Set Up Programs

Setting up Program Management involves the following tasks, each of which you can access from the Setup and Maintenance work area:.

  • Manage program options: Set up program options, including the program calendar, calendar mapping method, and currency conversion settings.
  • Manage performance measures: Set up performance measure names, disable measures that your organizations doesn't plan to use, and change the default set of measures that appear in the Analysis page.
  • Manage conversion rates: Define conversion rates between the project currency and program currency
  • Update program performance data: Sets up the default values required to create and manage programs if the initial set up isn't done in the Manage Program Options task.
  • Manage program lookup values: Review and update the list of values that describe the program.
Note: If you make any updates to the performance measures after setting up the program options, you should run the Update Program Performance Data process to initialize your work area.