Create and configure program types

Each program is associated with a program type on creation. A program type is used to default or impose business rules (or program policies) on programs of the program type. Using program types, PMO can standardize the management of different sets of programs in the organization.

Create program type

At least one program type must be created so that you are able to create programs in Program Management. The program type "Enterprise" is included in Program Management upon installation.

  1. Prerequisite: you should have the PMO: Edit Program Types access grant.
  2. From the menu bar, select Create > Administrative > Program Type.

    Alternatively, you can create a program type by copying an existing program type to which you have edit access.

    1. To search for the program type, from the menu bar, click Search > Administrative > Program Types, and click the program type name.

    2. In the top right corner, click Copy.

  3. Fill in the fields.

    Field (* Required) Description
    *Program Type Name of the program type. For example, enterprise.
    Description Description of the program type
    *Program Process Request Type

    The program process request type controls the fields that appear on the Program Details tab of the Program Overview page. The workflow associated with the request type will drive the overall program process.

    Request types available for selection are the ones that contain the PFM Program field group.

    Program Details is the out-of-the-box program process request type.

    Example: If you select Program Details as the program process request type, the Program Details tab displays the fields specified by the Program Details request type, and the programs of this program type go through the workflow of the Program Details request type.

    Enable This Program Type

    Whether this program type is enabled or not.


  4. Configure program policies as described in Configure program type policies.
  5. Click Create.

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Configure program type policies

Policies of a program type control how programs of the program type behave in different aspects. The policy settings of the program type are the default settings of the programs.

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Search for a program type to view or edit

To search for a program type,

  1. From the menu bar, select Search > Administrative > Program Type.
  2. Click the program type link to view or edit.

To view a program type, you should have the PMO: View Program Types or the PMO : Edit Program Types access grant.

To edit a program type, you should have the PMO : Edit Program Types access grant.

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See also: