Overview
This knowledge base article outlines the naming conventions for Initiatives, Programs, and Projects entered into the Work Management System (TeamDynamix). Please adhere to these conventions when adding any project, program, or initiative.
What is an Initiative? Initiative is a collection of related Programs and/or Projects that promote a specific goal of the department/university. An Initiative is a larger task/goal which needs to be broken down into smaller work items (programs, projects and/or tasks). It is the entire scope of what needs to be accomplished.
All initiatives should be a Portfolio in the WMS. To set up a Portfolio, submit an "I have a Technology Need" request. The initiative name (i.e. portfolio name) should be concise and convey the initiative's purpose. An initiative should also be created as a project in order to identify and track the tasks that are relative to the managing the initiative.
What is a Program? A group of related tasks and projects managed in a coordinated manner to obtain benefits not attainable from managing them individually.
All programs should be created as a Project in the WMS. The program name should be concise and convey the purpose of the projects it contains. The name should be formatted with the name of the program followed by a hyphen and the word "Program"; see below.
- [name of program] - PROGRAM
- Example: Central Device Management - PROGRAM
What is a Project? Projects are specific effort undertaken to create a unique product, service, or result. A project is temporary. It has a defined beginning and end, specific scope and dedicated resources to support the effort.
All projects should be created as a Project in the WMS.
If a project is part of a program, it is important to relate that project to the program it is under. Titles of projects that fall under a program should be formatted with the abbreviated name of the program, a unique identifier (i.e. sequential numbers), and lastly a hyphen with the project name; see below.
- [name of program] 1 - [name of project A], [name of program] 2 - [name of project B], etc.
- Example: CDM 1 - Device Visibility & Inventory Analysis, CDM 2 - Implementation of Recommendations
Example 1 (when there is an initiative that has a program with projects under the program):
- IT Best Use Initiative [saved as a portfolio]
- Central Device Management - Program [saved as a project]
- CDM 1 - Device Visibility & Inventory Analysis [saved as a project]
- CDM 2 - Implementation of Recommendations [saved as a project]
Note: When creating a program (as a project) or a project be sure to select the appropriate portfolio. In the above example you would select the IT Best Use Initiative portfolio.
Example 2 (when there is an initiative that has a project under the program):
- IT Best Use Initiative [saved as a portoflio]
- Central Device Management [saved as a project]
Note: When creating a program (as a project) or a project, be sure to select the appropriate portfolio. In the above example you would select the IT Best Use Initiative portfolio.