Programs › How to Create Programs › Create New Programs

Create New Programs

To create a new program

1. Select Programs from the Portfolio Management menu.

   The Programs page appears.

2. Click New.

   The Create Program page appears.

3. Complete the following fields:

   Program Name

   Required. Enter a unique name for the program.

   Limit: 80 characters

   Program ID

   Required. Enter a unique ID for the program.

   Limit: 20 characters

   Description

   Enter a description of the program.

   Limit: 254 characters

   Manager

   This fields defaults to the name of the user creating the new program. Click the Browse icon to select another user.

   Page Layout

   Required. Select the Dashboard layout you want to use to view project or program data.

   Values:

   • Project Default Layout. This is the default setting. Use this Layout to view default labor and team utilization charts on the Dashboard.
   • Program Layout. Use this layout to view budget data on the Dashboard.
   • Program Status Dashboard. This layout is only available if you have installed the Accelerator: Program Management Office add-in.

     Note: See the PMO Accelerator Product Guide for more information.

   • Project status Dashboard. This layout is only available if you have installed the Accelerator: Program Management Office add-in.

     Note: See the PMO Accelerator Product Guide for more information.

   Start Date

   Select or enter the date on which the program is to start.

   Finish Date

   Select or enter the date on which the program is to finish.

   Stage

   Click Browse to select a company-defined stage for this program, if applicable.

   Goal

   Choose a goal for the program.

   Values: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, and Maintain the Business.

   Priority

   This field is only applicable if you plan to work with the project in Open Workbench. The number entered is a score for the importance of this project in relation to all other projects in your organization. This score controls the order in which tasks are scheduled during Autoschedule, subject to dependency constraints.

   Values: 0-36, with 0 being the highest.

   Default: 10

   Progress

   Select the program's progress.

   Values: Completed, Started, and Not Started.

   Default: Not Started.

   Status

   Select the program's status.

   Values: Approved, Unapproved, and Rejected.

   Default: Unapproved.

   [OBS] Business Unit

   Select a business unit to associate with the program, if desired.

   Security OBS

   Select the OBS security unit to associate with the company, if desired.

4. Click Submit.

More information:

Monitor Program Performance