Adding projects and programs to the schedule
 |
 |
 |
 |
 |
Prerequisites
- Access to the Management > Program planning (PR053) menu or to the Management > Program tracking (PR054) menu.
- Previously planned program.
Introduction
The schedule allows for building a structure of projects, programs, and portfolios to graphically represent their information.
The schedules of objects are accessed through the 
button in their respective creation and planning menus.
Adding projects and programs to the schedule
Watch the video below and learn how to add projects and programs to the schedule:
Adding a recurring project to the schedule
When a project is added to the schedule, a creation wizard will open. See how to configure the Recurrence wizard step:
Recurrence pattern
Define how the occurrence frequency will happen.
Weekly
The recurring project will occur every certain number of weeks and on specific days.
In the Every ___ week(s) on field, enter the desired number of weeks and check the days of the week that correspond to the days on which the project will occur. For example: every 1 week on Monday and Wednesday.
Monthly
The recurring project will occur on a specific day of the month. To this end, select one of the following options:
- On the __ every __ month(s): select this option in order for the recurring project to occur on a certain day, after a certain number of months. For example: on the 15 every 2 months.
- The ____ every __ month(s): select this option in order for the recurring project to occur on a certain day of the week, always after a certain number of months. For example: the last Wednesday every 1 month.
Yearly
- The recurring task will occur on a specific day of the year. To this end, select one of the following options:
On ___: select this option in order for the recurring project to occur on a specific date of the year. For example, on June 29th. - The ___ of __: select this option in order for the recurring project to occur on a certain day of the month in the year. For example, the last Wednesday of June.
Range of recurrence
In this section, define the period during which the project recurrence will be applied:
Starts on: this field is automatically filled in the by the system with the current date, but it can be edited. In this case, select the date from which the project recurrence will be valid.
Then, use one of the following options to define when the recurrence will end:
- Ends after __ occurrences: select this option and enter after how many occurrences the recurrence of the project will end.
- Ends on __: select this option and enter a specific date on which the recurrence of the project will end.
Once the recurring project is created and the program planning is finished, whenever the recurrence date is reached, the system will create a new project automatically in the Project planning (PR011) menu.
Conclusion
Now that the projects and programs have been added to the schedule structure, the next action is to send the program to the next step.
For more information on any program schedule resources, refer to the How schedules work article.