and change objects.

• (Optional) Change Management (client)

Allows Active Workspace users to relate programs, projects, and subprojects to change objects.

3-2 Program Planning, Active Workspace 6.2

• Program Planning Execution Client

Program Planning execution features for the Active Workspace client.

• (Optional) Change Management Schedule Manager

Allows Active Workspace users to relate schedules and change objects.

• (Optional) Program Change Client

Allows Active Workspace users to relate programs, projects, and subprojects to change objects.

• (Optional) Program Planning Event Change Client

Allows Active Workspace users to relate events to change objects.

• (Optional) Program Schedule Manager Client

Allows Active Workspace users to create plan-level items to schedules and supports automatic
generation of schedules within a program.

• Within Enterprise knowledge Foundation, select the following:

• (Optional) Change Management

• Dispatcher Server

• Dispatcher Client

• Program Planning (server)

Enables the program management capability in Active Workspace.

Select Active Workspace→Server Extensions→Program Planning.

• Program Planning

• (Optional) Schedule Manager

• Program Planning Execution

Program Planning execution features for Active Workspace.

• (Optional) Change Management Schedule Manager

Allows Active Workspace users to relate schedules and change objects.

Program Planning, Active Workspace 6.2 3-3

• (Optional) Program Change

Allows Active Workspace users to relate programs, projects, and subprojects to change objects.

• (Optional) Program Planning Event Change

Allows Active Workspace users to relate events to change objects.

• (Optional) Program Schedule Manager

Allows Active Workspace users to create plan-level items to schedules and supports automatic
generation of schedules within a program.

• Dispatcher Components

• Dispatcher Scheduler

• Dispatcher Client

• Dispatcher Module

• Select Translators

• AsyncService

Load the templates

These templates can be found in tcdata\model\ in Business Modeler IDE.

Installation Order Template Name Description

1 foundation Foundation (Required)

2 aws2 Active Workspace (no dependencies)

3 prg0programinfra Program Planning Infrastructure (no dependencies)

4 pgp0awprgplanning Program Planning (Dependent on 2 and 3)

5 cm Change Management (Dependent on 7)

6 saw1projectmanagementaw Schedule Manager (Dependent on 8)

7 psi0ppsminterface Program Planning Schedule Management Interface

(Dependent on 3, 4, and 6)

8 pch0pchinterface Program Change Interface (Dependent on 9)

9 pec0ppeventchange Program Planning Event Change

3-4 Program Planning, Active Workspace 6.2

Program Planning post-installation configuration tasks

After installing Program Planning, you must complete the following tasks:

• Navigate to Organization in Teamcenter and modify the site name in the SOA URL box using the
pattern: http://<MachineName>:7001/tc.

• Navigate to Access Manager in Teamcenter and do the following:

• Under Has Class (POM_application_object) → Working, create an ACL named

DispatcherRequest.

• Assign read, write, and delete privileges to the dcproxy user.

Program Planning, Active Workspace 6.2 3-5

• To support async operations, in the Dispatcher installation directory, run the .bat files located in the
bin folders of Scheduler, Module, and Dispatcher Client directories. The required files are listed
below in the order they should be run.

1. \Scheduler\bin\runscheduler.bat

2. \Module\bin\runmodule.bat

3. \DispatcherClient\bin\runDispatcherClient.bat.

Refer to the Installing and Configuring Dispatcher in the Teamcenter help for configuration
instructions.

Async operations are required in Program Planning for generating schedules.

Configure out-of-the-box Program Planning LOVs

The following out-of-the-box Schedule Manager LOVs can be configured in Business Modeler IDE
(BMIDE) to better represent your business.

Program LOVs that you can configure:

• State

Reflects the current state of the program.

Predefined values are: Not Started, In-Progress, Complete, Closed.

3-6 Program Planning, Active Workspace 6.2

• Classification

Used to label a program, project, or subproject. For example, an organization could classify a
program's significance to the organization (high, medium, low) or program's complexity (complex,
moderate, simple).

This LOV has no predefined values.

Event LOVs that you can configure:

• State

Reflects the current status of the event.

Predefined values are: Not Started, In-Progress, Complete, Closed.

• Event Code

Identifies the events that are applicable to your business. This LOV has no predefined values. Your
organization's programs may include kickoff events, design review events, and release to market
events as values to define.

In addition to defining the event code values, you can define a unique color to each event code
value.

Criteria LOVs that you can configure:

• State

Reflects the current status of the criterion.

Predefined values are: New, Open, In-Process, Ready, Pass, Fail.

Program deliverable LOVs that you can configure:

• Deliverable Type

Identifies a functional or other classification of the program deliverable.

Predefined values are: End Item, Sourced Item, Internal Item, Program Management, Quality
Management, Other.

Risk, issue, or opportunity LOVs that you can configure:

• State

Program Planning, Active Workspace 6.2 3-7

Reflects the current status of the program risk, issue, or opportunity.

Predefined values are: In Progress, Closed, Canceled.

• Priority

Indicates the importance of the program issue.

Predefined values are: Critical, High, Medium, Low.

• Impact

Indicates the effect of the program risk or opportunity on the plan. Each value is associated with a
number (5 - 1), which is used to calculate the Risk Score (Impact x Probability = Risk Score).

Predefined values are: Severe, Major, Moderate, Minor, Insignificant.

• Strategy—Risk

Identifies the plan of action for handling this program risk.

Predefined values are: Not Applicable, Accept, Avoid, Mitigate, Transfer.

• Strategy—Opportunity

Identifies the plan of action for handling this program opportunity.

Predefined values are: Not Applicable, Accept, Enhance, Exploit, Share.

Assign colors to the program event LOVs

As an administrator, in addition to defining the Event Code LOV (Prg0EventCode) on the program Add
Event panel, you can assign each program event value a different color (Pgp0Color) for easy
identification on the program timeline. For example, kick-off events may show as green, design review
events may show as blue, and release events may show as yellow. The default event code color is
AW_Boston_Blue (#388ba6).

Use the Prg0EventCode LOV to define the Event Code value based on your company's best practices.
Use the Pgp0Color LOV to define a library of colors, including hex codes, which can be assigned to
events. Use the Pgp0EventToColor LOV to map a defined Event Code to a defined color.

Note:
Maximum allowable length for the Event Code value is 12 characters.

3-8 Program Planning, Active Workspace 6.2

In Active Workspace, the end user picks the desired event type from the Event Code LOV, and the event
displays in the program timeline in the color associated with that event type.

Instructions for adding values to existing LOVs is discussed in the Business Modeler IDE.

Define Program Planning security

Define Program Planning program security using the following preference and program field. When
program security is configured, program objects are automatically added to the program's Teamcenter
project when the object is created.

Set the Program_Management_Security site preference to 1 (default is 0) to automatically create a

Tc_project for the Program Planning program. This will also automatically assign the program's projects
and subprojects to the Tc_project when they are created.

Program Planning, Active Workspace 6.2 3-9

When the Program_Management_Security preference is set to 1 and the Content Security field value
for the program, project, or subproject is set to True, the Tc_project security also propagates to program
deliverables, deliverable instances, changes, schedules, events, event criteria, attachments, risks, issues,
opportunities, and checklist associated with the program, project, or subproject. The Content Security
field is located on the Overview tab of the program, project, and subproject.

Note:
The Content Security field must be set at each plan level (program, project, and subproject) in
order to propagate all plan objects to the Teamcenter project. If this field is not set for one level of
the plan—for example, the project—then only the objects for the program and subproject are
propagated to the Teamcenter project.

Add custom program and project objects

Use this procedure to add custom subtype objects to the Prg0AbsProgramPlan and
Prg0AbsProjectPlan Program Planning objects. Unlike how other custom business objects within
Teamcenter are subtyped, the parent-child relationship for these two objects is governed by the
Prg0PlanAllowsChildren and Prg0PlanAllowedChildTypes business object constants.

Note:
The Prg0AbsEvent and Prg0AbsCriteria objects are directly subtyped like any other business
objects in Teamcenter.

1. In Business Modeler IDE, select either the Prg0AbsProgramPlan or Prg0AbsProjectPlan business

object, depending on where you want to create the new custom subtype object.

2. Add the new custom subtype object under the selected business object.

3. Select the business object (Prg0AbsProgramPlan or Prg0AbsProjectPlan) where you added the
custom object and under the Business Object Constants section, do the following.

• Set the Prg0PlanAllowsChildren constant to true.

• In the Prg0PlanAllowedChildTypes constant, enter the name of the custom subtype object. If
you created more than one custom subtype object, enter then names as comma separated
strings.

3-10 Program Planning, Active Workspace 6.2

4. Create a corresponding XML rendering style sheet (XRT) for the custom object (project, event, or
criteria).

a. Log on to Teamcenter rich client as an administrator and navigate to My Teamcenter.

b. Create a new XMLRenderingStylesheet dataset.

c. Search for the appropriate dataset, depending on the custom object: Pgp0ProjectPlanCreate
(custom project), Pgp0Prg0EventCreate (custom event), or Pgp0Prg0CriteriaCreate (custom
criteria).

d. Click the Viewer tab and copy the contents of the dataset.

Program Planning, Active Workspace 6.2 3-11

e. Paste the copied content into your custom XML rendering style sheet.

f. Create a new preference named AWC_<Custom Class Name>.CREATERENDERING.

g. Restart the Teamcenter server and then log off and back on to Active Workspace.

Share Program Planning data between Teamcenter sites

As an admin, you can export Program Planning data from one Teamcenter site and import it into
another Teamcenter site. For example, if you want to move data from a test environment into a
production environment.

3-12 Program Planning, Active Workspace 6.2

Prerequisite Steps

Before exporting and importing data, complete the following steps at both the source and destination
sites.

1. In Teamcenter, click Windows > Open Perspective > Other > PLM XML/TC XML Export Import
Administration and verify that ProgramPlanningDefaultTM is installed in Teamcenter.

2. If ProgramPlanningDefaultTM is not installed, in the Teamcenter command prompt, enter the

following command to import the mode:

tcxml_import -u=Tc-admin-user -p=password -g=group -scope_rules -

scope_rules_mode=append -file=%Tc_Root%\install\prg0programinfra /
programplanningdefaultTOS.xml

3. Generate the Administration Data Comparison report to compare the source and destination
structures, since both sides must have the same data structure, including Tc_project, objects, and
users.

Export and Import data

Use the Teamcenter plmxml_export and plmxml_import utilities to export Program Planning data from
one Teamcenter site and import it into another Teamcenter site.

1. On the source site, navigate to the Teamcenter command prompt and enter the following.

tcxml_export -u=<username> -p=<password> -g=<group>-

input_criteria=Prg0ProgramPlan{prg0PlanId =<Program ID>}-bulk_extract -
optionset=ProgramPlanningBulkExtractDefault-file=<name of file>.bcz

The ProgramPlanningBulkExtractDefault option set is mandatory for export. If you do not specify
the output file path, then the Briefcase file is generated in <TC_ROOT>\tc_menu\.

2. Copy the Briefcase file (.bcz).

Program Planning, Active Workspace 6.2 3-13

3. On the destination site, paste the Briefcase file in <TC_ROOT\tc_menu> (or in a custom folder).

4. On the destination site, do the following to add the bulk load argument to the plmxml_import
utility.

a. Login to Teamcenter as a dba.

b. Search for the BulkLoadDefault option set and add the opt_bulk_load_in_prod option.

c. On the destination site, navigate to the Teamcenter command prompt and enter the
following.

tcxml_import -u=Tc-admin-user -p=password -g=group -file=file-name.bcz

-bulk_load

Note:
If the file is in a custom file, use the full path name as shown above. If the file is in
<TC_ROOT>\tc_menu\ then enter only the file name (=<name of file>.bcz).

Program save as behavior default deep copy rules

Program save as behavior can be configured through deep copy rules in BMIDE. The table below shows
the default deep copy rules used when saving a program as a new program.

Primary Secondary Relationship Option

Program Events Reference Copy as object
Program Project Reference Copy as object
Program Deliverables - PDR GRM Copy as object
Program Risks GRM Copy as object
Project Events Reference Copy as object
Project Subproject Reference Copy as object
Project Deliverables - PDR GRM Copy as object
Project Risks GRM Copy as object
Subproject Events Reference Copy as object
Subproject Deliverables - PDR GRM Copy as object
Subproject Risks GRM Copy as object
Events Criteria Reference Copy as object
Events Deliverables - PDR GRM Copy as object
Events Checklists GRM Copy as object
Events Risks GRM Copy as object

3-14 Program Planning, Active Workspace 6.2

Primary Secondary Relationship Option

Deliverables Deliverable instances GRM Copy as object
(any Teamcenter
objects)
Checklists Checklist questions GRM Copy as object
Primary Secondary Relationship Option
Prg0AbsPlan Change, Schedule, Issue, GRM Do not copy
Opportunity

Define STAMs and STVMs

What are STAMs and STVMs?

The Schedule Template Attribute Map (STAM) defines which attribute your organization uses when
automatically generating schedules from ECNs. The Schedule Template Value Map (STVM) defines the
actual value of the attribute you defined in the Schedule Template Value Map (STAM). You can create
more than one STAM/STVM pair for each schedule.

Before the program manager can automatically generate schedules from change notices, a system
administrator must create Schedule Template Attribute Maps (STAM) and Schedule Template Value
Maps (STVM). These two maps work together to identify which attributes and values are used when
schedules are automatically generated from the change. Typically, the system administrator creates the
necessary STAMs and STVMs prior to the start of the program, and the same STAM/STVM pairs are used
throughout the duration of the program.

Example:

Name Description Source Source obj.

Source obj. attribute
obj. type attribute value

Part_STAM Mapping attributes for Item Source

parts revision

Part_STVM Parts made in North Make

America

Parts purchased in North Buy

America

Program Planning, Active Workspace 6.2 3-15

Create a Schedule Template Attribute Map (STAM)

The system administrator creates the Schedule Template Attribute Map (STAM) to define which attribute
your organization uses when automatically generating schedules from ECNs. You can create more than
one STAM/STVM pair for each schedule.

1. From the home page, navigate to your Home folder.

2. Click Add .

3. In the Add panel, in the filter box scroll and select Schedule Template Attribute Map.

4. Define the STAM values.

5. Click Add.

Field definitions for STAM

The system administrator defines the Schedule Template Attribute Map (STAM) attributes.

Field name Definition Valid values

Name Identifies this STAM.

Description Describes this STAM.

Context Identifies whether the schedule is Impacted item

generated from an event's change notices Deliverable instance
(impacted item) or from an event's program Program Deliverable
deliverables (deliverable instance).

Source Object Identifies the Teamcenter object class for Varies, depending on your
Type which schedules are automatically Teamcenter configuration.
generated from the designated schedule
template. Enter the object name exactly as
it appears in the Business Modeler IDE.

Source Object Identifies the attribute on the object class Example: object_name
Attribute identified in the Source Object Type box.
This value is optional.
Specify a value only if the template
selection is based on the object class and
value of the attribute on the object class.
Enter the attribute name exactly as it
appears in the Business Modeler IDE

3-16 Program Planning, Active Workspace 6.2

Field name Definition Valid values

(without the object class prefix). If an

attribute is specified, the system looks for a
corresponding STVM.

Project Associates this template to a security-level

project. The project consists of entities that
(project-level
correlate groups of users with the data
security)
associated with a given project or subset of
a project. Project-level security is defined by
your system administrator. Templates that
are not associated with a security-level
project are open for access by everyone.

Default Identifies the schedule template to use Select from the list of defined
Schedule when a change schedule is automatically schedule templates for your
Template generated. The default schedule template is organization.
used when the template selection is based
only on the object class (for example, there
is no STVM) or when the Source Object
Attribute is specified but Teamcenter could
not find a corresponding STVM.

