Setting up a program

A program is a set of projects, budgeted and managed together. You might choose to create programs:

  • To group projects for convenient access and reporting
  • To assign a cost budget to a group of projects

To create a program:

  1. Go to Projects > Programs, and click Add New Program.
  2. Give the program a name, and click Add Program.
  3. Click the Program Info button.

  1. Update the program dates and manager, if necessary, and create a program budget, if desired.

  1. Click Save.
  2. Assign a co-manager to the program, if desired.

You can now add projects to the program.

Related links

Setting and tracking cost budgets for programs
Running program reports
Assigning co-managers to projects, clients, or programs
Adding projects to a program
Running project reports