Program Setup for Capital Planning

Programs are essential for the Capital Planning view, as they group projects together to facilitate high-level budget management. By organizing projects into programs, you gain the ability to set program-level budgets, view automated rollup totals, and track variance across your entire portfolio.

• Unassigned projects are displayed in a simple list. However, they lack support for program-level budgets, rollup data, and variance tracking.

• Program rows automatically calculate two values:

  • Rollup: The sum of all project budgets within the program.

  • Variance: The difference between the program's budget and the calculated Rollup.

  To maximize the value of your Capital Planning data, you should configure and set up your programs.

  
  

• You must have 'Admin' level permissions in the Company level Admin tool to create programs.

• You must have 'Standard' or 'Admin' permissions in the project's Admin tool to assign programs to projects.

Create Programs in the Company Admin Tool

1. Navigate to the Company level Admin tool.

2. Scroll to the 'Programs' section.

3. Click Create Program.

4. Enter a name for the program in the text box.

5. Click Save.

Assign Projects to Programs Individually

1. Navigate to the project you want to assign to a program.

2. Click Edit on the 'Project Details' page.

3. Select a program from the Program drop-down menu.

4. Click Save.

Bulk Assign Projects to Programs

1. Navigate to the Portfolio tab on the company Home page.

2. Mark the checkboxes next to the projects you want to assign.

3. Click Bulk Actions and select Bulk Edit.

4. Select the desired program from the Program drop-down menu.

5. Click Save.

Note: The visible fields in your account may vary, depending on your company's specific settings and your assigned user permissions.