Creating a Program

Only Program Leads can create programs.

  1. From the Programs page, on the toolbar, click .
  2. Enter these details:

    Type. The type of object, typically Program.

    Name. The name for the program. You cannot create a program with the same name within the same company. However, you can create identically named programs in different companies.

    Select Policy. Select a policy from the list menu. (There may be only one policy.)

    Description. A brief description of the program.

  3. Click OK.