This popup form can be accessed via the 
organisation view page 
add menu in the top header area, as shown in Figure 1. Alternatively you can 
add from the Programmes & Projects tab at this same page, shown in Figure 2.
programme to your organisation.
NOTE: If you accidentally try to add a new programme with the same name as an existing programme for your organisation then you will get a warning message.
organisation view page 
add menu in the top header area, as shown in Figure 1. Alternatively you can 
add from the Programmes & Projects tab at this same page, shown in Figure 2.
Figure 1 – Access via add menu
Figure 2 – Access via Programmes & Projects tab
This popup form is shown in Figure 3 and is used to add a new
programme to your organisation.
Figure 3 – Add programme form
In Figure 3 above, the form has been broken down into three sections:
| Section 1 | This section contains a selection of important top fields: Organisation: This read-only field shows which organisation you are adding the new programme to. Programme*: This is a mandatory field where a unique name for this programme must be entered. Add more: Select this check box if you’d like to keep the form open and add more programmes. |
|---|---|
| Section 2 | These are the tabs that you can cycle through to edit each section of the programme.When you navigate to a new tabbed view in this popup, any information entered in Section 3 from the previous tabbed view will be saved. This means you do not need to click on any buttons to save each tab, but can instead click on the Add button at the bottom of the popup when you wish to add your new programme with the set details. |
| Section 3 | This information will change as you cycle through the tabs shown in Section 2, and the available fields will change accordingly. A breakdown of the field information for each tab is provided below. |
Tab breakdown
The following information provides a breakdown of each of the tabbed views that may be available for you to set the programme’s details under each section.Details
Figure 4 – Add programme details tab
The details for the programme can be assigned by clicking on the tab indicated in Figure 4 above. Each of the fields available to be customised in this tabbed view are described in the following table:| Description: | Enter a short description of your programme here. |
|---|---|
| Programme code: | Enter a code for your programme here. The code is used as a prefix e.g. for the risk reference. For example, if we were to use the code DP_ for a new “demo portfolio” a risks added beneath it will have the reference DP_R_01. |
| Project reference template: | Enter the project reference template here. |
| Start date: | You have the option to use  calendar control to enter the date that you wish to set for the start date of the programme here. The start date sets the month from which the budgets apply. |
| End date: | You have the option to use calendar control to enter the date that you wish to set for the expected end date of the programme here. |
| Budget interval: | Set the number of budget intervals (months) you want to track for this programme by using this text field. |
| Job code prefix: | Enter the job code prefix here. This is used to auto-generate job codes for tasks within this programme. For example if you set the job code prefix to “ABC_00” then the first task will get a job code of “ABC_01”, then “ABC_02” etc. Leave this field empty if you do not want the job code to be auto-generated. |
| RAG Status: | Select the Red/Amber/Green status for your programme by choosing an option from this drop-down list. |
| Manager: | Select a manager for the programme using the drop-down list of  users in the organisation. |
| Owner: | Select an owner for the programme using the drop-down list of users in the organisation. |
| Sponsor: | Select a sponsor for the programme using the drop-down list of users in the organisation. From this list, you can add sponsors as normal users or even suspended users. |
| Workflow: | Select the  workflow to apply to this programme from this drop-down list of available workflows. This field will only be visible if you have workflows for programmes configured. |
Portfolios
Figure 5 – Add programme portfolios tab
This tabbed view presents a list of 
portfolios that this new programme can be grouped under. You may select one or multi-select by holding the CTRL key or the SHIFT key and selecting the name of the portfolio.
Indicators
Figure 6 – Add programme indicators tab
This tabbed view presents a drop-down list of portfolios 
indicators that can be applied to this programme according to the portfolio it is grouped under. You can select the indicator you want to apply to this programme using this drop-down list.
Figure 7 – View from programme & projects tab
Figure 8 – View from Programme & Projects dashlet
Click the “Cancel” button if you no longer want to add a new programme.