Programs and projects

Action types in an OGSM

An action in an OGSM can be a program or project. In such cases, you may want to record more information, such as a project initiation document or business case. You can do this by changing the type of the action.

Changing the type

• Open an action.
• Change the type of the action. If you don't see this field, you need to enable 'Show all fields'. By default, these types are available:
  • Action
  • Program
  • Project

Specific fields for programs and projects

Currently, the fields for programs and projects are the same. You can use the following fields:

• Budget (time).
• Budget (money).
• Results.
• Stakeholders.
• Dependencies.
• Risks.

Tip: use square brackets to create a checklist.

Budget in reporting

In the reporting, you can indicate the utilization of the budget.

Custom action types

Upon request, we can add specific fields or even set up a completely new type. This way you can, for example, include your own project initiation document or create 'epics'.

Send a message to help@toolsfactory.nl to inquire about the possibilities.