Create and configure program types

A program type provides a way to manage sets of programs. Using the portfolio type, you can configure settings and apply business rules to all programs of that type.

Create program types

Create a program type before creating your first program. The predefined program type Enterprise is provided for you to use.

To create a program type:

  1. Prerequisite: You must 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 the following fields in the Create Program Type page:

    Field (* Required) Description
    *Program Type Name of the program type.
    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 drives 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

    Select Yes to enabled the program type. When a program type is enables, it can be selected to create a program.

  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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Configure access to a program type

Configure who can edit the program type and who can use the program type to create programs.

To configure access to a program type:

  1. Prerequisite: You must have the Edit Program Types access grant.

    If the program type is already defined to allow only users from the specified security groups to edit the program type as in step 4, in addition to having the access grant, you must also be a member of one of the security groups.

  2. From the main menu, select Search > Administrative > Program Types, and select the target program type.

  3. On the left side of the page, click Configure Access.

  4. In the Program Type Edit Access section, select who can edit the program type.

    1. To allow all users that have the Edit program Types access grant to edit the program type, select the All users with the Edit Program Type access grant option.

    2. To allow only users from some security groups to edit the program type, do the following:

      1. Select the Only users that belong to the groups below and have the Edit Program Type access grant option.
      2. Click Add Security Group.
      3. Select one or more security groups and click OK.

  5. In the Program Type Usage section, select who can use the program type to create programs.

    1. To allow all users to use the program type to create programs, select the All Users option.

    2. To allow only users from some security groups to use the program type to create programs, do the following:

      1. Select the Only users in the groups listed below option.
      2. Click Add Security Group.
      3. Select one or more security groups and click OK.
  6. Click Save or Done.

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Search for a program type to view or edit

You can search for a program type to view or edit.

To search for a program type:

  1. Prerequisites:

    • To view a program type, you must have the PMO: View Program Types or the PMO : Edit Program Types access grant.
    • To edit a program type, you must have the PMO : Edit Program Types access grant.
  2. From the menu bar, select Search > Administrative > Program Type.
  3. Click the program type link to view or edit.

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How program type policies affect program settings

If you change the settings of a program type, it has the following effects on the existing programs of the program type:

  • When a program type policy is overridable, the changes to the settings do not apply to the existing programs.
  • When a program type policy is not overridable, the changes to the settings are copied to the existing programs.

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See also: