Use the following procedure to create a Program record.
To Create a Program Record
Step 1 Select Projects > Programs from the Menu Bar.
Step 2 Review the Programs page. The system displays various Programs portal sections.
Step 3 In the Related Links – Programs portal section, click the Expand icon to open up the various Programs links.
Click Create a Program.
Note – In addition to this Projects > Programs page, many of these Related Links also appear in the Projects > Capital page, the Projects> Funding Sources page and the main Projects page.
Step 4 Review the form that appears.
Enter the Program data, including the Name and other relevant information.
Click Create Draft to save the data and create a new record.
Note – A Program record also may be created via a Funding Request record. For information about creating and submitting a Funding Request, go to the IBM TRIRIGA 10 Information Center and select Maintaining operations and services.General Tab – Before Record Creation
General Section
ID Enter a unique identifier for the Program record being created.
If this field is left blank, the system automatically generates the ID at the time of creating the Program record.
General Section
Status The system displays the current status of the Program record being created. This field is a read-only field. The different statuses of the Program are explained below.
Draft - Indicates that the record is yet to be created. The system
generates this status when the user selects the Create Draft action in the Action bar.
Review In Progress – Indicates that the record has been sent for approval and is yet to be approved by all the members in the distribution list. The system generates this status on clicking the Issue action in the Action bar.
Issued – Indicates that the record is active. The system generates this status when the user selects the Issue action in the Action bar.
Revision in Progress - Indicates that the record is being modified. The system generates this status when the user selects the Revise action in the Action bar.
Retired - Indicates that the record is retired. The system generates this status when the user selects the Retire action in the Action bar.
Completed – Indicates that the record has been processed and all the tasks associated with the record has been completed. The system generates this status when the user selects the Complete action in the Action bar.
Program Name Enter a unique name to identify the Program record that is being created.
Category Use the Search icon to specify the category to which the Program belongs. In the search list, the system displays the different Program categories, such as Cost Reduction, that are defined in the Program and Initiatives Categories business object under Classification hierarchy.
General Section
Type Use the Search icon to specify the type to which the Program belongs.
In the search list, the system displays the different Program types. The types may include the following:
Capital Planning
Environmental
Facility Assessment
Infrastructure
Mobile Worker
Renovation
Stimulus
Description Provide a brief description for the Program record being created.
Details Section
Start Date Use the Calendar icon to select the date on which the Program starts.
End Date Use the Calendar icon to select the date on which the Program ends.
Approved Date This date on which the Program is approved by the members in the approval distribution list. When the record is yet to be created or issued, this field is a read-only field.
Responsible Organization
The organization with overall responsibility for the Program.
Click the Search icon and select from the organizations displayed by the system.
Customer Organization If applicable, the customer organization associated with the Program.
Click the Search icon and select from the organizations displayed by the system.
Parent Program If applicable, the higher-level Program to which this Program belongs.
Details Section
ARRA Funds? Select the check box if the Program is associated with the American Recovery and Reinvestment Act (ARRA).
Note – When this check box is selected, the Federal Funding Details section appears below with the next refresh.Federal Funding Details Section
Note – When the ARRA Funds? check box is selected in the General section above, this section appears with the next refresh.Use the Federal Funding Details section to enter any funding details on the federal level, related to the Funding Source record. This information may include the following:
DUNS Number (9-digit number issued by Dun & Bradstreet and required by the federal government)
Year (use the Search icon to specify the year)
CFDA Program Number (5-digit number assigned by the Catalog of Federal Domestic Assistance)
CFDA Program Title
Treasury Account Agency Code (2-digit code of full 9-digit Treasury Account Symbol)
Treasury Account Code (4-digit code of full 9-digit Treasury Account Symbol)
Treasury Sub-Account Code (3-digit code of full 9-digit Treasury Account Symbol)
Recipient State
Recipient Zip
General Tab – Attention Section
When you click Create Draft on the Program form, the system may display an Attention message.
Use the following procedure to satisfy the missing requirement.
To Satisfy the Attention Requirement
Step 1 Review the Attention message for the missing requirement.
To Satisfy the Attention Requirement
Step 2 To satisfy the requirement, click the Contacts tab and click the Program Manager role.
Step 3 In the Contact section, enter a Name of the Contact and click Save & Close.
Step 4 Return to the Program form.
Click Create Draft to save the data and create a new record.
The system creates the record in Draft status and exposes additional sections in the General tab and a new Summary tab.
General Tab – After Record Creation
Note – After the Program record is created, a new Sub-Programs section, Projects section, and Funding Requests section appear in the lower portion of the General tab, as described below.
Note – After the Program record is created, a new Summary tab appears to the right of the General tab. For a discussion on the Summary tab, see Summary Tab below.
Note – After the Program record is issued, a Bulk Create Projects action appears in the Action bar. Click this action to create and activate multiple child Projects within this Program, based on selectable Location templates, Capital Project templates and Funding Sources.General Section
The General section contains the same fields after the creation of the Program record (discussed above), as the fields before record creation.
Details Section
The Details section contains the same fields after the creation of the Program record (discussed above), as the fields before record creation.
Federal Funding Details Section
If the ARRA Funds? check box is selected in the General section, this section contains the same fields after the creation of the Program record (discussed above), as the fields before record creation.