Programs Workspace
The Programs workspace allows you to create and manage programs of interconnected projects and transactions. The data from these projects and transactions filters up to the program-level, allowing users to see their data all in one place. When a project is the child of a program, its budget can also be shared and overridden at the program-level.
In the Collections pane of the Programs workspace, you can create programs, configure the Collections pane, and export collections records to a .csv file.
To create a program:
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Open the Programs workspace.
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Click the Create button 
in the toolbar on the right side of the Collections pane.
The Create New Program page opens.
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Enter the program name in the Program Name field.
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Select the program type from the Program Type field.
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Select the status of the program from the Status field.
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Enter a description of the program in the Description field.
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Select the appropriate value from the following fields:
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Country
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State/Province
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City
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Enter the hierarchy in the Hierarchy type-ahead field.
Use this type-ahead field to select the level of hierarchy from those used in the application by your organization. This field is used to categorize records - for example, the hierarchy you may use to categorize a building may be North America / United States.
Important!
All child projects and transactions must be within the same hierarchy as the parent program.
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Select the budget type your program will use from the Budget Type field.
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Select the accounts payable system your program will use from the AP System field.
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Enter the general ledger your program will be associated with in the General Ledger type-ahead field.
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Enter the cost center your program will be associated with in the Cost Center type-ahead field.
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Select the currency this program will use from the Currency field.
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Click in the Currency Date field and use the date picker to select the date to be referenced for currency conversion.
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Click the Save button below the toolbar on the upper-right side of the Collections pane.
The Create New Program page collapses. The new program appears in the Programs workspace.
Create a Program