Create a Schedule Template Value Map (STVM)

The system administrator creates the Schedule Template Value Map (STVM) to specify the schedule
template to be selected by the autogeneration process for a given object class and the value of the
specified attribute on that object class. As a system administrator, create an STVM only after you have
created the STAM for the object class.

1. From the home page, navigate to your Home folder.

2. Click Add .

3. In the Add panel, in the filter box scroll and select Schedule Template Value Map.

4. Define the STVM values.

5. Click Add.

Field definitions for STVM

The system administrator creates the Schedule Template Value Map (STVM) to specify the schedule
template to be selected by the autogeneration process for a given object class and the value of the

Program Planning, Active Workspace 6.2 3-17

specified attribute on that object class. As a system administrator, create an STVM only after you have
created the STAM for the object class.

Field name Definition Valid values

Name Identifies this STVM.

Description Describes this STVM.

Schedule Identifies the STAM for which this STVM is Click the to select a STAM,
Template being created. and then click Set.
Attribute Map

Source Object Identifies the value of the source object

Attribute Value attribute that maps to the selected STAM.

Project Associates this template to a security-level

Schedule Identifies the schedule template to use

Template when a change schedule is automatically
generated.

3-18 Program Planning, Active Workspace 6.2

© 2022 Siemens
4. View my programs
As a program manager or project planner, you can quickly view and manage all your programs, events,
and program deliverables from the Programs location.

Procedure

1. View and open a program in one of these ways:

• Click the PROGRAMS tile on your home page.

• Click the PROGRAMS icon from the global navigation.

• Search for the program using the search box or navigate to the program in your folder structure
and click Open .

The Programs window opens with the My Dashboard view automatically selected.

2. In the My Dashboard view, click a report to open it.

Program reports include:

• All Programs Summary

• All Events Summary

• All Program Deliverables Summary

Program Planning, Active Workspace 6.2 4-1

The My Dashboard view can be configured and may differ from the descriptions in this
documentation. For more information, see Report Builder.

3. Click the My Programs tab to view all your programs and their details.

4-2 Program Planning, Active Workspace 6.2

© 2022 Siemens
5. Compare programs, schedules, events,
and other objects
As a program or project planner, you can compare the planning properties for multiple programs,
projects, schedules, events, or other objects by selecting the Compare display mode available in many
Active Workspace pages.

1. Search for the desired program, project, schedule or event using the search box.

2. (Optional) Filter the returned list to quickly find the desired objects.

3. Select the Table with summary display method.

4. Select the objects to compare by doing the following.

a. Right-click the first object.

b. Select each subsequent object that you want to include in the comparison.

A check mark appears after each selected object.

5. Click the Compare tab.

6. Review and compare the Planning properties for the selected objects.

Program Planning, Active Workspace 6.2 5-1

5-2 Program Planning, Active Workspace 6.2

© 2022 Siemens
6. Ensuring quality using checklists
Use checklists to ensure program quality. A checklist consists of a list of questions that define acceptance
criteria. Learn how to use checklists in APQP Program Management.

Program Planning, Active Workspace 6.2 6-1

6-2 Program Planning, Active Workspace 6.2

© 2022 Siemens
7. Using the timeline to manage programs
About the program timeline
As a Program Planning stakeholder, program or project manager, or team member, you can use the
program timeline to view the entire program, including projects, subprojects, and events, in one
convenient graphical timeline. Additionally, as a program manager, you can use the dashboard to add or
modify programs, projects, and events.

Tip:
• To select multiple events, hold the Ctrl key as you select them.

• To zoom in and out of the program timeline, hold the Ctrl key and scroll using your trackpad or
mouse.

I want to:
Show a selected program object's details in a View deliverable dependencies from the
summary view below the timeline. timeline.
Create projects and subprojects from a template Modify program properties directly from the
within an active program. timeline.
Go directly to a specified date on the program Manage resource assignments for an event.
timeline.
Change the program timeline view. Search for an event or deliverable instance.
Filter the program timeline. Set the event color on the timeline.
Change the timeline zoom level. Quickly add or delete projects, subprojects,
and events.
Display event information directly on the Arrange the columns in the program timeline.
timeline.
Shift an event date along with any dependent View schedule milestones on the program
secondary events. timeline.
Manage event dependencies from the timeline.

Other actions you can perform from the program timeline

In addition to using the work area toolbar, you can also perform other actions from the timeline, such as
rearranging the program hierarchy, opening an object, or changing the planned date for events.

Program Planning, Active Workspace 6.2 7-1

Rearrange the program hierarchy

If you want to rearrange your program hierarchy, select the project or subproject you want to move up
or down. Next, from the work area toolbar, click Move Up to move the selection up in the hierarchy,
or click Move Down to move it down.

Note:
If your project or subproject contains child plan levels, you can only move the child plan up or
down within the parent plan hierarchy. You cannot move the child plan to a different parent plan
or move it out of its parent.

Open a program object from the timeline

To open a project, subproject, or event, hover over the object on the timeline and select Open . For
events, the Open icon is displayed inside the tooltip. For projects and subprojects, the Open icon is
displayed next to the plan level when the object line is selected.

Change plan date for events on the program timeline

You can drag an event to different locations on the program timeline to change the planned date. This
allows you to quickly replan events without having to change the dates from within each event.

View the program timeline

You can use the program timeline to view programs, projects, subprojects, and events in a timeline
format. You can choose to view the timeline in days, weeks, or months, and display program object
details below the timeline.

1. Search for the program using the search box or navigate to the program in your folder structure.

2. (Optional) Filter the list to quickly find the desired program.

3. Select a program from the list and click Open .

Note:
Your timeline may look different from the one displayed here. Your system administrator can
assign specific colors to each event defined in the Event Code list.

7-2 Program Planning, Active Workspace 6.2

Create new projects and subprojects from a template within an

active program
You can create new projects and subprojects from a template when adding new plan levels to an active
program on the program timeline. All your available templates are displayed when adding the plan
levels.

1. From the program timeline, select the program, project, or subproject you want to add the
additional plan level to and then click New > Add Plan Level.

The Add Plan Level panel opens.

2. In the Add Plan Level panel, click the Search tab and enter your search criteria.

Program Planning, Active Workspace 6.2 7-3

3. Click the desired template and click Add a Copy.

4. In the ADD A COPY section of the panel, change the properties as needed or use the values
specified in the template.

You can select the Include Checklists and Include Deliverables check boxes to include any
checklists and deliverables from the template in the new plan level.

5. Click Add.

The new plan level is added to the program timeline as a child of the program, project, or
subproject you selected in step 1.

Go directly to a date on the program timeline

You can navigate to a specified date for a program from the program timeline when you know the exact
date you want to view. Once you have finished, you can quickly return to the current date on the
timeline.

1. In the program Timeline work area toolbar, click Go To .

2. Click in the Date box to open a calendar.

7-4 Program Planning, Active Workspace 6.2

3. Do one of the following to specify the date:

• Enter the date into the date box. You must enter the date in DD-MMM-YYYY format. For
example, to select the date of June 8th, you enter 08-Jun-2021.

• Use the calendar to select the date you want to view.

4. Click Go.

The program timeline scrolls to the specified date.

5. (Optional) To return to the current date, from the work area toolbar, click Go To and then select
Today to return the program timeline to the current date.

Change the program timeline view

You can change the program timeline view to show different levels of information on the screen. For
example, you can display program object details in the work area, or show and hide the timeline that
appears to the right of the Tree. This allows you to efficiently manage what you are viewing when
working on your programs.

Show or hide the program timeline

1. From the work area toolbar, click Timeline to show or hide the timeline that displays to the right
of the tree.

Show details in the work area

You can show the selected program object's details in the work area below the program timeline. When
the details are displayed, you can select the different tabs across the top to view additional information,
such as deliverables, schedules, risks, and opportunities.

1. From the work area toolbar, click Tree and then select Tree with Summary from the list.

The details for the selected program object now appear in the work area. If you want to hide these
details to see more of the program timeline, click Tree with Summary and then select Tree to
show only the tree view and hide the summary.

2. Select from the different tabs to view the corresponding details. In addition to viewing the details,
you can also perform actions directly from the work area summary, such as adding a deliverable
to a program or event, or creating a program risk, issue, or opportunity.

Program Planning, Active Workspace 6.2 7-5

Apply filters to the program timeline

You can apply filters to a program from the program timeline to personalize the view to your preferences
or business process. Filters can be applied by clicking a column header in the timeline and then entering
your filter criteria.

1. Click one of the column headers at the top of the timeline Tree or Tree with Summary view to see
the filtering options for the column.

2. Do any of the following as necessary:

• Specify the filter criteria.

Note:
See the Filtering data in a table column topic in the Active Workspace Fundamentals for
more information on filtering data in a table column.

• Click Freeze to prevent a table column from being resized. You can click it again to allow resizing
for the column.

• Click Hide Column to hide it from the view. If you need to see the column again, it can be added
back to the table from the Arrange panel.

• Click Clear to remove the applied filters from a column.

• Click Show Filters to view the values for the table column. You can select the values you want to
filter by.

3. Click Filter to apply the filter to the column.

View event information in the timeline

View event information

You can access event information from the timeline in multiple ways:

• Hover over an event in the program timeline to see its name, status, and planned date.

7-6 Program Planning, Active Workspace 6.2

• From the work area toolbar, click Timeline Information .

If you are in the Day view, the event name is displayed in the timeline. If you are in the Weeks or
Months view, the event name and planned date are displayed.

Note:
For larger programs, Active Workspace may hide some of the event information to prevent
overlapping of text on the program timeline.

• To view additional information, such as the associated events and their dependencies, risks, issues,
and opportunities, from the work area toolbar, select the Tree with Summary view to show the
selected program object's details below the timeline.

Stacked events on the program timeline

For larger programs, you may have multiple overlapping events displayed on the program timeline. In
this situation, the event icon on the timeline displays the number of overlapping events. When you
select the event on the timeline, the first three events are displayed. You can then select one of these
events to view the properties in the summary panel below the program timeline.

Program Planning, Active Workspace 6.2 7-7

If you need to see more than three of the events, you can click the More link at the bottom to open the
Events panel and view all the overlapping events. When selecting an event from the panel, its
information is displayed in the summary view below the timeline.

Tip:
You can click Open next to an event on the program timeline or the Events panel to open the
event's details in a full screen view.

When the event icon on the timeline shows stacked events is based on the hours between the events
and the zoom level of the timeline. Refer to the table below for more details.

Zoom Level Hours between overlapping events

Days 3 hours or less between two adjacent events
Weeks 12 hours or less between two adjacent events
Months 48 hours or less between two adjacent events
Quarters 200 hours or less between two adjacent events
Years 360 hours or less between two adjacent events

Configure what event information displays on the program timeline

You can configure what information displays when viewing event information on the program timeline
and when you hover over an event by modifying the following properties in the Teamcenter rich client.

7-8 Program Planning, Active Workspace 6.2

• PP_Event_Information. This preference controls the event information displayed on the program
timeline when you toggle the Timeline Information option from the work area toolbar. You can
configure two properties for this preference, one that displays to the left of the event icon, and the
other to the right.

• PP_Event_Tooltip_Information. This preference controls the event information that displays when
you hover over an event on the program timeline. You can configure any number of properties for this
preference.

Note:
• The Event Name, Event Code, Event State and Open icon are fixed values and are always
displayed for an event.

• By default, the first three values specified for the preference are displayed when hovering
over the event on the timeline.

Set the event color on the program timeline

When viewing events on the timeline, you can choose to set the event color based on the state of the
event. This allows you to see the progress of your events quickly, without having to hover over the event
to see its state.

The default colors for the event states are as follows:

• Not Started event icons are blue.

• In Progress event icons are yellow.

• Complete event icons are green.

• Closed event icons are gray.

Note:
Your administrator can modify the PP_Event_color_coding_configuration preference to change
the default colors for the program events.

1. View the timeline for a program that contains events.

2. From the work area toolbar, click Set Event Color .

3. Click By State to set the event colors based on the state of the event.

Program Planning, Active Workspace 6.2 7-9

4. To set the events back to their default color, click Set Event Color again and then click Default
Event Color.

Manage event dependencies on the timeline

When viewing the timeline for your program, you can create event-to-event dependencies between
events in your program, projects, and subprojects. You can also choose to hide or show the
dependencies on the timeline, or remove the dependencies if you no longer need them.

Create event-to-event dependencies

1. View the program timeline.

2. From the work area toolbar, click Dependency .

This enables creating and viewing event dependencies on the timeline.

3. Hover over an event to see a connector to the left or right of the icon.

4. Click the connector and then drag to the connector of the event you want to create the
dependency with. When you release the mouse button, the dependency between events is
created.

7-10 Program Planning, Active Workspace 6.2

Show or hide event dependencies

1. To toggle showing or hiding event dependencies from the timeline, click Dependency in the
work area toolbar.

Remove event dependencies

1. Click Dependency from the work area toolbar to display your event dependencies.

2. Select an event-to-event dependency arrow on the timeline. When you select it, the arrow is
highlighted.

3. Do one of the following to delete the dependency:

• Double-click on the event dependency arrow to remove it.

• Click Delete from the work area toolbar.

4. Click Delete when prompted by Active Workspace to confirm the deletion.

View schedule milestones on the program timeline

If you have a schedule associated with one of your program plan levels, you can view the milestones
from that schedule in the program timeline. The milestones are displayed in the timeline along with the
events that make up your program. This gives you an overview of the overall schedule execution.

Note:
The schedule milestones are only displayed on the timeline and cannot be edited. If you need to
modify a schedule milestone, you must open it to make the necessary changes.

1. Open a program that has an associated schedule that contains milestones.

Program Planning, Active Workspace 6.2 7-11

Make sure the program timeline is displayed. You can click Timeline from the work area toolbar if
it's not displayed when you open the program.

2. Select the program, project, or subproject that contains the schedule with the milestones you want
to display on the timeline.

3. Click Schedule Milestones from the work area toolbar and then do one of the following:

• Click Show to show the milestones for the selection.

• Click Show All to show all the schedule milestones for all programs, projects, and subprojects in
the timeline, regardless of which object is selected.

The schedule milestones display on timeline. You can hover over the milestone to view it's high-
level information, or click on it to view all the details in the Summary below the timeline.

4. Optionally, click Schedule Milestones again and do one of the following to hide the milestones
on the timeline.

• Click Hide to hide the milestones for the selected program, project, or subproject.

• Click Hide All to hide all the milestones displayed on the timeline.

Shift an event's planned date along with the planned dates of

secondary events
When you are planning your program, you can drag your events to a new date on the program timeline.
When you do this, Active Workspace will ask if you want to automatically move any secondary events by

7-12 Program Planning, Active Workspace 6.2

the same number of days as the primary event. This is helpful if you have a large number of events that
have dependent secondary events in your plan. You can also adjust the planned date from the
Information Panel or by clicking Shift Event in the primary toolbar.

Shift an event's planned date on the program timeline

1. Select an event from the program timeline and drag it to the new date. If there are any dependent
secondary events, you are asked if you want to move the secondary events to a future date.

2. Do one of the following:

• Click Yes to move all secondary events by the same number of days as the primary event.

• Click No to keep all secondary events at their current date.

Shift an event's planned date from the Information panel

1. Select the desired event from the program timeline and then click Information from the primary
toolbar.

The Information panel opens.

2. Click Edit.

3. Change the Planned date.

4. Click the Keep Related Objects in sync with Planned Date check box to move the primary event's
related artifacts, such as event criteria, checklists, and deliverables, by the same number of days to
keep everything in sync.

