Create allows you to create a new programme in the system. Clicking on this option opens the page shown below.
To create a new programme you will need to fill in all of the mandatory fields; these are all of the fields marked with a red star *.
For a Programme, the fields which you will need to consider are:
Field |
Type |
Additional Information |
Programme Name |
Free text field |
Provide title of the Programme |
Record ID |
Free text field |
Mandatory field. Unique reference for the Record. Record ID can be manually entered or automatically generated depending on the configuration set by your administrator. If the record ID is set to be generated automatically it will not be available on the page for editing. |
Manager |
Dynamic search |
Manager of the programme |
Programme start date |
Date Picker |
Start date of the programme |
Programme end date |
Date Picker |
End date of the programme |
Description |
Free text field |
Provide description of the programme |
Project Type |
Drop down |
The type of projects within the programme |
Timeline Template |
Drop down |
The default template of the programme |
Add Project |
Dynamic search |
Link projects to the programme |
Classification |
Multi select |
Categorise the Programme using the classifications in the system. For more classifications tile click Here |
Some record may have Additional Details sections. To see more about these got to Additional Details.
Completing the Form
Once you have completed all of the required fields, scroll to the bottom of the page. From here you will be presented with the three options shown below.
- Create will create the programme record and take you to that record.
- Create & New will create the programme record and then present you with a blank form to complete.
- Cancel will return you to the programme search page without saving the new programme.