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Create a program

Last update: Tue Sep 10 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

A program represents a collection of projects that share a common strategy, objective, or goal that transcends project boundaries.
Programs are a subdivision of portfolios and they cannot exist outside of a portfolio. Programs typically share the same resources as other programs within the same portfolio.

You can create programs to organize your portfolios when they become too large.

For example, you can have a Marketing Fiscal Year 2024 Portfolio that contains all your Marketing division’s projects. You might want to consider further organizing your projects into fiscal quarters and add Marketing Fiscal Quarter 1-4 2024 programs within the Marketing Fiscal Year 2024 Portfolio.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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ÃÛ¶¹ÊÓƵ Workfront plan Any
ÃÛ¶¹ÊÓƵ Workfront license

New: Standard

Or

Current: Plan
Access level configurations Edit access to Portfolios and Programs
Object permissions

Manage permissions to the portfolio

After you create a program, you have Manage permissions to it, by default.

For more detail about the information in this table, see Access requirements in Workfront documentation.

Ways to create programs

You can create a program in Workfront using one of the following methods:

  • Create a program from scratch starting in the Programs area of the Main Menu, or in the Programs section of a portfolio. This article describes how you can create a program from scratch.

  • Import a program using kick-starts.

    As a Workfront administrator, you can import programs using a kick-start.

    For information about importing data using kick-starts in Workfront, see Import data into ÃÛ¶¹ÊÓƵ Workfront using a Kick-Start template.

Create a program

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner.

  2. Do one of the following.

    • Create a program from the Programs area:

      1. Click Programs in the Main Menu.
      2. Click New Program.
      3. In the box that displays, type the name of an existing Portfolio in the Select Portfolio field.
      4. Type the name of the new program in the Name field.
      5. Click Save.

    • Create a program from the Portfolios area:

      1. Click Portfolios in the Main Menu, then open a portfolio.
      2. In the left panel, click Programs.
      3. Click the New Program drop-down menu, then New Program.

  3. (Conditional) If you have created the program from a portfolio, specify the name for the Program in the Untitled Program field.

    The name can contain up to 255 characters.

  4. (Optional) Click Program Manager in the header of the program to update it.

    note tip
    TIP
    As the creator of the program, you are set as the Program Manager by default.

  5. Click Program Details in the left panel.

  6. Double-click any field to update the information in the Overview area.

You can specify the following information:

Field
Description
Description

Specify a description for the program.

The description is displayed on the landing page of the program.

Program Manager

Begin typing the name of the user who you want to act as the Program Manager, then click the user's name when it appears in the drop-down list. This is the same as the Program Owner.

Tip: You can also update the Program Manager in the program header.

Group

Add the name of a single group if the group owns the program or has responsibility for completing it.

You can make sure you are selecting the right group by hovering over it and clicking the information icon that displays next to it. This displays a tooltip listing information about the group, such as the hierarchy of groups above it and its administrators.

  1. (Optional and conditional) Click inside the Add custom form box to select a custom form for the portfolio and update the custom fields.

    note tip
    TIP
    You must have program custom forms already created before you can attach them to programs.

  2. (Optional and conditional) If you are adding a custom form, click any field on the custom form to update information in that field.

  3. Click Save Changes.

  4. Click Projects in the left panel, then Add Projects to add projects to the program.

    For information about adding projects to programs, see Add a project to a program.

  5. Click Save Changes.

  6. (Optional) Click the More menu next to the program name and click Deactivate Program.

    When you deactivate a program, the program no longer displays in a list of program when users try to add it to a project. You can still access the program from the Programs area.

Program header overview

You can find some information about the program in its header.

The following information displays in the header of a program:

Header Information
Notes
Breadcrumb with the name of the portfolio
You can access the portfolio that the program belongs to from the header of the program.
Name of the program
You can edit the program name in the header.
Name of the object type and activation status
The word "Program" displays with an orange icon when you view a program. The word "Deactivated" displays next to it and the outline is gray if the program is not marked as Active.
The actions area of the program

Click any of the following to access more information or editing options for the program:

  • The star icon to add the program to your list of Favorites

  • The More menu to do one of the following:

    • Edit the program

    • Deactivate it. When a program is deactivated, you can no longer associate it with projects at the project level.

    • Delete it. Deleting the program does not delete the projects in the program. It removes the association of the projects with the program.

    • Share it with others

Percent Complete
You cannot edit the Percent Complete of the program in the header. This information is updated from the projects in the program. By default, the percent complete of the program is an average of the percent complete values of the projects in a Current or Approved status that belong to the program.
Program Manager
You can edit the Program Manager in the header. This is the same as the Program Owner.
Planned Completion Date
You cannot edit the Planned Completion Date of the program in the header. This information is updated from the projects in the program. The Planned Completion Date of the latest project in the program becomes the Planned Completion date of the program.
Active Projects Condition
This is a calculation of what percentage of projects in the program have the Condition set as On Target, At Risk, or In Trouble. The projects represented here are projects with a status of Current and Approved.

Move a program

You can add existing programs to a portfolio. Because programs cannot exist in two different portfolios, adding an existing program permanently moves it from one portfolio to another.

For more information, see Add an existing program to a portfolio.

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