5. Click Save and then close the Information panel.

Shift an event's planned date from the primary toolbar

1. Select the desired event from the program timeline.

Program Planning, Active Workspace 6.2 7-13

2. From the primary toolbar, click Edit > Shift Event.

The Shift Event panel opens.

3. Enter the new Planned Date.

4. Click the Shift the secondary events check box to shift the secondary events by the same number
of days as the selected event.

5. Click Shift to change the event's planned date.

View deliverable dependencies from the timeline

You can view the program deliverable dependencies from the program object details below the timeline.

1. Follow the instructions to display program object information below the timeline.

2. Click the Deliverables tab.

3. Expand the DEPENDENCIES section to view the deliverable or deliverable instance dependencies.

Modify program properties from the timeline

You can quickly modify some program object properties from the timeline in the Tree or Tree with
Summary views by double-clicking the cell you want to update and then changing the information as
needed. You can also click Edit in the upper right corner of the timeline to enabled edit mode, which
turns on editing for all cells at once.

7-14 Program Planning, Active Workspace 6.2

The type of data in the cell you are modifying determines how you update the information in the cell.
For example, clicking on a date shows the calendar and allows you to pick a new date, while clicking on
the status lets you to select a different status from a list.

Note:
If you have Autosave Tables enabled in your user properties panel, when you click off a cell that
you have modified, it saves automatically. If you do not have this feature enabled, you must
manually save any changes you made to any cells by clicking Save Changes in the upper right
corner of the timeline. If you do not click this and then try to navigate to a different page, you are
prompted to save your changes or discard them.

1. From the program timeline, navigate to the cell you want to modify and then do one of the
following:

• Double-click the cell and edit the contents as necessary.

• Click Edit in the upper right corner of the timeline. This puts all cells into edit mode and you can
modify them as needed. When you are finished editing, click Save Edits to save your changes.

Note:
If you have Autosave Tables enabled but use this method to edit the table, you must
manually save your changes by clicking Save Edits .

Manage resource assignments for an event

You can manage resources for an event's deliverables, risks, issues, opportunities, and checklists from
the program timeline. When you select the event, you can view the Summary information below the
program timeline, or Open the event when you hover over it to view the event properties in a full
screen and remove the user from that view.

Manage resource assignments from the Summary view below the program timeline

To view the summary information for a program object below the timeline, make sure you are using the
Tree with Summary view and then follow the steps below.

1. Select the event from the program timeline.

The event information is displayed below the timeline

2. Select the appropriate tab (Deliverables, Checklists, Risks, Issues, and Opportunities) that
contains the object you want to manage.

3. Select the event object.

Program Planning, Active Workspace 6.2 7-15

4. Click Resource Assignment and then choose one of the following:

• Click Assign Resource to open the Assign Resource panel. Choose a user from the Users tab,
or you can click the Resource Pools tab to assign the object to a group of users in your
organization.

Tip:
If you have a large number of users, you can filter the list by Group, Role, and Project. If
you know the exact user or resource pool you are looking for, you can type the name into
the Filter box.

• Click Remove User to remove the assigned user from the selected object.

Manage resource assignments by opening the event from the program timeline

1. Hover over an event on the program timeline and then click Open .

The event opens in a full screen to the Overview tab.

2. Select the appropriate tab (Deliverables, Checklists, Risks, Issues, and Opportunities) that
contains the object you want to manage.

3. Select the event object.

4. In the upper right corner of the table, click Resource Assignment and then choose one of the
following:

• Click Assign Resource to open the Assign Resource panel. Choose a user from the Users tab,
or you can click the Resource Pools tab to assign the object to a group of users in your
organization.

• Click Remove User to remove the assigned user from the selected object.

5. When you are finished managing the object, click Previous Location to return to the program
timeline.

7-16 Program Planning, Active Workspace 6.2

Search for events and deliverable instances

You can search for events or deliverable instances on the program timeline to quickly find the desired
object on the program timeline. This can help you more easily find events and deliverable instances in
larger programs.

Tip:
You can enter a wildcard * and partial text into the search box if you don't know the exact name of
the event or deliverable instance you are looking for. For example, if you wanted to search for a
build event, but didn't know the exact name, you can enter build* to return all events that contain
the word build in the event name.

1. From the program timeline work area toolbar, click Find .

The Find panel displays.

2. In the By: section, select the type of object you want to search for. You can select either Event or
Deliverable Instance.

3. In the Search box, enter the criteria you want to search for and then click Find .

Program Planning, Active Workspace 6.2 7-17

All matching results display in the Results section of the panel.

4. Select the event or deliverable instance you want to view.

The program timeline scrolls to the selected object and highlights it. If you are in the Tree with
Summary view, the object's details are also displayed below the timeline.

Change the timeline zoom level

You can change the zoom level on the timeline view to see a shorter or longer time period. By default,
the timeline shows the unit of time in months.

Note:
The AWC_Timeline_Zoom_Level user preference preserves the last zoom level used on the
timeline when you navigate away to a different page or log out. In order for this preference to
activate, you must change the zoom level at least once while viewing the program timeline.

Set zoom level from the work area toolbar

1. From the work area toolbar, click Set Zoom to view the different zoom levels.

2. Choose a zoom level. You can zoom by Days, Weeks, Months, Quarters, Years, and Unit of Time
Measure.

Note:
The Unit of Time Measure is the default zoom level set in the program properties.

Set zoom level using your mouse

1. Hover over the top area of the timeline view.

2. Click to change the zoom level. Each time you click, the date range changes.

7-18 Program Planning, Active Workspace 6.2

Add or delete plan levels and events from the timeline

You can quickly add or delete a project, subproject, or event directly from the program timeline.

Add plan levels

1. Select the appropriate program object from the timeline. When you select a program, adding a new
plan level adds a project. When you select a project, adding a new plan level adds a subproject.

2. From the work area toolbar, click Quick Add Plan .

The object is added to the timeline.

3. (Optional) Select the object and then do any of the following to change the program object
information:

• Click Information on the primary toolbar to view and edit the properties.

• Click Open on the primary toolbar to view and edit all the properties.

Add an event

1. Select a program, project, or subproject from the timeline.

2. From the work area toolbar, click Quick Add Event .

The event is added to the selected object with the current date as the planned date.

3. (Optional) Select the event and then do any of the following to change the information:

• Click Information on the primary toolbar to view and edit the event properties.

• Click Open on the primary toolbar to view and edit all the event properties.

• If you created multiple new events, these events overlap one another. You can drag the events
to a different location on the timeline to re-plan the program.

Delete a project, subproject, and event

1. Select a program, project, or subproject from the timeline.

2. Click Delete .

3. Click Delete when prompted to confirm the deletion.

Program Planning, Active Workspace 6.2 7-19

Customize the program timeline columns

You can customize the columns displayed in program timeline by hiding columns (except the Name
column) or rearranging the column order.

1. In the program Timeline work area, click Arrange .

2. In the Arrange panel, do one of the following.

To Do

Hide a column. Select the column you want to hide from the Displayed Columns section of
the panel and then click Remove < to hide it.

Note:
You cannot hide the Name column.

Reset the Click Reset .

columns to the
default layout.

Save and load a When creating a custom arrangement, click the Save as new arrangement
column check box to enter a name for the view. When you click Save and Arrange to
arrangement apply the view, the custom column configuration is saved. When you want to

7-20 Program Planning, Active Workspace 6.2

To Do

load it again, click Column Arrangements and then select the saved
arrangement from the list.

Rearrange the a. Select a column name from the list.

column order.
b. Click either Move up or Move down .

3. Click Arrange.

Program Planning, Active Workspace 6.2 7-21

7-22 Program Planning, Active Workspace 6.2

Create an ad hoc program

As a program manager, you may want to create a program that is not based on a program template. Use
this process to create an entirely new program. The new program is placed in your Home folder.

1. From the home page, navigate to your Home folder.

2. From the primary toolbar, click New > Add.

3. In the Add panel, do one of the following.

To Do

Search for a program. a. Click the Search tab.

b. Enter the search criteria and click .

Select a program that was a. Click the Palette tab.

previously copied to the paste
buffer using Copy . b. Select a program from the Clipboard section.

Select a favorite or recently viewed a. Click the Palette tab.

program.
b. Select a program from the Favorites or Recent section.

Add a new program. a. Click the New tab.

b. Specify Program as the Type.

c. Enter the properties for the new program.

Tip:
If you want to add multiple programs with the same or similar values, click Pin Panel to
keep the Add panel open as you create the programs.

4. Click Add.

Program Planning, Active Workspace 6.2 8-1

Note:
If program management security is turned on, you must sign off Active Workspace and sign
back in to access the new program.

Create a new program from an existing program or from a template

If the programs within your organization are similar, as a program manager you may want to create a
new plan from an existing plan. When you save a program as a new program, all projects, subprojects,
and their respective events are saved in the new plan. This can save considerable time, especially if your
organization uses complex programs.

Note:
If you are saving a new plan from a plan that is a template (the Template field on the Overview
tab is set to True), you have the option of including the program deliverables associated with the
template and adding checklists. If you are saving a new plan from a plan that is not a template,
you do not see those options in the Save As panel.

Your administrator can also configure the Save As panel to do the following:

• Display only specific properties or set certain fields as mandatory.

• Include plan levels, such as projects and subprojects.

• Include program, project, and subproject contents, such as events, risks, criteria, issues,
opportunities, schedules, and changes.

• Enable selection of which program contents to copy when saving from a template.

Note:
If the existing program you are saving as a new program contains attached schedules, the
schedules are not carried over to the new program.

1. Navigate to and open the program from which you want to create the new program.

2. From the primary toolbar, click New > Save As.

3. In the Save As panel, complete the program fields.

8-2 Program Planning, Active Workspace 6.2

4. (Optional) To include the program's deliverables (including deliverable instances and attachments)
in this new program, select Include Deliverables.

The program must be a template to see this field.

5. (Optional) To include the program's checklists (including checklist questions) in this new program,
select Include Checklists.

The program must be a template to see this field.

6. Click Save to create the new program.

Modify the program properties

As work proceeds on a program, the program manager can manually update program properties to
reflect the current program state. You can update properties on a single program, multiple programs, or
on the Information panel.

The selected display method (Table, Table with summary, List with summary) affects where you make
the updates and how many programs you can update. To update a program while in the List display, use
the Information panel, or open the program and update the properties on the Overview tab.

Note:
You can define a program's default unit of the measure from the Overview tab when modifying
the program properties. The unit of time is used when viewing the program on the timeline and
when selecting the timeline zoom level of Unit of Time Measure. You can set the Unit of Time
Measure to Days, Weeks, Months, Quarters, or Years.

Update properties on a single program

You can also use Edit > Start Edit on the primary toolbar to update a program's properties from the
Overview tab within the open program.

Program Planning, Active Workspace 6.2 8-3

1. Search for the desired program using the search box.

2. (Optional) Filter the list to quickly find the desired program.

3. Select either the List with summary or Table with summary display method.

4. Select the desired program from the list.

5. From the primary toolbar, click Edit > Start Edit.

If you are using the Table with summary display method, instead of selecting Start Edit, select
either Table or Summary, depending on where you want to make edits. Selecting Table allows you
to update certain properties on all programs, while selecting Summary allows you to update all
properties on the selected program.

6. Edit the program's properties.

7. From the primary toolbar, click Edit > Save Edits.

8-4 Program Planning, Active Workspace 6.2

Update properties on multiple programs

This display method enables you to update properties directly within the table. It's a convenient method
to use to update properties on more than one program.

1. Search for the desired programs using the search box.

2. (Optional) Filter the list to quickly find the desired programs.

3. Select either the Table or the Table with summary display method.

4. Using multiselect mode, select the programs from the list.

5. Click Edit .

6. Edit program properties in the table.

7. Click Save Edits.

Update program properties in the Information panel

You can access the Information panel from within any display.

1. Search for the desired program using the search box.

2. (Optional) Filter the list to find the desired program quickly.

3. Select the desired program.

4. From the primary toolbar, click Information .

5. Click Edit.

Program Planning, Active Workspace 6.2 8-5

6. Edit the program properties.

7. Click Save.

Field definitions for program properties

Program managers can modify the program's Properties values after the program is created.

Field name Definition Valid values

Name Uniquely identifies this program.

Description Describes this program (short description).

Plan ID Specifies a unique ID for this object This value cannot be modified
(program). This value is automatically once the program has been
generated when the program is created, created.

8-6 Program Planning, Active Workspace 6.2

Field name Definition Valid values

although it can be modified prior to saving

the program.

Type Identifies the object type, which is

Program.

State Reflects the current state of the program. The out-of-the-box values are:

Not Started
In Progress
Complete
Closed

Long Describes this program (long description).

Description

Owner Identifies the owner of this object Use Change Owner to

(program). modify this value.

Group ID Identifies the assigned classification of this Use Change Owner to

object (program). modify this value.

Classification A configurable list of values used to label a There are no out-of-the-box

program, project, or subproject. For values defined for this list.
example, an organization could classify a
program's significance to the organization
(high, medium, low) or program's
complexity (complex, moderate, simple).

Market Indicates the target market of the product

to be enhanced or delivered as a result of
the program.

Customer Identifies the customer that is requesting

the products to be enhanced or delivered as
a result of the program.

Template Indicates the object is a template. The True or False.

program manager can create a program
and save it (with its events and program
deliverables) as a template for reuse. When

Program Planning, Active Workspace 6.2 8-7

Field name Definition Valid values

a program is created (using Save As) from a

program template, it includes the program
events, program deliverables, and
checklists (if the user selects Include
Program Deliverables and Include
Checklists when creating the new
program).

Based On Displays the template used to create the

program, project, or subproject. You can
click the link to view the template.

Published Determines if the program is accessible to True or False.

users other than the owner.

Content Determines if program content True or False.

Security (deliverables, deliverable instances,
changes, schedules, events, event criteria,
risks, issues, and opportunities) is
automatically added to the program's
Teamcenter project security folder or is
open for access by everyone.
This field works with the
Program_Management_Security site
preference to define Program Planning
security.

Creating, managing, and assigning projects and subprojects

Add a project to a program

As the program manager, you can add one or more projects to a program. A project is an investment-
oriented decomposition of the program to which it is assigned and may have an end-product
orientation.

1. Search for the program using the search box or navigate to the program in your folder structure.

2. (Optional) Filter the list to quickly find the desired program.

3. Select a program from the list and click Open .

4. Select the Program on the timeline table (or do not select anything from the timeline table).

8-8 Program Planning, Active Workspace 6.2

Note:
If you select an existing project on the timeline list and add a plan level, you add a subproject
to the selected project.

5. On the primary toolbar, click New > Add Plan Level.

6. In the Add Plan Level panel, specify the Type and enter the project properties.

Tip:
If you want to add multiple projects with the same or similar values, click Pin Panel to
keep the Add Plan Level panel open as you create the projects.

7. Click Add.

The new project appears on the timeline.

Program Planning, Active Workspace 6.2 8-9

Create a new project from an existing project

As the program manager, you can create a new project from an existing project within a program.

Note:
When creating a project from a project template, you have the option of including the template's
deliverables and checklists in the new project.

1. Search for the program using the search box or navigate to the program in your folder structure.

2. (Optional) Filter the list to quickly find the desired program.

3. Select a program from the list and click Open .

4. Select a project from the list and click New > Save As on the primary toolbar.

5. In the Save As panel, enter the project properties.

6. (Optional) To create the new project in a different program, select the desired program in Target
Plan Level.

8-10 Program Planning, Active Workspace 6.2

Note:
If your administrator has configured Teamcenter project security, the new project will be
assigned to the same Teamcenter Tc_project as the parent program.

7. (Optional) To include the program's checklists (including checklist questions) in this new project,
select Include Checklists.

