A program is a delivery unit inside an initiative. It connects the initiative to where the work happens, such as Jira, Azure DevOps, Smartsheet, Monday.com or a WorkBoard workstream.
Add a program
Open the initiative. In the Programs panel on the Overview tab, select Add (or select + Add on the Programs tab):
Fill in the Program panel:
Field | What to enter |
Program name | Required |
Owner | The person accountable for delivery. It defaults to you |
Time horizon | Required. Pick a quarter, half or fiscal year, or a custom date range |
Status | Not Started, In Progress, On Hold or Completed |
Funding | Not set by default |
Confidence | Optional |
Description | What this program delivers |
Contributors | People or teams working on it. Adding contributors lets you record their skills |
Sync contributors | See Keep contributors up to date below |
Progress | How progress is measured. Manually updated is selected for a new program. |
Connected projects | Where the work lives |
Documents | Files for the program, up to 50 MB each (PDF, images, Office documents, MP4 or ZIP). |
Click on Create.
Connect delivery work
Under Connected projects, select + Add and choose a source: Jira, Azure DevOps, Smartsheet, monday.com, Workstream or External roadmap link.
The connect dialog lets you search the tool for what to connect. It shows how much work your selection covers before you select Connect.
If your own account isn't linked to the tool yet, the dialog shows Connect Jira → (or the equivalent for the other tool). Authorize the connection in the new window that opens, then refresh the page.
Measure progress
Under Progress (Choose how this program's progress is measured), pick one:
Referenced OKRs and KRs: calculated from the OKRs and key results on the program's Outcomes tray.
Manually updated: the program lead sets and updates progress directly, in Current progress (%).
Connected projects and epics: calculated from the items under Connected projects, refreshed nightly. You can choose it once a project or epic is connected.
Keep contributors up to date
Add people or teams to Contributors by hand, or let SPM add them from the connected work:
Tick Automate contributors from connected projects and teams. SPM auto-adds people working on the connected projects and selected teams.
Select Sync now to update the list straight away.
Syncing only ever adds people, so remove anyone who doesn't belong
The Programs tab and program pages
An initiative's Programs tab lists its programs with their Progress, Program name, Epics, Confidence, Status, Target end and Owner. Select + Add to create one.
Select a program to open its page:
Header: the program's status, program lead and timeframe, and the initiative it's part of. ‹ All programs takes you back.
Epics done, Progress and People.
Outcomes: OKRs, key results or scorecards the program drives.
Projects/Epics: the connected work, with + Add.
Program Financials: See detailed ledger → and Open worksheet →.
Details: Program ID, Parent initiative, Program lead, Status, Timeframe, Confidence and Financial rollup.
Program resources: people allocated from the parent initiative.
Import financials & resources and Financials & Resource Agent buttons at the top.
