Program and Program List Workspaces

The system contains two optional workspaces, Program and Program List. These workspaces are available through your Organization tab; they are not available at the project level.

Program is an organization-level workspace that exists outside of the standard shell hierarchy for buildings and projects. The Program workspace lets you group and track individual project shells that are related in some way. For example, you might want to track a Program made up of projects that are related to sustainability or that are supported by a certain type of funding, or you might want to track capital-based projects versus expense-based projects. You can assign a new project to a Program when you create the project, and you can add and remove existing projects.
By grouping projects through the Program workspace, you can generate reports and display dashboards that summarize cost- and progress-related information for the associated projects. The system includes two custom reports, Program Cost Sheet and Program Project Summary, and a Program Summary dashboard to facilitate these summaries. The Program Summary dashboard displays budget distribution, cost summaries, phase summaries, and project percentage completion summaries for all projects within the specified program.
Program List is also an organization-level workspace. This workspace provides a log of all Programs that your organization has created.
Note: A project can only be part of one Program; however, you can move a project from one Program to another.

To add a project to a Program as you create the project:

When you complete the Project Request business process form, enter the applicable name and number in the Program field of the Key Information section.

To add an existing project to a Program:

Go to your Project tab and switch to User mode.
In the left Navigator, select Information, and then select General.
Open the Project Configuration business process and click Edit.
In the General Settings section, select a Program.
Click Submit.

To view the Program Summary dashboard:

Go to your Organization tab and switch to User mode.
Select the Workspaces tab.
From the View list, select Program.
Open the applicable Program.

To view the Program List dashboard:

Go to your Organization tab and switch to User mode.
Select the Workspaces tab.
From the View list, select Program List.
Open the applicable Program.

Last Published Monday, April 14, 2025