The project must be a template to see this field.

8. (Optional) To include the program's deliverables (including deliverable instances and attachments)
in this new project, select Include Deliverables.

The project must be a template to see this field.

9. Click Save.

Add a subproject to a project

As the program manager, you can add one or more subprojects to a project.

1. Search for the program using the search box or navigate to the program in your folder structure.

2. (Optional) Filter the list to quickly find the desired program.

3. Select a program from the list and click Open .

4. Select a project from the timeline list.

5. On the primary toolbar, click New > Add Plan Level.

6. In the Add Plan Level panel, specify the Type and enter the subproject properties.

Program Planning, Active Workspace 6.2 8-11

7. Click Add.

The subproject appears beneath the master project in the timeline.

Delete a project from a program or a subproject from a project

As the program manager, you can delete a project from a program if the project does not have
associated events, subprojects, changes, deliverables, or schedules. You can also delete a subproject
from a project if the subproject does not have associated events, changes, deliverables, or schedules

Note:
This action deletes the project or subproject from Teamcenter.

1. Search for the program that has the associated project or subproject using the search box or
navigate to the program in your folder structure.

2. (Optional) Filter the list to quickly find the desired program.

8-12 Program Planning, Active Workspace 6.2

3. Select a program from the list and click Open .

4. Select the project or subproject that you want to delete and from the primary toolbar click Edit >
Delete.

5. Click Delete on the message that appears.

Modify the project and subproject properties

As work proceeds on a project, the project manager can manually update the project or subproject
properties to reflect the current project state. You can update properties on a single project, multiple
projects, or on the Information panel.

The selected display method (Table, Table with summary, List with summary) affects where you make
the updates and how many projects or subprojects you can update. To update a project or subproject
while in the List display method, use the Information panel, or open the project or subproject and
update the properties on the Overview tab.

Update properties on a single project or subproject

You can also use Edit > Start Edit on the primary toolbar to update a project's properties from the
Overview tab within the open project.

1. Search for the desired project or subproject using the search box.

2. (Optional) Filter the list to quickly find the desired project or subproject.

3. Select either the List with summary or Table with summary display method.

4. Select the desired project from the list.

5. From the primary toolbar, click Edit > Start Edit.

If you are using the Table with summary display method, instead of selecting Start Edit, select
either Table or Summary, depending on where you want to make edits. Selecting Table allows you
to update certain properties on all projects, while selecting Summary allows you to update all
properties on the selected project.

6. Edit the project's properties.

Program Planning, Active Workspace 6.2 8-13

7. From the primary toolbar, click Edit > Save Edits.

Update properties on multiple projects or subprojects

This display method enables you to update properties directly within the table. It's a convenient method
to use to update properties on more than one project or subproject.

1. Search for the desired projects or subprojects using the search box.

2. (Optional) Filter the list to quickly find the desired projects or subprojects.

3. Select either the Table or the Table with summary display method.

4. Using multiselect mode, select the projects from the list.

5. Click Edit .

6. Edit project or subproject properties in the table.

7. Click Save Edits.

Update project or subproject properties in the Information panel

You can access the Information panel from within any display method.

8-14 Program Planning, Active Workspace 6.2

1. Search for the desired project or subproject using the search box.

2. (Optional) Filter the list to quickly find the desired project or subproject.

3. Select the desired project or subproject.

4. From the primary toolbar, click Information .

5. Click Edit.

6. Edit the project or subproject properties.

7. Click Save.

Field definitions for project and subproject properties

Program managers or project managers can modify the project's Properties values after the project is
created.

Program Planning, Active Workspace 6.2 8-15

Field name Definition Valid values

Name Uniquely identifies this project.

Description Describes this project (short description).

Plan ID Specifies a unique ID for this object (project This value cannot be modified
or subproject). This value is automatically once the project has been
generated when the project is created, created.
although it can be modified prior to saving
the project.

Target Identifies which program, by program ID Select from a list of valid

Program ID and program name, a new project is being programs.
created under. This field is displayed when
using Save As on a program timeline to
create a new project.

Type Identifies the object type, which is Project

or Sub Project.

State Reflects the current status of the project or The out-of-the-box values are:
subproject.
Not Started
In Progress
Complete
Closed

Program Identifies which program this project This value cannot be modified.
belongs to.
Applies only to projects.

Long Describes this project or subproject (long

Description description).

Owner Identifies the owner of this object (project). Use Change Owner to
modify this value.

Group ID Identifies the assigned classification of this Use Change Owner to

object. modify this value.

Classification A configurable list of values used to label a There are no out-of-the-box

program, project, or subproject. For values defined for this list.
example, an organization could classify a

8-16 Program Planning, Active Workspace 6.2

Field name Definition Valid values

project's significance to the organization

(high, medium, low) or project's complexity
(complex, moderate, simple).

Market Indicates the target market of the product

to be enhanced or delivered as a result of
the project or subproject.

Customer Identifies the customer that is requesting

the products to be enhanced or delivered as
a result of the project or subproject

Date Released Identifies the date that this project was

released within the workflow process.

Template Indicates if the object is a template. The

program manager can create a project or
subproject and save it (with its events) as a
template for reuse

Published Determines if the project, or subproject is True or False.

accessible to users other than the owner.

Project Associates this project or subproject to a

security-level project. The project consists
(project-level
of entities that correlate groups of users
security)
with the data associated with a given
project or subset of a project. Project-level
security is defined by your system
administrator. Projects or subprojects that
are not associated with a security-level
project are open for access by everyone.

Content Determines if program content True or False.

Program Planning, Active Workspace 6.2 8-17

Field name Definition Valid values

preference to define Program Planning

security.

Prime Event The date the target (Save As) project

Date begins, which is used to determine the
dates of the project events in the target
project. All subsequent events in the target
project will reflect the same cadence as the
events in the source project. For example, if
the source project has three events
occurring on September 16, 2018,
September 18, 2018 and September 28,
2018 and the Prime Event Date for the
target project is December 1, 2018, the
three events for the target project will be
December 1, 2018, December 3, 2018, and
December 13, 2018.

Template Indicates the object is a template. The True or False.

program manager can create a project and
save it (with its program deliverables) as a
template for reuse. When a project is
created (using Save As) from a project
template, it includes the project
attachments, deliverable instances, and
checklists (if the user selects Include
Program Deliverables and Include
Checklists when creating the new project).

Defining and managing events

Define events

Add or delete an event within a program, project, or subproject

As the program manager, you can add events to, or delete events from, a program, project, or
subproject. Events represent inflection points in the life cycle of the program, project, or subproject.

Example:
• Executive Approval
• Program Launch

8-18 Program Planning, Active Workspace 6.2

• Build Events
• Contract Signoff
• Start Regular Production

Note:
The delete action deletes the event from Teamcenter.

Navigate to the program, project, or subproject

1. Search for the program, project, or subproject using the search box or navigate to the program,
project, or subproject in your folder structure.

2. (Optional) Filter the list to quickly find the desired program, project, or subproject.

3. Select the returned item from the list and click Open .

4. Follow the instructions to add or delete an event.

Add an event to a program, project, or subproject

An event can also be added to a program from the program's Event tab.

Note:
If your administrator has configured Teamcenter project security, the event will be assigned to
the same Teamcenter Tc_project as the parent program.

1. Select the program, project, or subproject from the timeline list.

2. Click New > Add Event.

3. In the Add Event panel, specify a Type and enter the event properties.

Program Planning, Active Workspace 6.2 8-19

Tip:
If you want to add multiple events with the same or similar values, click Pin Panel to keep
the Add Event panel open as you create the events.

4. Click Add.

The event is created and displayed on the program timeline. If the event's planned date is beyond
the date range shown on your timeline, Active Workspace automatically scrolls the timeline to the
event and highlights it.

Delete an event from a program, project, or subproject

Events for a project or subproject can be deleted from the program's timeline or from within the project
or subproject's timeline.

1. Select an event (diamond) on the timeline, or enter multiselect mode to select multiple events.

2. Click Edit > Delete.

8-20 Program Planning, Active Workspace 6.2

3. Click Delete on the message that appears.

If you selected multiple events and any of those events have a State value other than Not Started,
click Yes to delete the selected events.

Modify event properties

As work proceeds, the program manager can manually update event properties to reflect the current
event state. You can update properties on a single event, multiple events, or on the Information panel.

The selected display method (Table, Table with summary, List with summary) affects where you make
the updates and how many events you can update. To update an event while in the List display method,
use the Information panel, or open the event and update the properties on the Overview tab.

Update properties on a single event

You can also update an event's properties from the Overview tab within the open event.

1. Search for the desired event using the search box.

2. (Optional) Filter the list to quickly find the desired event.

3. Select either the List with summary or Table with summary display method.

4. Select the desired event from the list.

5. From the primary toolbar, click Edit > Start Edit.

If you are using the Table with summary display method, click Start Edit > Summary.

6. Edit the event properties.

Program Planning, Active Workspace 6.2 8-21

Note:
If you want Active Workspace to update the planned date for the event artifacts, such as
deliverables, checklists, risks, issues, and opportunities when the planned date of the event
changes, click Keep Related Objects in sync with Planned Date. For example, if a month
after you enable this option, you move the planned date of the event forward by 5 days, all
your event artifacts will also automatically move their dates forward by the same number of
days. If you do not have this enabled, the dates for your artifacts will not automatically
change if you updated the planned date of the event.

7. From the primary toolbar, click Edit > Save Edits.

Update properties on multiple events

This display method enables you to update properties directly within the table. It's a convenient method
to use to update properties on more than one event.

1. Search for the desired events using the search box.

2. (Optional) Filter the list to quickly find the desired events.

3. Select either the Table or the Table with summary display method.

4. Click Edit .

8-22 Program Planning, Active Workspace 6.2

5. Edit event properties in the table.

6. Click Save Edits.

Update event properties in the Information panel

You can access the Information panel from within any display method.

1. Search for the desired event using the search box.

2. (Optional) Filter the list to quickly find the desired event.

3. Select an event from the list.

4. From the primary toolbar, click Information .

5. Click Edit and change the properties as necessary.

Note:
Click the Keep Related Objects in sync with Planned Date check box to move the primary
event's related artifacts, such as checklists and deliverables, by same number of days to keep
everything in sync.

6. Click Save.

Create a new event from an existing event using Save As

You can create a new event from an existing one that carries over the event information, deliverables,
and checklists to the new event. This helps you save time as you populate your program with events.

1. View the program timeline for the program that contains the existing event.

2. Select the event and then click New > Save As from the primary toolbar.

The Save As panel opens with many of the fields, such as the Name and Description already
populated. You can change these fields as necessary.

Program Planning, Active Workspace 6.2 8-23

3. Fill out the form by specifying the State, Planned date, Target Plan Level, and other necessary
information.

4. Click the Include Checklists and Include Deliverables check boxes if you want them carried over
to the new event.

5. Click Save.

The new event is created and added to your program timeline.

Create a new event based on an existing event

You can create a new event based on an existing event when adding a new event to a plan level from
the primary toolbar. When adding the new event, you can search for the existing event to base it on, or
select it from your recently viewed, copied, and favorited events.

1. View the program timeline for the program and then select the plan level you want to add the
new event to.

2. From the primary toolbar, click New > Add Event.

8-24 Program Planning, Active Workspace 6.2

The Add Event panel opens.

3. Do one of the following to select an existing event.

a. To select the event from the Palette tab, do one of the following:

• If you recently copied the event, select it from the CLIPBOARD section.

• If you added the event to your favorites, select it from the FAVORITES section.

• If you recently viewed the event, select it from the RECENT section.

b. To search for the event, click the Search tab and enter your search criteria.

Next, select the event from the search Results.

4. Click Add a Copy.

The copy of the event is added to the EVENT section of the Add Event panel.

Program Planning, Active Workspace 6.2 8-25

5. In the PROPERTIES section of the panel, specify a new Planned date. The other fields are
populated based on the information from the event you selected the new event to be based on,
but you can change them if necessary.

Note:
The Target Plan Level cannot be changed as it is based on the plan level you selected in step
1.

6. If you want to include the checklists and deliverables from the based on event, click the Include
Checklist and Include Deliverables checkboxes.

7. Click Add to add the new event to the program timeline.

Add plan events based on an existing plan

You can select an existing plan and add the events to a new plan level from the primary toolbar. You can
search for the existing plan that the new plan will be based on, or select it from your recently viewed,
copied, and favorited plans.

Procedure

1. View the program timeline for the program and then select the plan level you want to add plan
events to.

8-26 Program Planning, Active Workspace 6.2

2. From the primary toolbar, select Manage > Add Plan Events .

3. In the Add Plan Events panel, do one of the following to select the plan event.

• Select the event from the Palette tab in one of these ways:

• If you recently copied the event, select it from the CLIPBOARD section.

• If you added the event to your favorites, select it from the FAVORITES section.

• If you recently viewed the event, select it from the RECENT section.

• Search for the event, click the Search tab and enter your search criteria.

Select the plan from the search Results.

4. Click Add a Copy.

The plan is added to the Add A Copy section of the Add Plan Events panel.

5. Specify a date for the Prime Event Date.

Program Planning, Active Workspace 6.2 8-27

Note:
The properties for Source and Target Plan Level cannot be changed because they are based
on the plan events you selected in step 1.

6. If you want to include the checklists and deliverables from the event, select the Include Checklist
and Include Deliverables checkboxes.

7. Click Add to add the plan events to the program timeline.

Field definitions for event properties

Program managers or project managers can modify the event Properties values after the event is
created.

8-28 Program Planning, Active Workspace 6.2

Field name Definition Valid values

Name Uniquely identifies this event.

Description Describes this event (short description).

Event ID Specifies a unique ID for this object (event). This value cannot be modified
This value is automatically generated when once the project has been
the event is created, although it can be created.
modified prior to saving the event.

State Reflects the current status of the event. The out-of-the-box values are:

Not Started
In Progress
Complete
Closed

Plan Level Identifies which part of the plan this event

is associated with, for example, a specific
program, project, or subproject.

Approval Gate Indicates if this event requires approval True or False

from management before it can be
considered achieved.

Planned Identifies the date and time the event Click in the field to select a date
should be achieved. from the calendar.
Click in the field to select a time
from the list.

Forecasted Identifies the date and time the event is Click in the field to select a date
anticipated to be achieved. from the calendar.
Click in the field to select a time
from the list.

Actual Identifies the date and time the event was Click in the field to select a date
achieved. from the calendar.
Click in the field to select a time
from the list.

Event Code Can be used to standardize events. Select a value from the list
defined by your administrator.

Program Planning, Active Workspace 6.2 8-29

Field name Definition Valid values

Administrators can color-code

your events for easy
identification.

Long Describes this event (long description).

Description

Owner Identifies the creator of this object. Use Change Owner to

modify this value.

Group ID Use Change Owner to

modify this value.

Template Indicates if the object is a template.

Published Determines if the project, or subproject is True or False.

accessible to users other than the owner.

Minimum Days Specify the minimum number of calendar

Before days that should fall between this event
and the event immediately preceding it.

Minimum Days Specify the minimum number of calendar

After days that should fall between this event
and the event immediately following it.

Project Associates this event to a security-level

project. The project consists of entities that
(project-level
correlate groups of users with the data
security)
associated with a given project or subset of
a project. Project-level security is defined by
your system administrator. Events that are
not associated with a security-level project
are open for access by everyone.

Managing event criteria

Add or delete criteria within an event

Event criteria define what is needed for the event to pass specific milestones or approval gates. As a
program manager, you can add criteria to, or delete criteria from, an event.

8-30 Program Planning, Active Workspace 6.2

Note:
If your administrator has configured Teamcenter project security, the event criteria will be
assigned to the same Teamcenter Tc_project as the parent program.

Note:
The delete action deletes the criteria from Teamcenter.

1. Search for the event using the search box.

2. (Optional) Filter the list to quickly find the desired event.

3. Select the returned event from the list and click Open .

4. Click the Criteria tab.

5. Do one of the following.

To Do

Add criteria a. Click Add Criterion .

to an event.
b. In the Add Criterion panel, specify the Type and define the criterion
properties.

Program Planning, Active Workspace 6.2 8-31

To Do

Tip:
If you want to add multiple criterion with the same or similar values,
click Pin Panel to keep the Add Criterion panel open as you create
the criterion.

c. Click Add.

Delete a. Select the criterion from the list.

criteria
from an b. From the primary toolbar, click Edit > Delete Criterion.
event

Modify the criteria properties

As work proceeds on an event, the project manager can manually update the event criteria to reflect the
event's current state. You can update properties on a single criterion, multiple criteria, or on the
Information panel.

The selected display method (Table, Table with summary, List with summary) affects where you make
the updates and how many event criteria you can update. To update an event criterion while in the List
display method, use the Information panel, or open the event criterion and update the properties on
the Overview tab.

8-32 Program Planning, Active Workspace 6.2

Update properties on a single event criterion

1. Search for the desired event using the search box.

2. (Optional) Filter the list to quickly find the desired event.

3. Select an event from the list and click Open .

4. Click the Criteria tab.

5. Select an event criterion from the list and click Open .

6. From the primary toolbar, click Edit > Start Edit.

7. Edit the criterion properties.

8. Click Edit > Save Edits.

Update properties on multiple event criteria

This display method enables you to update properties directly within the table. It's a convenient method
to use to update properties on more than one event criteria.

1. Search for desired event using the search box.

2. (Optional) Filter the list to quickly find the desired event.

3. Select an event from the list and click Open .

Program Planning, Active Workspace 6.2 8-33

4. Click the Criteria tab.

5. Select the Table display method.

6. From the primary toolbar, click Edit > Start Edit.

7. Edit event criteria properties in the table.

8. Click Edit > Save Edits.

Update an event criterion's properties in the Information panel

1. Search for the desired event using the search box.

2. (Optional) Filter the list to quickly find the desired event.

3. Select an event from the list and click Open .

4. Click the Criteria tab.

5. Select an event criterion from the list and click Open .

6. From the primary toolbar, click Information .

7. Click Edit.

8. Edit the event criterion properties.

9. Click Save.

Field definitions for event criterion properties

Program managers or project managers can modify the event criterion Properties values after the event
is created.

8-34 Program Planning, Active Workspace 6.2

Field name Definition Valid values

Name Uniquely identifies this criterion.

Description Describes this criterion (short description).

State Reflects the current status of the criterion. The out-of-the-box values are:

New
Open
In Process
Ready
Pass
Fail

Responsible Identifies the person responsible for this Use Assign Responsible User
User criterion. to select from all Teamcenter
users.

Critical Indicates if this criterion is critical to the True or False.

successful achievement of the event.

Owner Identifies the creator of this object. Use Change Owner to

modify this value.

Adding plan-level attachments and changes

Add or remove an attachment within the plan components

As a team member, you can add attachments to, or remove attachments from, a program, program
deliverable, project, subproject, event, event criteria, risk, issue, or opportunity. An attachment is useful
information that assists team members in doing their job, but it is not the actual release-related work.
For example, an attachment could include organizational, procedural, or policy information.

When you remove an attachment, the relationship between the attachment and the plan is removed,
but it does not delete the attachment object from Teamcenter.

Navigate to any plan level or event location

1. Search for the program, program deliverable, project, subproject, or event using the search box or
navigate to the object in your folder structure.

2. (Optional) Filter the list to quickly find the desired object.

Program Planning, Active Workspace 6.2 8-35

3. Do one of the following.

To Do

Navigate to a program, program a. Select the returned item from the list and click Open .
deliverable, project, subproject, or
event. b. Click the Attachments tab.

Navigate to an event criteria. a. Select an event from the list and click Open .

b. Click the Criteria tab.

c. Select a criterion from the list and click Open .

Navigate to a risk, issue or a. Select a returned item from the list and click Open .
opportunity.
b. Click the Risks, Issues or Opportunity tab.

c. Select a item from the list and click Open .

d. Click the Attachments tab.

4. Follow the instructions to add or remove an attachment.

Add an attachment to any plan level or event location

Note:
If your administrator has configured Teamcenter project security, the attachment will be
assigned to the same Teamcenter Tc_project as the parent program.

1. Click Add to .

2. In the Add panel, do one of the following.

To Do

Search for an attachment. a. Click the Search tab.

b. Enter the search criteria and click .

c. Select the attachment.

Select an attachment that a. Click the Palette tab.

was previously copied to the
paste buffer using Copy . b. Select an attachment from the Clipboard section.

8-36 Program Planning, Active Workspace 6.2

To Do

Select a favorite or recently a. Click the Palette tab.

viewed attachment.
b. Select an attachment from the Favorites or Recent section.

Add a new attachment. a. Click the New tab.

b. Click Select File to find a new attachment.

c. Enter the properties for the new attachment.

The properties vary depending on the type of attachment

being created.

Tip:
If you want to add multiple attachments, click Pin Panel to keep the Add panel open as
you attach files.

3. Click Add.

Remove an attachment from any plan level or event location

1. Select the attachment you want to remove.

Program Planning, Active Workspace 6.2 8-37

2. From the primary toolbar, click Cut .

Associate or remove a change within the plan components

As a program manager or change manager, you can associate engineering change requests (ECRs) or
engineering change notices (ECNs) to, or remove an ECR or ECN from, a program, project, subproject, or
event.

When you remove a change, the relationship between the change and the program, project, subproject,
or event is removed, but it does not delete the change from Teamcenter.

Note:
A plan component can also be associated with an ECR or ECN from within Change Management.

Navigate to the program, project, subproject, or event

1. Search for the program, project, subproject, or event using the search box or navigate to the
program, project, subproject, or event in your folder structure.

2. (Optional) Filter the returned list of programs to find the desired program, project, subproject, or
event.

3. Click Open on the desired program, project, subproject, or event.

4. Click the Changes tab.

5. Follow the instructions to associate or remove a change.

Associate a change with a program, project, subproject, or event

Note:
If your administrator has configured Teamcenter project security, the change will be assigned to
the same Teamcenter Tc_project as the parent program.

1. Click Add Change .

2. In the Add Change panel, do one of the following.

To Do

Search for a change object. a. Click the Search tab.

b. Enter the search criteria and click .

8-38 Program Planning, Active Workspace 6.2

To Do

c. Select one or more ECRs or ECNs.

Select a change object that a. Click the Palette tab.

was previously copied to the
paste buffer using Copy . b. Select one or more ECRs or ECNs from the Clipboard
section.

Select a favorite or recently a. Click the Palette tab.

viewed change object.
b. Select an ECN from the Favorites or Recent section.

c. Select one or more ECRs or ECNs from the Favorites or

Recent section.

3. Click Add.

Remove a change from a program, project, subproject, or event

1. Select the change you want to remove.

2. Click Cut .

Program Planning, Active Workspace 6.2 8-39

Linking related objects

What objects can be related?

Use the relations feature to identify a relationship between Program Planning objects, such as
deliverables, risks, criteria, or schedules. Refer to the tables below for valid relationship options.

Example:
A supplier program deliverable is at risk for delay. Create a relation between the program
deliverable and a program risk to track the delay.

The following apply:

• Relations are not directional and do not signify a dependency.

• Relations can be one-to-one, one-to-many, or many-to-one.

• Relations can be added or deleted, as desired.

• Relations can be added irrespective of the object's status or state.

Possible relations for plan level (program, project, subproject) objects

Program ECR Program Risk Program Program Schedule
Deliverable Issue Opportunity
Program ✔ ✔ ✔
Deliverable
ECR ✔ ✔ ✔
Program Risk ✔ ✔ ✔ ✔ ✔ ✔
Program ✔ ✔ ✔ ✔ ✔ ✔
Issue
Program ✔ ✔ ✔ ✔ ✔ ✔
Opportunity
Schedule ✔ ✔ ✔

Possible relations for event level objects

Program ECR Program Program Program Schedule Criteria Checklist
Deliverable Risk Issue Opportunit
y
Program ✔ ✔ ✔ ✔ ✔
Deliverable
ECR ✔ ✔ ✔ ✔ ✔

8-40 Program Planning, Active Workspace 6.2

Possible relations for event level objects

Program ✔ ✔ ✔ ✔ ✔ ✔ ✔
Risk
Program ✔ ✔ ✔ ✔ ✔ ✔ ✔
Issue
Program ✔ ✔ ✔ ✔ ✔ ✔ ✔
Opportunity
Schedule ✔ ✔ ✔ ✔
Criteria ✔ ✔ ✔ ✔
Checklist ✔ ✔

View related objects

As a team member, you can view and open related objects from the Program Relation panel, or view a
graphical representation of the related objects using the Relations tab.

View related objects from the Program Relation panel

1. Search for the program using the search box or navigate to the program in your folder structure.

2. (Optional) Filter the list to quickly find the desired program.

3. Select the program from the list and click Open .

4. Navigate to the desired program object, for example, a program deliverable, risk, or issue.

5. Navigate to the object, for example, a program deliverable and select the object.

6. Click Manage > Program Relation.

7. On the Program Relation panel, review the related links associated with the selected object, and
optionally, hover over the link and click Open to open the linked object.

Program Planning, Active Workspace 6.2 8-41

View a graphical representation of related objects

1. Search for the program using the search box or navigate to the program in your folder structure.

2. (Optional) Filter the list to quickly find the desired program.

3. Select the program from the list and click Open .

4. Navigate to the desired program object, for example, a program deliverable, risk, or issue, and click
Open .

5. Click the Relations tab.

6. Use the Relation Browser feature to view the related links.

Add or remove a relation link

As a program manager, you can add or remove relation links between certain Program Planning objects
to help you better manage the program objects. When you remove a relation link the link between the
two objects is removed, but the object is not deleted.

Navigate to the object

1. Search for the program using the search box or navigate to the program in your folder structure.

2. (Optional) Filter the list to quickly find the desired program.

3. Select the program from the list and click Open .

4. Navigate to the desired program object, for example, a program deliverable, risk, or issue.

8-42 Program Planning, Active Workspace 6.2

Add a relation link

1. Navigate to the object, for example, a program deliverable and select the object.

2. Click Manage > Program Relation.

3. On the Program Relation panel, click Add , or click Paste to paste an object from the
clipboard.

4. Do one of the following.

To Do

Search for an object. a. Click the Search tab.

b. Enter the search criteria and click .

c. Select the object.

Select an object that was a. Click the Palette tab.

previously copied to the
paste buffer using Copy . b. Select an object from the Clipboard section.

Select a favorite or recently a. Click the Palette tab.

viewed object.
b. Select an object from the Favorites or Recent section.

Add a new object. a. Click the New tab.

b. Specify a Type for the new object.

c. Enter the properties for the new object.

The properties vary depending on the type of object being

created.

Program Planning, Active Workspace 6.2 8-43

5. Click Add.

Remove a relation link

1. Navigate to the object, for example, a program deliverable and select the object.

2. Click Manage > Program Relation.

3. In the Program Relation panel, hover over the object link you want to remove and click Remove
.

4. Close the Program Relation panel.

Managing resources for a program object

Assign a resource to one or more program objects

A resource is the person who is accountable for completing the work on the assigned program object.
Program objects that can have an assigned resource include program risks, issues, opportunities, event
criteria, and program deliverables at any plan level (program, project, subproject, and event).

Whether you are assigning or replacing a resource, the following apply.

• Assign the resource after the program object is created, as you can't add the resource during its
creation.

• If the selected program object, such as a program deliverable, is not in a valid released status, such as
Work in Progress or No Status, then you can only add a resource to it.

8-44 Program Planning, Active Workspace 6.2

Note:
You can also assign and remove users when viewing program objects on the program
timeline.

1. Navigate to the desired deliverable (program, project, subproject, or event), risk, issue,
opportunity, or event criteria.

2. Do one of the following.

To Do

Assign a user to a single a. Select the program object from the list.
plan component.
b. From the upper right corner of the list, click Resource
Assignment .

Assign a user to multiple a. Enter multiselect mode and select the first object.
plan components.
b. Select each subsequent object of the same type that you want to
include.

A check mark appears after each selected object.

c. From the upper right corner of the list, click Resource

Assignment .

3. On the Assign Resource panel, select the user or resource pool to assign to this program object
and click Assign.

Tip:
If you have a large number of users, you can filter the list by Group, Role, and Project. If you
know the exact user or resource pool you are looking for, you can type the name into the
Filter box.

Replace a resource

There can be only one resource assigned to each program object.

• To replace a resource on a program object, follow the steps to assign a resource and then select the
new user or resource pool.

Program Planning, Active Workspace 6.2 8-45

Remove a resource assignment

You can not remove users from multiple program objects using multi-select. You must select each
individual object to remove its assigned user.

Procedure

1. Navigate to the desired program object (program, project, subproject, or event), risk, issue,
opportunity, or event criteria.

2. Select the program object from the list.

3. From the upper right corner of the list, click Resource Assignment > Remove User.

The user is removed from the program object.

8-46 Program Planning, Active Workspace 6.2

© 2022 Siemens
9. Creating, managing, and assigning
deliverables
What are program deliverables and deliverable instances?
A program deliverable represents a work product that is to be created or modified in the context of the
program, project, subproject, or event. Collectively, the program deliverables (in conjunction with
changes) represent the scope of work for the program, project, subproject, or event.

The program deliverable is a special object for Program Planning and can be used as a container for the
actual work products to be created or modified. The program deliverable can be used to:

• Group your program, project, subproject, and event deliverables in a logical manner, for example, all
quality documents.

• Create placeholders for work products that don't yet exist.

A deliverable instance is the actual work product, such as an item, part, or document, that needs to be
completed for the program, project, subproject, or event. You can specify almost any type of item
revision object as a deliverable instance.

Example:
An engine redesign is an example of a program deliverable and the corresponding engine CAD
drawing is the deliverable instance associated with that program deliverable.

Additionally, the program deliverable and deliverable instance have special significance to Program
Planning, as you can generate schedules for either the program deliverables or the deliverable instances.

View program deliverable properties, references, and revisions

You can open a program deliverable's Overview tab to see information on the deliverable properties,
view where the deliverable is used, and see all the revisions for the selected deliverable.

1. Search for the program, project, subproject, or event using the search box or navigate to the
program, project, subproject, or event in your folder structure.

2. Click on the Deliverables tab.

3. Select a deliverable from the list and then click Open to view its details.

Program Planning, Active Workspace 6.2 9-1

4. From the Overview tab, view the following sections to see more details on the program
deliverable.

• PROPERTIES. Displays the program deliverable properties, such as the name, description,
revision information, and deliverable type.

• REFERENCES. Displays where the program deliverable is used, such as in a parent program. You
can select a reference object and then open it to view additional details.

• REVISIONS. Displays all the revisions for the program deliverable. You can select a specific
revision and open it to view additional details.

View program deliverable instances and attachments

As a team member you can quickly view and access all instances and attachments associated with a
particular program deliverable without opening the program deliverable.

1. Search for the program deliverable using the search box.

2. (Optional) Filter the returned list of program deliverables to find the desired deliverable.

3. Select the desired program deliverable from the list.

4. From the primary toolbar, click Information.

5. On the Information panel, do one of the following.

9-2 Program Planning, Active Workspace 6.2

• Click the Deliverables tab to view all the deliverable instances associated with this program
deliverable.

• Click the Attachments tab to view all the attachments associated with this program deliverable.

6. (Optional) Click an attachment or deliverable instance to open the object.

Add or remove a deliverable within the plan components

As a program manager or program administrator, you can add program deliverables to, or remove
program deliverables from, a program, project, subproject, or event. When you remove a program
deliverable, the relationship between the program deliverable and the plan component is removed, but
it does not delete the deliverable from Teamcenter.

This procedure provides the process for adding the program deliverable, which is the container for the
deliverable instance.

Example:
An engine redesign is an example of a program deliverable and the corresponding engine CAD
drawing is the deliverable instance associated with that program deliverable.

Program Planning, Active Workspace 6.2 9-3

Note:
The program deliverable can also be added in your Home folder and then added to the program,
project, subproject, or event.

Navigate to the program, project, subproject, or event

1. Search for the program, project, subproject, or event using the search box or navigate to the
program, project, subproject, or event in your folder structure.

2. (Optional) Filter the returned list of programs to find the desired program, project, subproject, or
event.

3. Click Open on the desired program, project, subproject, or event.

4. Click the Deliverables tab.

5. Follow the instructions to add or remove a deliverable.

Add a deliverable to a program, project, subproject, or event

You can also create a program deliverable from the Home folder location, or when viewing program
object details from the timeline.

Note:
• If your administrator has configured Teamcenter project security, the deliverable will be
assigned to the same Teamcenter Tc_project as the parent program.

• When you are adding a deliverable to an event, the due date defaults to the planned date for
the event. You can change this to a different date if necessary.

1. To add a new deliverable, do one of the following:

• Click New > Program Deliverable.

• In the DELIVERABLES section, click Add To .

2. In the Add panel, do one of the following.

To Do

Search for an existing program a. Click the Search tab.

deliverable.
b. Enter the search criteria and click .

9-4 Program Planning, Active Workspace 6.2

To Do

c. Select the program deliverable.

Select a program deliverable that a. Click the Palette tab.

was previously copied to the
paste buffer using Copy . b. Select a program deliverable from the Clipboard section.

Select a favorite or recently a. Click the Palette tab.

viewed program deliverable.
b. Select a program deliverable from the Favorites or
Recent section.

Add a new program deliverable. a. Click the New tab.

b. Specify the Type of the program deliverable.

c. Enter the properties for the new program deliverable.

Tip:
If you want to add multiple program deliverables with the same or similar values, click Pin
Panel to keep the Add panel open as you create the deliverables.

Program Planning, Active Workspace 6.2 9-5

3. Click Add.

Remove a deliverable from a program, project, subproject, or event

1. Select the deliverable you want to remove.

2. Click Cut .

Add or remove a deliverable instance within a program deliverable

As a team member, you can add deliverable instances to, or remove deliverable instances from, a
program deliverable. A program deliverable is the container for a deliverable instance. A deliverable
instance is the actual work product (for example, a drawing, file, or part) to be created or modified for
the program deliverable. A program deliverable (and deliverable instances) can be added to a program,
project, subproject, or event.

When you remove a deliverable instance, the relationship between the deliverable instance and the
program deliverable is removed, but it does not delete the deliverable instance from Teamcenter.

Example:
An engine redesign is an example of a program deliverable and the corresponding engine CAD
drawing is the deliverable instance associated with that program deliverable.

Navigate to the program deliverable

1. Search for the program deliverable using the search box or navigate to the program deliverable in
your folder structure.

2. (Optional) Filter the list to quickly find the desired program deliverable.

3. Select the returned item from the list and click Open .

4. Click the Deliverables tab.

5. Follow the instructions to add or remove a deliverable instance.

Add a deliverable instance to a program deliverable

Note:
If your administrator has configured Teamcenter project security, the deliverable instance will be
assigned to the same Teamcenter Tc_project as the parent program.

1. In the DELIVERABLES section, click Add To .

9-6 Program Planning, Active Workspace 6.2

2. In the Add panel, do one of the following.

To Do

Search for an object. a. Click the Search tab.

b. Enter the search criteria and click .

Select an object that was previously a. Click the Palette tab.

copied to the paste buffer using
Copy . b. Select an object from the Clipboard section.

Select a favorite or recently viewed a. Click the Palette tab.

object.
b. Select an object from the Favorites or Recent section.

Add a new object. a. Click the New tab.

b. Click Select File to find a new object.

c. Enter the properties for the new deliverable instance.

Program Planning, Active Workspace 6.2 9-7

Tip:
If you want to add multiple deliverable instances with the same or similar values, click Pin
Panel to keep the Add panel open as you create the instances.

3. Click Add.

Remove a deliverable instance from a program deliverable

1. Select the deliverable instance you want to remove.

2. Click Cut .

Modify program deliverable properties

Program deliverable properties are typically defined when the deliverable is created, but you can modify
these values, if desired. You can update properties on a single deliverable, multiple deliverables, or on
the Information panel.

The selected display method (Table, Table with summary, List with summary) affects where you make
the updates and how many program deliverables you can update. To update a program deliverable while
in the List display method, use the Information panel, or open the deliverable and update the
properties on the Overview tab.

Update properties on a single program deliverable

You can also update a program deliverable's properties from the Overview tab within the open
deliverable.

1. Search for the program deliverable using the search box.

2. (Optional) Filter the returned list of program deliverables to find the desired deliverable.

3. Select either the List with summary or Table with summary display method.

4. Select the desired program deliverable from the list.

5. From the primary toolbar, click Edit > Start Edit.

If you are using the Table with summary display method, click Edit > Summary.

6. Edit the program deliverable properties.

9-8 Program Planning, Active Workspace 6.2

7. Click Edit > Save Edits.

Update properties on multiple program deliverables

This display method enables you to update properties directly within the table. It's a convenient method
to use to update properties on more than one program deliverable.

1. Search for program deliverables using the search box.

2. (Optional) Filter the returned list of program deliverables to find the desired deliverables.

3. Select either the Table or the Table with summary display method.

4. Click Edit .

5. Edit program deliverable properties in the table.

Program Planning, Active Workspace 6.2 9-9

6. Click Save Edits.

Update program deliverable properties in the Information panel

You can access the Information panel from within any display method.

1. Search for the program deliverable using the search box.

2. (Optional) Filter the returned list of program deliverables to find the desired deliverable.

3. Select a program deliverable.

4. From the primary toolbar, click Information .

5. Click Edit.

9-10 Program Planning, Active Workspace 6.2

6. Edit the program deliverable properties.

7. Click Save.

Replace program deliverable revision

A program deliverable represents a work product that is to be created or modified in the context of the
program, project, subproject, or event. When the deliverable is added to the program, the current
revision of the deliverable is associated with the program. In some cases, this program deliverable may
change or mature as the program is worked to completion or events are met.

If you need to update the deliverable for a program, you can choose to replace it with the latest working
revision, or select a specific revision of the deliverable from a list of revisions. This allows you to keep
your program deliverables current as you continue the work on your programs.

1. Search for the program, project, subproject, or event using the search box or navigate to the
program, project, subproject, or event in your folder structure.

2. (Optional) Filter the returned list of programs to find the desired program, project, subproject, or
event.

3. Click Open on the desired program, project, subproject, or event.

4. Click the Deliverables tab.

5. Select the deliverable that you want to update to the latest revision.

6. Click Replace and then do one of the following:

• Click Replace Revision to open the Replace Revision panel and view a list of all the revisions for the
deliverable. You can select the desired revision from the list and then click Replace to update the
deliverable to the newest revision.

Program Planning, Active Workspace 6.2 9-11

Note:
If you select multiple deliverables, this option is grayed out. You can only select one deliverable
if you want to choose a specific revision of the deliverable to replace.

• Click Replace with Latest Revision to update all selected deliverables to their latest revisions. Active
Workspace prompts you to confirm the update of the selected deliverables. Click Replace to confirm
the replacement and update your deliverables to the latest working revision.

Field definitions for program deliverable properties

Program managers and program administrators can modify the program deliverable Properties values
after the program deliverable has been created.

Field name Definition Valid values

ID Specifies a unique ID for this object (program
deliverable). This value is automatically generated when
the program deliverable is created, although it can be
modified prior to saving the deliverable.
Revision Specifies a unique, specific iteration of this program
object.
Name Uniquely identifies this program deliverable.
Description Describes this program deliverable (short description).
Type Identifies the program deliverable type, which is This value cannot be
Program Deliverable Revision. modified.
Release Status Identifies the status of this program deliverable object True or False
within the release life cycle.

9-12 Program Planning, Active Workspace 6.2

Field name Definition Valid values

Date Released Identifies the date that this program deliverable object True or False
was released.
Deliverable Identifies a functional or other classification of the Valid values are:
Type program deliverable.
End Item
Sourced Item
Internal Item
Program
Management
Quality Management
Other
Due Date Identifies the date by which this deliverable is due. Click in the field to select a
date from the calendar.
State Identifies the current state of this deliverable. A Valid values are:
deliverable progresses through a series of predefined
states as the work is completed. Not Started
In Progress
Complete
Closed
Carryover Indicates if this program deliverable is life cycled in the True or False
next or subsequent event.
Project Associates this deliverable to a security-level project. The
project consists of entities that correlate groups of users
(project-level
with the data associated with a given project or subset of
security)
a project. Project-level security is defined by your system
administrator. Deliverables that are not associated with a
security-level project are open for access by everyone.
Schedule Indicates if a schedule is required to plan and execute True or False
Required the work activities to create or update the program
deliverable instance. Only program deliverables with
Schedule Required set to True can be selected in the
autogeneration process.
Percent Identifies the total percentage of work that has been Enter a numerical value.
Complete completed on this deliverable.
The Percent Complete value affects the available values
within the State box, and the two values work together
to provide a complete picture of the deliverables
progress. For example, the total percentage of work that
has been completed on the deliverable is 25 percent and
the state is In Progress.

Program Planning, Active Workspace 6.2 9-13

Assigning work to a program team

About program teams and automatically assigning responsible users

A program team is a group of users that are assigned a specific group and role for working on program
deliverables. These groups of users are known as Resource Pools in Active Workspace. When the
program is in the planning stage, these resource pools can be assigned to the plans or the program
deliverables. This acts as a placeholder assignment. As the program nears its execution phase, a Program
Manager can select a plan and then automatically assign users to program deliverables based on their
resource pool assignments.

Keep the following in mind when configuring program teams:

• The Teamcenter administrator creates the resource pools and the users within these pools.

• The Teamcenter administrator also sets up a project with the necessary resource pools assigned as
Team Members.

9-14 Program Planning, Active Workspace 6.2

• Since there can be only one responsible user assigned to a program deliverable, when setting up the
project, the Teamcenter administrator selects only one user inside the resource pool as Team
Members.

• The Program Manager assigns the appropriate resource pool as a placeholder resource assignment
for an event's deliverables.

• Before the program execution phase starts, the Program Manager must add the project to the
program plan that they want to automatically assign resources to.

When the users are assigned to the program deliverables, a Responsible User is now displayed for the
deliverable.

Assign responsible users from the resource pool

Once a program is configured for assigning work based on resource pool assignments, you can
quickly assign a user as the responsible user from the resource pool for the program deliverable.

1. Open the program you want to assign responsible users to in the Timeline view.

2. Select the program plan that contains the deliverables that need to be assigned responsible users.

3. Click Manage > Populate Users.

A message appears stating that the program deliverables are being populated with users and that
you will be notified when the process completes.

Note:
The notification appears in your Alerts area. You can click on the notification view more
information, such as how many deliverables were populated with responsible users and the
program plan associated with this action.

4. (Optional) Open the program and view the deliverables to verify that the program events were
populated with responsible users.

Creating and managing program deliverable dependencies

About program deliverable dependencies

Program deliverable dependencies allow the program planner to set up dependencies between program
deliverables and use that information to sequence the order in which the deliverables for events,
projects, and subprojects should be completed. This lets the responsible users assigned to the
deliverables know the order in which they should be worked.

A deliverable can be assigned the following dependencies:

Program Planning, Active Workspace 6.2 9-15

• Preceding: A deliverable dependency that must be completed before working on the current
deliverable.

• Concurrent: A deliverable dependency that can be worked on at the same time as the current
deliverable.

• Succeeding: A deliverable dependency that will be worked on after the current deliverable.

The graphic below shows an example of five deliverables with various, different dependencies assigned.
Users looking at these deliverables see that they can work on deliverable 1 and 2 at the same time
because they are concurrent. However, due to the preceding dependency between deliverable 2 and 4,
the users know that deliverable 2 must be completed before starting work on deliverable 4.

When deliverable dependencies are created, Active Workspace sequences the order of the deliverables.
This helps the program planner better plan the project work and ensures that deliverables are worked in
the proper order. As work continues on the program and dependencies are added, modified, or
removed, Active Workspace can resequence the deliverables as needed. This ensures that the program
deliverables and their dependencies are always accurate and up-to-date.

Create program deliverable dependencies

You can create program deliverable dependencies and sequence the deliverables for an event in a
program, project, or subproject. This lets the responsible users assigned to the deliverables know the
order in which they should be worked.

9-16 Program Planning, Active Workspace 6.2

1. Follow the instructions to add deliverables to an event in your program, project, or subproject.

2. Once all the deliverables are added, select a deliverable from the list and then click
Manage > Author Dependencies.

The Dependencies panel opens.

Note:
You can also create dependencies when viewing a program object from the timeline.

3. Drag any of your deliverables to the PRECEDING, CONCURRENT, or SUCEEDING sections of the
Dependencies panel.

In the example screenshot below, Deliverable 2 is selected. Deliverable 1 is dropped into the
PRECEDING section, showing it should be completed before work starts on Deliverable 2.
Deliverable 3 is dropped into the CONCURRENT section, showing it can be worked on at the same
time as Deliverable 2. Finally, Deliverable 4 is dropped into the SUCCEEDING section, showing it
will be worked on after Deliverable 2.

Program Planning, Active Workspace 6.2 9-17

4. Click Save.

5. A prompt appears asking if you want to resequence the deliverables. Select one of the following
options.

• Yes: Starts the resequencing process. The amount of time the resequencing takes depends on
the number of deliverable dependencies created.

• No: Does not start the resequencing process. If you select this option, you can resequence your
deliverables later.

• Run in Background: Runs the resequencing process in the background, so you can continue
working. Select this option if you are authoring a large number of deliverable dependencies.

9-18 Program Planning, Active Workspace 6.2

6. Once resequencing is complete, Active Workspace assigns numbers to the deliverables, which are
displayed in the Sequence column.

7. Continue selecting the deliverables for your event and authoring dependencies between these
deliverables. Each time you author new dependencies, Active Workspace prompts you to
resequence the deliverables and adjusts the Sequence number as needed.

When you are finished authoring the dependencies, your responsible users can view the
dependencies you created to help them plan their work.

View program deliverable dependencies

You can view program deliverable dependencies to see how the deliverables relate to one another. This
can help you plan your work and prioritize deliverables that need to be completed first. There are two
different ways to view the program deliverable dependencies.

The Relation Browser: Allows you to see a graphical representation of the deliverable dependencies all
at once. This view is good for getting a big picture overview of all the deliverables and their
dependencies.

The Information Panel: Lists the PRECEDING, CONCURRENT, and SUCCEEDING deliverable
dependencies for a selected program deliverable. This view is good for looking at the dependencies for a
specific deliverable.

View deliverable dependencies with the Relation Browser

1. Open the desired event from a program's timeline or from its Events tab.

2. Click the event's Deliverables tab.

3. Do one of the following:

• Expand the DEPENDENCIES section.

The Relation Browser displays all the program deliverables and their dependencies.

