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Key terms

Program

Typically represents an asset, therapeutic area, or goal that spans multiple quarters or years (e.g., ORCH-001)

Stage

A group of Objectives within a program (e.g., Preclinical Studies)

Objective

A distinct set of activity within a program. Objectives can have dependencies on other objectives. (e.g., GLP tox study)

Key event

A milestone that may be dependent on other objectives. These can be associated with an emoji. (e.g., IND)

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Create a new program

  • Use the + button from the left sidebar to create a new blank program
  • Navigate to the Program overview tab to adjust any necessary metadata
    • Add a Deadline to represent immovable dates (e.g., Board Meeting)
  • Use the ... button > Share program at the top-right to adjust the permissions settings
    • 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)

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Copy a program

Instead of starting from scratch, copy a program to stamp out known timelines and dependencies
  • Use the ... button > Copy program at the top-right
  • Orchestra will copy over all of the objectives, key events, dependencies, durations, and costs from the original program

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Edit a program

  • Rename the program or a stage by clicking into its name
  • Add a new stage by clicking the + button at the top-right
  • Add a new objective or key event by clicking the + button at the top-right or the + button next to one of the stages
    • Reorder the objectives and key events by dragging the row from the left handle

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Set dates and dependencies

There are a few methods to set dependencies between objectives and key events:
  • From the table view, directly click into one of the dependency columns to add upstream/downstream dependencies
  • Click into an objective / key event, and update the dependency field from the sidepanel
  • 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 the dates of any objective or key event by using the date field. We will automatically calculate dates of any dependent objectives or key events.
  • 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.