Key Terms
ProgramTypically represents an asset, therapeutic area, or goal that spans multiple quarters or years (e.g., ORCH-001) | StageA group of Objectives within a program (e.g., Preclinical Studies) |
ObjectiveA distinct set of activity within a program. Objectives can have dependencies on other objectives. (e.g., GLP tox study) | Key EventA milestone that may be dependent on other objectives. These can be associated with an emoji. (e.g., IND) |
Create a new program
Use the
+Create button on the top left header to create a new blank programFill out the Name and any relevant information on the form, click next
Navigate to the Program overview on the side panel to adjust any necessary metadata
Add Stakeholders to push notifications to users
Add a Deadline to represent immovable dates (e.g., Board Meeting)
Sharing a Program
Use the
button > Share program at the top-right to adjust the permissions settings
Note: By default, the creator will have Full access to the program, and the rest of the organization will have Append access (can edit, but not delete the program)
Copy a program
Hint: Instead of starting from scratch, copy a program to stamp out known timelines, durations and dependencies
Use the
button > Copy program at the top-right
Select the appropriate copy actions and click the Copy button
Edit a program
Rename the program or a stage by clicking into its name
Add a new stage by clicking the
+Create button at the top-rightAdd a new objective or key event by clicking the
+button at the top-right or the+button next to one of the stagesReorder the objectives and key events by dragging the row from the left handle
Set dependencies
There are a few methods to set dependencies between objectives and key events:
From Objectives and events, directly click into one of the dependency columns to add upstream/downstream dependencies
Click into an objective or key event, and update the dependency field from the side panel
Use the Process flow tab
Click on the edges of the objectives / key events to drag and drop a dependency line
Click on a line to reveal the trash icon to delete it
Set Dates
Set the dates of any objective or key event by using the Start date and/or End date field. We will automatically calculate dates of any dependent objectives or key events.
Note: If an item has multiple upstream dependencies, the sum of the duration of upstream dependencies will be used to calculate the start date of the downstream dependency.
Calculated dates are denoted by the date being italicized
Dates that were set by the user or non-pending dates are not italicized
Use the offset field to indicate the number of days an objective or key event should occur after its upstream dependencies. It can also be a negative number.