• Select a program deliverable from the list, open it, and then click the Relations tab. This displays
the dependent program deliverables for only the selected deliverable in the Relation Browser.

Program Planning, Active Workspace 6.2 9-19

Tip:
At the top of the Relation Browser, you can click Legend to open the Legend panel. From
here, you can expand the Program view options to customize the objects and relations
displayed in the browser. You can also click the Filter tab and adjust the filters for your
desired view.

4. (Optional) Click on any of the deliverables to view only that deliverable and any of its dependencies
in the Relation Browser.

View deliverable dependencies in the Information panel

1. Open the desired event from a program's timeline or from its Events tab.

2. Click the event's Deliverables tab.

9-20 Program Planning, Active Workspace 6.2

3. Select a deliverable from the list.

4. From the primary toolbar, click Information .

The Information panel opens.

5. Click the chevron > next to the tabs at the top of the panel and then select Dependencies.

6. The program deliverable dependencies for the selected deliverable are displayed.

7. Select a deliverable and open it to view its details.

View program deliverable sequence

You can view the program deliverable sequence in order to better plan how to work on the program
deliverables.

1. Open the desired event from a program's timeline or from its Events tab.

2. Click the event's Deliverables tab.

3. The Sequence column in the list of deliverables displays the order in which the deliverables should
be worked.

Program Planning, Active Workspace 6.2 9-21

Active Workspace sets the deliverable sequence based on the dependencies created for the
deliverables.

Modify program deliverable dependencies

You can modify the deliverable dependencies as the program event is worked to completion. When you
modify the dependencies, Active Workspace automatically resequences the deliverables based on the
modifications you make.

1. Open the desired event from a program's timeline or from its Events tab.

2. Click the event's Deliverables tab.

3. Select the deliverable you want to modify.

4. Click Manage > Author Dependencies

The Dependencies panel opens and displays the PRECEDING, CONCURRENT, and SUCCEEDING
dependencies.

5. Drag a deliverable to the desired section of the panel.

9-22 Program Planning, Active Workspace 6.2

For example, you can drag a deliverable from the SUCCEEDING section to the CONCURRENT
section, as shown in the above graphic.

6. Click Save.

7. A prompt appears asking if you want to resequence the deliverables. Select one of the following
options.

• Yes: Starts the resequencing process. The amount of time the resequencing takes depends on
the number of deliverable dependencies modified.

• No: Does not start the resequencing process. If you select this option, you can resequence your
deliverables later.

• Run in Background: Runs the resequencing process in the background, so you can continue
working. Select this option if you are modifying a large number of deliverable dependencies.

Program Planning, Active Workspace 6.2 9-23

8. Once resequencing is complete, Active Workspace adjusts the deliverable sequence and updates
the Sequence column if necessary.

You can repeat this process with the remaining deliverables to modify the dependencies as needed.

Remove a program deliverable dependency

You can remove a deliverable dependency when it is no longer valid. When you remove a dependency,
Active Workspace automatically resequences the remaining deliverables.

1. Open the desired event from a program's timeline or from its Events tab.

2. Click the event's Deliverables tab.

3. Select the deliverable with the dependency you want to remove.

4. Click Manage > Author Dependencies.

The Dependencies panel opens and displays the PRECEDING, CONCURRENT, and SUCCEEDING
dependencies.

5. Select the dependency you want to remove and then click Delete .

6. Click Save.

7. A prompt appears asking if you want to resequence the deliverables. Select one of the following
options.

• Yes: Starts the resequencing process. The amount of time the resequencing takes depends on
the number of deliverable dependencies removed.

• No: Does not start the resequencing process. If you select this option, you can resequence your
deliverables later.

• Run in Background: Runs the resequencing process in the background, so you can continue
working. Select this option if you are removing a large number of deliverable dependencies.

8. Once resequencing is complete, Active Workspace adjusts the deliverable sequence and updates
the Sequence column if necessary.

You can repeat this process with the remaining deliverables to remove other dependencies as needed.

9-24 Program Planning, Active Workspace 6.2

Update program deliverable dependencies sequence

As you create, modify, or remove deliverable dependencies, Active Workspace prompts you to
resequence the program deliverables. If you select No from this prompt, you can manually resequence
the deliverables from the event's Deliverables tab at a later time.

1. Navigate to the event's Deliverables tab in your program, project, or subproject.

2. Click Update deliverable sequence .

A prompt appears asking you to resequence the deliverables.

3. Choose one of the following:

• Yes: Starts the resequencing process. The amount of time the resequencing takes depends on
the number of deliverable dependencies created, modified, and removed.

Program Planning, Active Workspace 6.2 9-25

• Run in Background: Runs the resequencing process in the background, so you can continue
working. Select this option if you created, modified, or removed a large number of deliverable
dependencies.

• No: Closes the prompt without taking any action. You can click Update deliverable sequence
again to view the prompt and resequence your deliverables.

Once resequencing is complete, Active Workspace adjusts the deliverable sequence and updates the
Sequence column if necessary.

Using the Board view to manage program deliverables

Manage program deliverables in the Board view

The Board is an interactive view that allows you to quickly prioritize and manage all your assigned
program deliverables. The program deliverables are distributed across different lanes depending on the
state.

The out-of-the-box lanes are defined as Unassigned, Not Started, In Progress, Complete, and Closed.

Note:
The program deliverable lanes can be configured by your administrator and may differ from those
described in this documentation.

9-26 Program Planning, Active Workspace 6.2

Each program deliverable card on the Board displays some information, such as the name of the
deliverable, the due date, the work progress, and number of deliverable instances attached. You can
view more details by selecting a program deliverable card, and then clicking Information from the
primary toolbar. This opens the Information panel. You can then click through the different tabs at the
top of the panel to view more information about the selected deliverable.

Procedure

1. Click the PROGRAM DELIVERABLES tile on the home page.

The program deliverables assigned to you are displayed.

2. Click a program deliverable card on the board to select it.

3. Do one of the following:

To Do

View program a. From the primary toolbar, click Information .

deliverable
properties. The Information panel opens.

Program Planning, Active Workspace 6.2 9-27

To Do

b. Click the tabs across the top of the panel to view additional details about
the program deliverable.

c. (Optional) Click Edit to change the program deliverable properties

directly from the Information panel. When you are finished, click Save
to update the properties.

Drag and drop a • Drag the selected program deliverable card to a different status lane.
program
deliverable from The state of the deliverable updates to the corresponding status of the
one lane to lane.
another.

Attach a. Click Add.

deliverable
instances to a b. In the New panel, add a deliverable instance in one of these ways:
program
deliverable. • Click the New tab and click Choose File to find and associate a
deliverable instance with the new deliverable you are creating. Enter
the properties for the new deliverable.

9-28 Program Planning, Active Workspace 6.2

To Do

The properties vary depending on the type of deliverable being

created.

• Click the Palette tab and select a deliverable from the Clipboard,
Favorites, or Recent section.

• Click the Search tab, enter the search criteria and clickSearch .
Select a deliverable from the returned list.

c. Click Add.

The Deliverable Instance Count updates accordingly.

Limit the number a. Click Board Settings.

of program
deliverables per b. In the Board Settings panel, enter the number of program deliverables
column. you want to display.

c. Click Set.

The board refreshes and only displays the number of tasks specified.

Tip:
If you want to reset the Board to the default number of tasks
displayed per column, click Board Settings and then click Reset.

View and edit work progress for program deliverables

You can quickly view and manage the work progress for program deliverables.

Program Planning, Active Workspace 6.2 9-29

Procedure

1. Click the PROGRAM DELIVERABLES tile on the home page.

2. Click a program deliverable card on the board to select it.

3. View the work progress for a program deliverable in one of these ways:

• View the Percent Complete property on the program deliverable card.

• Click Information from the primary toolbar and view the Percent Complete property listed
under PROPERTIES.

4. (Optional) Click Edit to change the Percent Complete property directly from the Information
panel.

When you are finished, click Save to update the property.

Once you update the total percentage of work completed for the program deliverable, the State
will update automatically. For example, if the total percentage of work completed for a program
deliverable is updated from 0 percent complete to 25 percent complete, then the state will update
from Not Started to In Progress.

9-30 Program Planning, Active Workspace 6.2

© 2022 Siemens
10. Creating and managing schedules
Using schedules in Program Planning
Schedules, which are optional, are useful in planning the detailed execution of work scoped for a
program. A program or functional manager can leverage automated schedule generation options
offered by Program Planning to perform detailed planning of event deliverables or changes. Program
Planning supports several types of schedules, which provides flexibility in how you use schedules to
manage the scope of work within the plan.

Master Combines individual schedules into a single master schedule to visualize the entire
schedule scope of work planned for an event.
Auto- Automatically generates schedules for program deliverables, deliverable instances, or
generated impacted items on an Engineering Change Notice (ECN). With this approach, the
change or respective objects are also automatically tagged to the schedules.
deliverable
schedule

Basic schedule functionality is discussed in Active Workspace Schedule Manager.

Generating schedules for changes and deliverables

How are schedules generated?

As a program manager, you can generate schedules for event changes, event program deliverables, and
program deliverable instances. These schedules are created using a schedule template, which is based
on the Schedule Template Attribute Map (STAM) and optional Schedule Template Value Map (STVM).
Prior to generating your schedules, your system administrator must define the schedule templates,
STAMs, and STVMs based on your organization's criterion.

Note:
Schedule generation is an asynchronous process which requires dispatcher services to be running
in the background. Your system administrator can find information about configuring
asynchronous service in After installation Program Planning configuration tasks.

Generate schedules for a change or deliverable

As a program manager, you can generate schedules at the event-level for a change (impacted items) or
deliverables (program deliverables or deliverable instances). The schedule can be created for each
impacted item in a change, or each deliverable instance (e.g. parts, drawings, or documents), or for the
program deliverables (the high-level container for the deliverable instances).

Program Planning, Active Workspace 6.2 10-1

Note:
If your administrator has configured Teamcenter project security, the schedule will be assigned
to the same Teamcenter Tc_project as the parent program.

1. Search for the event using the search box.

2. (Optional) Filter the list to quickly find the desired event.

3. Select an event from the list and click Open .

4. Do one of the following.

To Do

Generate a schedule for a change. a. Click the Changes tab.

b. Select the change from the list.

Generate a schedule for a deliverable. a. Click the Deliverables tab.

b. Select the deliverable from the list.

5. From the primary toolbar, click Manage > Generate Schedules.

Note:
The Generate Schedules command only displays if the Schedule Required checkbox was
selected when the deliverable was added.

6. In the Generate Schedules panel, do the following.

a. If you are generating a schedule from a deliverable, in the Source box, select the input source
for the schedule (either program deliverable or deliverable instances).

If you are generating a schedule from a changes, this field defaults to Impacted Items.

b. Define the Reference Date for the schedule. The reference date will be the start date of the
schedule.

c. Select Start Date for this schedule to start on the event's start date, or select Finish Date to
have the schedule end by the event's planned finish date.

d. Click Generate Schedules

10-2 Program Planning, Active Workspace 6.2

The schedule name will contain the name of the ECN or impacted item that the schedule was
created for.

7. (Optional) Click Alerts to verify that the schedule generation request was sent. A separate alert
is sent when the schedule is successfully created.

8. View the generated schedule from the Schedules tab.

Review schedule generation transactions

As a program manager, when you generate schedules based on deliverables or changes, the system
creates transactions upon which the schedule is based. If you want, you can review the transactions that
were used to create the schedule you generated. You can also delete transactions, if necessary.

1. Generate a schedule from a change notice or program deliverable.

2. From the Event location, click the Transactions tab.

3. Review the generated transactions.

4. (Optional) Delete a transaction.

a. Select a transaction from the list.

b. Click Edit > Delete Transactions.

Create a master schedule

As a program manager, you may want to create a master schedule from several independent schedules
so that you have visibility on the progress of the entire scope of work and can create cross-schedule
dependencies to more effectively coordinate this work. For example, a master schedule helps you
determine when the completion of a change, deliverable, or schedule is dependent on the work in
another change, deliverable, or schedule.

Program Planning, Active Workspace 6.2 10-3

Note:
If your administrator has configured Teamcenter project security, the schedule will be assigned
to the same Teamcenter Tc_project as the parent program.

1. Search for the program using the search box or navigate to the program in your folder structure.

2. (Optional) Filter the returned list of programs to find the desired program.

3. Click Open on the desired program.

4. Click the Schedules tab.

5. Enter multiselect mode and click each schedule in the list that you want to include in the master
schedule.

6. On the primary toolbar, click New > Create Master Schedule.

7. In the Create Master Schedule panel, define the master schedule's properties and click Create.

8. (Optional) Click Alerts to verify that the schedule generation request was sent. A separate alert
is sent when the schedule is successfully created.

9. Access the master schedule by clicking the schedule completion link in the Alerts list, or navigate
to it by clicking SCHEDULES on your home page.

Associate or remove a schedule within an event

As a program manager, you can associate a schedule with, or remove a schedule from, an event.
Schedules provide additional levels of planning information to the event.

10-4 Program Planning, Active Workspace 6.2

When you remove a schedule from an event, the relationship between the schedule and the event is
removed, but it does not delete the schedule object from Teamcenter.

Navigate to the event

1. Search for the event using the search box or navigate to the event in your folder structure.

2. (Optional) Filter the list to quickly find the desired event.

3. Select the returned item from the list and click Open .

4. Click the Schedules tab.

5. Follow the instructions to associate or remove a schedule.

Associate a schedule with an event

1. Click Add Schedule .

2. In the Add Schedule panel, do one of the following.

To Do

Search for a schedule. a. Click the Search tab.

b. Enter the search criteria and click .

Select a schedule that was a. Click the Palette tab.

previously copied to the paste
buffer using Copy . b. Select a schedule from the Clipboard section.

Select a favorite or recently viewed a. Click the Palette tab.

schedule.
b. Select a schedule from the Favorites or Recent
section.

Program Planning, Active Workspace 6.2 10-5

3. Click Add.

Remove a schedule from an event

1. Select a schedule from the list.

2. Click Cut .

Review schedules created for a specific event

As a program manager or a member of the program management team, you may want to review and
possibly modify the schedule.

1. Search for the event using the search box.

2. (Optional) Filter the list to quickly find the desired event.

3. Select an event and click Open .

4. Click the Schedules tab.

5. Select a schedule and click Open .

10-6 Program Planning, Active Workspace 6.2

6. Click the Tasks or Gantt tab to view the schedule tasks.

7. Select a task and click Open .

Find information about Schedule Manager functionality in Active Workspace Schedule

Management.

Shift schedules when the event date changes

When an event date changes, you can quickly shift the schedules associated with the event backward or
forward in time to keep the schedule dates correct due to the change in the event date. For example. a
Program Manager changes the planned date for an event from October 2nd to September 25th. Due to
this change, the date for the event now occurs before the planned finish of the associated schedule. The
schedule now needs to be shifted backward in time so that the completion date is before September
25th.

1. Open the program with the changed event date in the Timeline view.

2. Click on the event. The associated schedules are displayed below the program timeline.

3. Select the schedule you want to shift and then click Edit > Shift Schedule.

The Shift Schedule panel opens.

4. In the Shift by: section, choose if you want to shift the schedule by a specified number of days or
by a specific date.

• If you select Days, do the following:

• Choose a Shift direction. Forward shifts the schedule forward in time. Backward shifts it
backward in time.

• Specify the Number of days to move the schedule either forward or backward in time.

Program Planning, Active Workspace 6.2 10-7

• If you select Date, use the calendar to specify the new due date for the schedule.

5. Check Run in Background to have the schedule shifted in the background as you work. You are
notified when the process completes.

6. Click Shift to shift the schedule.

Add or remove a schedule within a program, project, or subproject

As a program manager, you can add a schedule to, or remove a schedule from, a program, project, or
subproject. Schedules provide additional levels of planning information to the program plan.

