Adding 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

Adding a program

To add a program:

  1. Select Programs from the side menu.
  2. Click the icon located at the bottom, right-hand corner of the page.
  3. In the dialog that displays, enter the program’s name and select a program manager (or select No Program Manager).

You will be assigned as the program manager by default, since you created the program, though you can change this.

  1. Click Add Program.
  2. Update information for the program, if necessary - see the section below for details.

Updating program information

To update information for a program:

  1. If you’re editing an existing program, go to Programs > List and select the program to edit. The Programs page for the program displays.

If you just created the program, this page should display by default.

  1. Click the Edit button located in the top, right-hand corner of the page.

  1. To update start and end dates for the program or the program manager, click the icon located in the Basic Info section.

Then update fields in the dialog that displays.

  1. To upload a document or attach a web address for a file associated with the program, click the File/Web Address button.

  1. To view and edit projects for this client, click the Projects tab.

  1. To view billing and invoicing information related to this program, click the Billing & Invoicing tab.