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.

Managing Custom Access to Programs

See the Custom Roles section in the Securing ERP guide to learn how you can manage custom roles to ensure that only users with the required privileges can access specific program data.