Creating a New Program

To create a new program:

From the Top Navigation bar, select Create New > Program; or from the Left Navigation bar, select the Programs links and from the Program listing page, click Create.
Enter a name for the program.
Enter the required fields under the Basic Details, Organization, Program Budget, Program Custom Fields, and Statement and Notes sections. The finance categories displayed in the Program Budget section correspond to the categories that are enabled in the default global finance template.
Select proposals to associate with a program. This option is available only if your administrator has enabled the feature to associate proposals to a project. From the Available Proposals list, select a proposal and click the right arrow button to add it to the Associated Proposals list. You can also use the Filter link to narrow down the list of available proposals. To remove a proposal from this program, select it in the Associated Proposals list and click the left arrow button.
Select the projects associated with the program. From the Available Projects list, select a project and click the right arrow button to add it to the Associated Projects list. You can also use the Filter link to narrow down the list of available projects. To remove a project from this program, select it in the Associated Projects list and click the left arrow button.
Click Create.
Note: You can associate multiple proposals and projects to a program only if it has been enabled by your administrator.

Tips:

Select the Auto Fill button to auto fill the organizational hierarchy based on the information stored in your user profile.
Select the Program Field Help link to read your company’s guidelines for completing the statements and notes section of the program.

Creating a New Program

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