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Program planner — your plan items, slip emails, the board, link types, resources, and cost and earned value

The program planner now covers a program from the first plan to the last report: who owns what, what slipped, how the work links, who does it, and what it costs.

Your work, wherever it is​

My plan items, in the My Work menu, lists every row you own across your systems: to do, late and done, with the plan's own dates. Every node also has a Plan tab with the rows on that branch. Link owners connects the owner names in a plan to the people on your team.

To confirm lists the rows someone else marked done without evidence, for you to confirm. The My Work badge counts your late rows and the rows waiting for you.

Slip emails​

Plan slips is a new email setting, on by default. Each morning in the plan's time zone, the system's owners and editors get the rows that slipped by a working day or more, went late or moved a milestone, and each person who owns rows gets their own. Nothing is sent on a day without a slip.

The board​

A Board view sits beside the table and the timeline. Drag a card to another column to change its status, or use its Move menu. Rows whose status comes from evidence stay where the evidence puts them.

A row can wait for another to start (start-to-start), finish when another finishes (finish-to-finish) or finish once another starts (start-to-finish), each with a lag or a lead in working days. Health checks them as DCMA does (mostly finish-to-start, no leads, few lags), and Microsoft Project files keep them both ways.

Resources and levelling​

Resources lists the people, teams and equipment the work needs, each with its capacity. Assign rows to them, see each one's weekly Loading, and Level resources to hold back the rows with the most float until no one is asked for more than they have. You see what would move before anything does.

Cost and earned value​

Give the plan a currency, each resource a rate per day and a row a fixed cost. Set baseline freezes each row's budget with its dates. Record % complete and actual cost as the work goes on, and the Cost and earned value panel shows planned and earned value, actual cost, SPI and CPI, the estimate at completion as a best-to-worst range, and an S-curve. These are the standard EIA-748 indicators, worked out from the plan.

Holidays, files and agents​

Add public holidays adds the official list for India, the United States, the United Kingdom or Japan to a plan's calendar. The Excel export gains Predecessors, Resources and cost columns, and Microsoft Project files carry link types, resources and costs. The Creopus agent and MCP clients can now do almost everything the plan page does, including exporting the plan and importing a file attached to a node; the agent asks before every change.

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