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Configuring a program type

Clipboard icon with a pencil on a blue background, which leads to the project type configuration step.
Clipboard icon with a pencil on a white background, which leads to the project planning step.
Clipboard icon with a magnifying glass on a white background, which leads to the project tracking step.
Document icon with chart and check, with a white background, which leads to the step where the projects and programs in the structure are closed.
Clipboard icon with a check mark inside, which leads to the program closure step.

 

Prerequisite

  • Access to the Configuration > Classification > Program type (PR056) menu.

 

Introduction

The Program type (PR056) menu allows for adding program types to be used to classify programs created in the system. This categorization makes it easier to organize and identify initiatives, on the basis of their characteristics and purposes.

Types are displayed in a hierarchical structure, enabling a clearer and more segmented view of the available categories. This contributes to a more efficient management, in alignment with the organizational structure.

This article will show how to configure a program type. The type created during this demonstration will be used to plan a digital transformation program.

 

Configuring a program type

Watch the video below and learn how to configure a program type quickly:

  • Click here and learn how an identification mask works.
  • Click here and learn how to work with attributes.
  • Click here for more details about view profiles.
  • Click here and learn how to configure the Approval and Closure tabs.
 

 

Conclusion

Now that the program type is duly configured, the next step is to plan a program.


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