When you remove a schedule, the relationship between the schedule and the program, project, or
subproject is removed, but it does not delete the schedule object from Teamcenter.

Navigate to the program, project, or subproject

1. Search for the program, project, or subproject using the search box or navigate to the program,
project, or subproject in your folder structure.

2. (Optional) Filter the returned list of programs to find the desired program, project, or subproject.

3. Click Open on the desired program, project, or subproject.

4. Click the Schedules tab.

5. Follow the instructions to add or remove a schedule.

Add a schedule to a program, project, or subproject

1. Click Add Schedule .

2. In the Add Schedule panel, do one of the following.

To Do

Search for an existing schedule. a. Click the Search tab.

b. Enter the search criteria and click .

Select a schedule that was a. Click the Palette tab.

previously copied to the paste buffer
using Copy . b. Select a schedule from the Clipboard section.

Select a favorite or recently viewed a. Click the Palette tab.

schedule.

10-8 Program Planning, Active Workspace 6.2

To Do

b. Select a schedule from the Favorites or Recent

section.

3. Click Add.

Remove a schedule from a program, project, or subproject

1. Select the schedule you want to remove.

2. Click Cut .

Program Planning, Active Workspace 6.2 10-9

10-10 Program Planning, Active Workspace 6.2

© 2022 Siemens
11. Identifying program risks, issues, and
opportunities
What are program risks, issues, and opportunities?
A risk, issue, or opportunity can be associated with, and relevant to, any part of the plan (program,
project, subproject, or event). Raising risks, issues, and opportunities allows the program management
team to formulate a strategy to lessen the impact of risks and issues, and capitalize on opportunities.

Note:
In the context of Program Planning, risks, issues, and opportunities are considered program risks,
program issues, and program opportunities, irrespective of where they are associated on the
actual plan. For example, you can create program risks on the program, on a project or subproject,
or on an event. The name does not change based on the location it is associated with.

The following terms apply.

Program Risks
Future events that can impact the success of a program either through cost, schedule, or
performance.
Program Issues
Risks that have occurred, are certain to occur, or issues specific to the plan level.
Program Opportunities
Potential future benefits that may affect the program's cost, schedule, or performance.

Add a program risk, issue, or opportunity to the plan

Program risks, issues, and opportunities provide a way for any team member to bring attention to
situations that may negatively or positively affect a plan (program, project, subproject, or event) so that
program management can affect an appropriate response to the situation. A program risk, issue, or
opportunity can be created at any plan level and then added at multiple levels within the same plan or
within a different plan. For example, Program Risk 1 can be added to Event A and then also added to
Event B.

Note:
If your administrator has configured Teamcenter project security, the risk, issue, or opportunity
will be assigned to the same Teamcenter Tc_project as the parent program.

Program Planning, Active Workspace 6.2 11-1

1. Search for a program, project, or event using the search box or navigate to the plan location in your
folder structure.

2. (Optional) Filter the returned list to find the desired program, project, or event.

3. Click Open on the desired program, project, or event.

4. Click either the Risks, Issues, or Opportunities tab, depending on what you want to create.

5. Click Add to .

6. In the Add panel, do one of the following.

Note:
You are constrained to the appropriate object type based on which tab you selected. For
example, if you selected the Issues tab you can only add a Program Issue object.

To Do

Search for a program risk, a. Click the Search tab.

issue, or opportunity.
b. Enter the search criteria and click .

Select a program risk, a. Click the Palette tab.

issue, or opportunity that
was previously copied to b. Select a program risk, issue, or opportunity from the Clipboard
the paste buffer using section.
Copy or Cut .

Select a favorite or a. Click the Palette tab.

recently viewed program
risk, issue, or b. Select a program risk, issue, or opportunity from the Favorites
opportunity. or Recent section.

Add a new program risk, a. Click the New tab.

issue, or opportunity.
b. Specify the Type for the program risk, issue, or opportunity.

c. Enter the properties for the new program risk, issue, or

opportunity.

11-2 Program Planning, Active Workspace 6.2

To Do

Tip:
If you want to add multiple risks, issues, or opportunities
with the same or similar values, click Pin Panel to keep
the Add panel open.

7. Click Add.

Delete or remove a program risk, issue, or opportunity from a plan

You can delete a program risk, issue, or opportunity if the object was created in error. The delete action
deletes the object from the Teamcenter database. You can remove (cut) a program risk, issue, or
opportunity if you no longer want this object to be associated with the plan (program, project,
subproject, or event). The cut action disassociates the program risk, issue, or opportunity with that
particular plan location, but does not remove it from the Teamcenter database; the object can remain
associated with a different location or with a different plan. For example, you can remove Program Risk
1 from Event A but leave it associated with Event B.

The following apply:

• Only the program risk, issue, or opportunity owner (the person who created it) can delete the object.

Program Planning, Active Workspace 6.2 11-3

• A program risk, issue, or opportunity cannot be deleted if it is associated with another area of the plan
(or a different plan). For example, if a program risk is created on Event A and is also associated with
Event B, the risk cannot be deleted from Event A until it is removed (cut) from Event B.

1. Search for a program, project, or event using the search box or navigate to the plan location in your
folder structure.

2. (Optional) Filter the returned list to find the desired program, project, or event.

3. Click Open on the desired program, project, or event.

4. Click either the Risks, Issues, or Opportunities tab, depending on what you want to delete.

5. Select a program risk, issue, or opportunity and do one of the following.

• To delete an object, click Edit > Delete. This deletes the object from the Teamcenter
database.

• To cut an object, click Cut . This disassociates the object with this plan location and places the
object on the clipboard.

Modify a program risk, issue, or opportunity

As work proceeds on a program risk, issue, or opportunity, a team member can update the object to
reflect its current state.

The selected display method (Table or List) affects where you make the updates and how many objects
you can update. To update an object while in the List display method, use the Information panel, or
open the object and update the properties on the Overview tab.

Navigate to the program, project, or event

1. Search for the desired program, project, or event using the search box.

2. (Optional) Filter the list to quickly find the desired program, project, or event.

3. Select a program, project, or event from the list and click Open .

4. Click either the Risks, Issues, or Opportunities tab.

5. Modify the program risk, issue, or opportunity using the commands or the Information panel.

Modify program risk, issue, or opportunity properties using commands

1. Do one of the following.

11-4 Program Planning, Active Workspace 6.2

To Do

Modify a single program risk, • Select an object from the list and click Open .
issue, or opportunity.

Modify multiple program risks, This display method enables you to update properties directly
issues, or opportunities. within the table. It's a convenient method to use to update
properties on more than one object.

• Select the Table display method.

2. From the primary toolbar, click Edit > Start Edit.

3. Edit the properties.

4. Click Edit > Save Edits.

Modify program risk, issue or opportunity properties in the Information panel

1. Select an object from the list and click Information

2. Click Edit.

3. Edit the properties.

Program Planning, Active Workspace 6.2 11-5

4. Click Save.

Field definitions for program risks, issues, and opportunities

Program managers or project managers can modify the program risk, issues, and opportunities
Properties values after the object is created and as work is completed.

Field name Definition Valid values

ID Specifies a unique ID for this object.
Type Identifies this object as either a Risk, Issue,
or Opportunity.
Name Uniquely identifies this program risk, issue,
or opportunity.
Description Describes this program risk, issue, or
opportunity (short description).
State Reflects the current status of the program The out-of-the-box values are:
risk, issue, or opportunity.
In Progress
Closed
Canceled

11-6 Program Planning, Active Workspace 6.2

Field name Definition Valid values

Probability Indicates the likelihood of the program risk Enter a numerical value from 0 - 100.
or opportunity occurring. This value is used
with the Impact value to calculate the Risk
Score (Impact x Probability = Risk Score).
Priority Indicates the importance of the program The out-of-the-box values are:
issue.
Critical
High
Medium
Low
Impact Indicates the effect of the program risk or The out-of-the-box values are:
opportunity on the plan. Each value is
associated with a number (5 - 1), which is Severe (5)
used to calculate the Risk Score (Impact x Major (4)
Probability = Risk Score). Moderate (3)
Minor (2)
Insignificant (1)
Risk / Indicates the probability score for the This value is system-calculated using
Opportunity program risk or opportunity. the Impact and Probability values
Score (Impact x Probability = Risk Score).
Risk Strategy Identifies the plan of action for handling The out-of-the-box values are:
this program risk.
Not Applicable
Accept
Avoid
Mitigate
Transfer
Opportunity Identifies the plan of action for handling The out-of-the-box values are:
Strategy this program opportunity.
Not Applicable
Accept
Enhance
Exploit
Share
Comments Further defines or specifies the program risk
or opportunity.
Creation Date Identifies the date that this program risk, This value is created by the system and
issue, or opportunity was created. cannot be modified.
Target Date Identifies the date by which this program Click in the field to select a date from
risk, issue, or opportunity is to be resolved. the calendar.
Closed Date Identifies the date by which this program Click in the field to select a date from
risk, issue, or opportunity is to be completed the calendar.
and closed.

Program Planning, Active Workspace 6.2 11-7

Field name Definition Valid values

Responsible Identifies the Teamcenter user who has Select from all Teamcenter users.
User control over the outcome of this program
risk, issue, or opportunity.
Owner Identifies the creator of this program risk, Use Change Owner to modify this
issue, or opportunity. value.
Group ID Identifies the assigned classification of this Use Change Owner to modify this
object. value.

11-8 Program Planning, Active Workspace 6.2

About the Program Board

The Program Board is an interactive view that allows you to quickly manage your programs, projects,
subprojects, and their related objects, such as deliverables, issues, and risks. The board appears below
the program Timeline.

Before you can view the Program Board, you must first set the context. This determines which program
objects are displayed on the board.

You can choose from the following contexts:

Program Planning, Active Workspace 6.2 12-1

Deliverables Changes Schedules

Risks Issues Opportunities
Criteria Checklists

Once you set the context, you can select programs, projects, subprojects, and events from the Timeline
to finish setting up the Program Board. You can then manage the program objects on the board by
dragging them between events or program plan levels. Each item also displays some data, such as the
name, due date, and other information.

Note:
Dragging items on the Program Board functions the same as performing a cut and paste action.

Program Board example

In the following example, you created a new program, with two projects, X and Y. Project Y also has a
subproject. You want to move deliverables between the program and projects. Do the following (use the
image as a reference):

Procedure

1. Click Program Board from the primary toolbar. This opens the Setup Program Board panel.

2. Set the context, which in this example, is Deliverables.

3. Select the programs and projects from the Timeline that you want to see in the Program Board
view.

4. Once all the items are added to the panel, click View.

5. The Program Board opens and you can now drag your deliverables as needed.

12-2 Program Planning, Active Workspace 6.2

Manage program objects with the Program Board

You can use the Program Board to quickly view and manage program objects, such as deliverables,
risks, and dependencies, across plan levels and events. The board displays below the program Timeline
and gives you a customizable and interactive graphical view of your program levels, events, and objects.
Dragging items on the Program Board functions the same as performing a cut and paste action.

1. Search for a program, project, or subproject using the search box or navigate to the program,
project, or subproject in your folder structure and then open it.

2. From the primary toolbar, click View > Program Board.

The Setup Program Board panel opens.

3. From the Set Context list, select the context, such as deliverables, risks, or issues, to set which
program objects display on the board.

Program Planning, Active Workspace 6.2 12-3

4. From the Timeline, select the programs, projects, subprojects, and events that you want to display
in the board view. As you select them, the objects appear in the Setup Program Board panel.

5. Click View.

The Program Board opens below the timeline and displays the programs, projects, subprojects, or
events you selected. The program objects, based on your chosen context setting, display under
their associated object.

12-4 Program Planning, Active Workspace 6.2

6. Drag the program objects to different programs, projects, subprojects, or events, as needed.

7. Click the X to close the Program Board.

8. (Optional) Click View > Program Board again, but choose a different context, such as risks, to
manage other program objects.

Note:
You can click the X next to a program, project, subproject, or event displayed in the Setup
Program Board panel to remove it from the board view if you do not need it for a selected
context.

Once you have finished managing your program objects, you can review the different plan levels or
events and verify the objects are now in your desired location.

Program Planning, Active Workspace 6.2 12-5

12-6 Program Planning, Active Workspace 6.2

© 2022 Siemens
13. Using trace links with program objects
Use trace links to manage program objects
Use trace links to allocate requirements to program objects, such as programs, projects, events, and
deliverables.

A trace link is a directional relationship conveyed by the terms defining (start) and complying (end). A
defining object specifies a condition that a product or a component must fulfill. A complying object
must partially or completely fulfill a condition specified by a defining object. Such a relationship
establishes a traceable path in which one object precedes another.

Trace links can have a one-to-many relationship. For example, one program can be linked to several
requirements or vice versa.

Objects that have associated trace links display the trace link icon as in the example, below:

Note:
When a change occurs in the linked requirement, the trace link icon turns red, indicating that the
requirement has been modified.

Use the trace link functionality to do the following:

• Start a trace link on a requirement and end the trace link on a program object.

• Start a trace link on a program object end the trace link on a requirement.

• Generate and view traceability reports.

Create a trace link for a program object

As a program manager, you can create a trace link between program objects, such as programs, projects,
events, and deliverables and a requirement. This can be a one-to-many relationship.

1. Search for the program object using the search box, or navigate to the object in your folder
structure.

2. (Optional) Filter the returned list to quickly find the desired object.

Program Planning, Active Workspace 6.2 13-1

3. Click Open .

4. On the primary toolbar, click New > Trace Link.

The Create Trace Link panel is displayed and the open object is displayed in the Start position of
the trace link.

5. On the Create Trace Link panel, do the following.

To Do

(Optional) Define the Drag and drop the program object (or requirement after it is added) under
directional Start or End.
relationship.

Add the linking Click Add under Start or End, depending on the desired directional
requirement. relationship of the requirement, and do one of the following:

• On the Search tab, search for a requirement.

• On the Palette tab, expand:

• Clipboard to select a requirement that was previously copied to the

paste buffer using Copy .

Note:
If there is content in your past buffer, the Paste icon
displays next to Start and End.

• Favorites or Recent to select a favorite or recently viewed

requirement.

(Optional) Remove a Select the linking requirement and click Remove .

requirement or task
from the list.

6. In the Type box, select Trace Link.

7. Click Create.

13-2 Program Planning, Active Workspace 6.2

Review existing trace links

As a team member, you can review an object's existing trace link details to verify and access the
requirements that comprise the trace link.

The trace link directionality is indicated by for defining and for complying.

1. Search for the program object using the search box, or navigate to the object in your folder
structure.

2. (Optional) Filter the returned list to quickly find the desired object.

3. Click Open .

4. On the primary toolbar, click New > Trace Link.

5. On the Create Trace Link panel, click the Existing tab.

Review the existing trace link relationships.

6. (Optional) Do one of the following.

To Do

Remove a trace link. Click Remove .

Open a trace link. Click Open .

Program Planning, Active Workspace 6.2 13-3

Generate a traceability report

As a team member, you can generate a traceability report in Excel to review the details of the trace links
associated with the selected object.

1. Search for the program object using the search box, or navigate to the object in your folder
structure.

2. (Optional) Filter the returned list to quickly find the desired object.

3. Click Open .

4. On the primary toolbar, click New > Generate Report.

5. On the Generate Report panel, select the TL Complying and Defining Report.

6. Under Format, select the desired style sheet, either REQ_TraceLink_complying_template or

REQ_TraceLink_defining_template.

7. Click Generate.

8. To open the report in Excel, click Open on the message that displays.

13-4 Program Planning, Active Workspace 6.2

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