Availability All Editions
Well-organized program details allow you and your colleagues to see all relevant information at a glance. Configure your program details and clearly organize your view to include only what you and your team need for effective planning.
Where to Find
To access this view, you need to have the Types (Add Form, Details, Overview) right under System Administration > System Configuration.
Open the left sidebar, click Manage and select Types > Program. Next, click Program Details:
How to Configure
Define the program details your organization wants to have in this view, and how they should be organized. You can add up to five tabs in Basic Edition systems,and up to 100 tabs in Pro or Premium Edition systems. Additionally, you can add as many sections as you need with your system's fields.
Your configuration will apply to all programs:
When a user does not have the rights to all fields within a section, for example, because they do not have the right to access financial data, the user will not see this section. If a user does not have access to any sections within a tab, they will not be able to see the tab.
Configuring Tabs
You can create up to four different tabs in Basic edition systems and an unlimited number in Pro or Premium Edition systems. You can organize your program information within the tabs. Click Add Tab at the top of the view and enter the desired name for the tab.
If you want to delete or rename a tab, click the three dots next to the name of the tab:
Configuring Sections
You can create as many custom sections as you need to organize your program details. Simply click Add Custom Section. Click the name of a section to rename it, or move it using drag and drop.
Click the name of a section to change it. You can move the fields they contain to other sections or add new ones using Add Field. You can only add each field once per tab. Remove a field by clicking the X after its name.
The following fields are available:
- All system fields from this list
- All custom program fields under Manage > Fields > Program Fields
You need to add at least one custom section and one field to be able to save the configuration.
Contributing Projects
This section cannot be edited. It displays a list of all projects assigned to the program.
The following details are available for each project:
- Name
- Start
- Finish
- Status
- Project Manager
- Percentage of Completion
You can add this section once to every tab.
Tips
- You can adjust the configuration at any time. However, the earlier you determine the configuration, the easier and quicker it is for your colleagues to provide all the necessary information.
- Hiding fields: when you remove a field from the program details, the data is no longer part of the program details, but it is not deleted. If you add that program field back to the configuration at a later time, the information will be displayed again.