Configuring a Program

The Simple Model uses a fixed structural hierarchy that keeps the same levels consistent across the program.

A program is structured as follows:

• Program — the top level. It doesn't support functional items itself, but receives data from all lower levels for reporting.
• Reporting Group — groups related projects together.
• Project — the functional level, where data is entered and maintained.

Creating a program

To create a program:

1. Select Program under Enterprise in the Create menu.

   

2. Enter a Name for the program.

3. To reuse the configuration of another program, turn on Duplicate Existing Configuration.

   

4. Select which program to copy. A preview shows what will be duplicated.

5. Once you've entered the details for the new program, click Create.

   

Creating reporting group types

To create a reporting group type for your program:

1. Navigate to the program, then Configuration, then Reporting Groups.

   

2. Click Add new to create a reporting group type.

   

3. Enter a Name for the reporting group type.
4. Enter a Colour to identify the reporting group type within the program.
5. Turn on Enable Request Status Reports where this reporting group type submits status report requests. See Requesting Status Reports.

6. Click Update once you've entered the details.

   

7. Click Save to save your changes.

   

Creating reporting groups

To create a reporting group for your program:

1. Navigate to the program, then Configuration, then Reporting Groups.

   

2. Click Add new under a reporting group type to create a reporting group.

   

3. Enter a Name for the reporting group.
4. To add several reporting groups at once, copy a list of names.
5. Click Bulk Add to add them.
6. Enter a Colour to identify the reporting group within the program.
7. Turn on Enable Request Status Reports where this reporting group submits status report requests. See Requesting Status Reports.

8. Click Update once you've entered the details.

   

9. Click Save to save your changes.

   

Creating a new project

Once the program structure is configured, you can start adding projects to it. To create a project:

1. Navigate to the program where you want to create the project.
2. Click the Create menu.

3. Select Project.

   

4. Enter a Name for your project.
5. Enter a Description of your project.
6. Select a Start Date for the project.
7. Select an End Date for the project.
8. Assign an Owner to manage the project.
9. Select which Reporting Group to add the project to.

10. For additional options, select Show All Options at the top of the page.

    

11. To create several projects in succession, check Create another.

12. Once you've entered all the details for your project, click Create.

    

For switching on the program's features, such as chat, documents, baselines, and the Task Board, see Program Features. For the items projects can hold, such as benefits, costs, and RAID items, see Program Items.