Availability All Editions
Configure your own "Add Program" form to prompt users to fill out the most pressing information about a specific program.
Required User Rights
To add or change the "Add Program" form, your user group must have the Types (Add Form, Details, Overview) right under System Administration > System Configuration.
To add programs, you must have the Add Programs right under Project and Resource Planning > Programs.
Where to Find
You can change the "Add Program" form under Manage > Types.
The new form will appear for any user in your system upon adding a program.
How to Configure
All of the fields that you add must be editable program fields (i.e., you cannot add a system-generated KPI).
We recommend only configuring no more than what is truly required.
However, if need be, you can configure up to 100 program fields.
Optional vs. Required Fields
When adding program fields to the "Add Program" form, you can specify whether these fields should be optional or required.
When you first add a program field, it will automatically appear under Optional Fields. You can drag and drop these fields into the Required Fields section.
The following fields are always required fields:
- Name
- Start and Finish
Therefore, these fields are always included in the "Add Program" form by default.
NOTE: These fields are only required when manually adding a program. They will not be shown as required when using the Quick Import for Projects or the REST API.
Automatic Pre-Fill
When you manually add a new program, the resource linked to your user account is automatically set as the program manager. If your users frequently create programs for other program managers, it is recommended to include the 'Program Manager' field in the add dialog. This allows users to select the correct resource directly.