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Managing Programs in Mastt

Mastt's Programs feature allows you to group related projects and automatically aggregate their data for consolidated reporting. Programs provide specialized dashboards, program-level cost reporting, risk management, and simplified period closures across multiple projects simultaneously.

Objective

By the end of this guide, you'll be able to:

  • Understand the purpose and benefits of Mastt programs
  • Navigate program dashboards and reporting features
  • Manage program-level risks
  • Close financial periods across multiple projects at once

Prerequisites

  • Access to Mastt programs (subscription-dependent feature)
  • Multiple projects that should be grouped together
  • Appropriate program management permissions

Video Walkthrough

 

Step-by-Step Program Management

Understanding Programs

What are Programs?

Programs are containers of defined projects that automatically aggregate data into one reporting layer. They simplify reporting across multiple related projects by providing a centralized view of all project information.

Programs are only available with specific subscription tiers.

Program vs. Project management

Programs focus on reporting and aggregation rather than direct data entry. Most data entry happens at the project level, while programs provide a higher-level view of multiple projects. Limited data can be entered directly at the program level.

Navigating Program Dashboards

1. Access Program Dashboard Features

  • Program dashboards work similarly to project dashboards but include program-specific tiles:
    • Projects Table: Lists all projects in the program
    • Project Phases: Shows phases across all projects
    • Project Level Cash Flow: Aggregated cash flow data
2. Creating Program Reports
  • Use the dashboard to build program-level reports
  • Export reports directly from the dashboard
  • Reports automatically include data from all projects
3. Use Program-Specific Tiles
  • Program dashboards include specialized tiles that aggregate project data
  • These provide higher-level insights than individual project dashboards
  • All standard dashboard functionality applies (resizing, arranging, customizing)

Managing Program Cost Data

1. View Program Cost Overview
  • The Program Cost module provides an aggregated view of:
    • The entire program's financial status
    • Individual project financial performance
  • Data flows automatically from projects to the program level

2. Understand Data Flow Direction

  • Program cost data is primarily for reporting
  • Most data entry should occur at the project level
  • Changes at the project level automatically reflect at the program level

Program Risk Management

1. Add Program Level Risks

  • Navigate to the Risk Module at the program level
  • Add program-level risks that affect multiple projects
  • These risks are visible only at the program level

2. Review Risk Aggregation

  • The program risk module also displays aggregated risk data
  • This helps identify risk patterns across projects
  • It provides a holistic view of the program's risk profile

Program Cash Flow Management

1. Closing Financial Periods
  • One of the key program features is simplified period closure
  • Navigate to the Cash Flow module at the program level
  • Hover over a month and select Close Off Month
  • This closes the month for every project in the program simultaneously
2. Reopening Periods
  • Program administrators can also reopen months for all projects
  • Hover over a closed month and select Reopen
  • This reopens the month across all projects in the program

Program Snapshots

1. Creating Program Snapshots
  • Navigate to the Snapshots module at the program level
  • Click + Take Snapshot
  • Enter snapshot details and click Create
2. Understand Snapshot Propagation
  • When you create a program snapshot, the system:
    • Takes a snapshot of the program
    • Creates individual snapshots of each project
  • This ensures consistent reporting across all levels

Common Pitfalls and Solutions

  • Issue: Programs not available
    • Solution: Verify your subscription includes program functionality
  • Issue: Data not appearing at program level
    • Solution: Ensure projects are properly associated with the program
  • Issue: Unable to add projects to a program
    • Solution: Contact Mastt Support for assistance with program configuration
  • Issue: Program snapshots missing projects
    • Solution: Ensure all projects were active when the snapshot was created

Next Steps

You've completed the Mastt learning pathway! Consider revisiting any modules you'd like to explore in more depth or contact Mastt Support if you have specific questions about your implementation.


Note: Program management in Mastt simplifies oversight of multiple related projects. For assistance with creating new programs or adding projects to existing programs, reach out to Mastt Support.