If you have permission to create programs, you can add a program. As part of adding a program, you select a template set up by an IBM Marketing Operations administrator.
After you create a program, you can start the program at any time. Starting the program makes it active and changes the status of the program to In Progress.
Program views
IBM Marketing Operations organizes programs in views.
v The All Programs view lists all programs. It also contains links to the Active Programsand My Programs views.
v The Active Programs view lists all the programs that are now in the In Progress state. The Active Programs view is the default view.
v The My Programs view lists all the programs that you own or are part of as a team member.
You can also access the different views of programs using the Actions menu. It contains links to each of the program views. In any view, you can change the sort order by clicking on the column you want to sort by. Click the column a second time to reverse the sort order.
Additionally, you can search for a program.
Summary information for programs
On the program Summary tab, IBM Marketing Operations lists summary information about a program, such as status and security policy. By default, the Summary tab for the program displays when you select a program from the Program List page. Any projects linked to the program are listed on the Summary tab as well.
From the Summary tab, you can also perform tasks such as changing program status, adding a request, editing the program, linking an existing project, or removing a linked project.
Supporting projects and requests
At the bottom of the Summary tab, the Supporting Projects and Requests section displays information about all child projects for the program. This list shows the name of the project, the name of the project owners, the project ID, the date and time when the last person updated the project, the target start and end dates of the project, and the project status.
To add a program
When adding a program, note the following
v To add a program you must have permission to add a program.
v If you add a program, you are the owner of the program.
v You can add other team members, some of whom can also be program owners.
1. Click Operations > Programs.
2. Click the Add Program icon ( ).
3. Select the appropriate template for your program.
Your administrator sets up templates that correspond to the types of programs that fit the needs of your organization. For more information about templates, see the IBM Marketing Operations Administrator’s Guide.
4. Click Continue.
On the Summary page of the program wizard, you can click Add/Remove Membersto add team members to the program. You can add members as either owners or participants in the program. For details, see “About team alerts” on page 109.
5. Fill in the fields and continue clicking Next and filling out the required fields until you reach the Attachments page. The required fields have a double asterisk (**) next to them.
The number and content of your program pages differ depending on the template you use. A typical program contains program summary information, perhaps some additional information pages, and attachments of documents related to the program.
To start a program
You can start any program you created, or any program for which you are listed as an owner. Additionally, a user can have permission to change the status of all programs. These permissions are assigned based on a user’s role in the security policy for the program.
1. Click Operations > Programs.
2. Click Actions ( ) and select a view, such as My Programs or All Programs, that includes programs in Not Startedstatus.
3. Click the name of the program you want to start. The Summary tab displays for the program.
4. Click Status ( ) and select Start Program.
A dialog box opens so that you can add comments or additional information about the program.
5. Click Continue. The program status changes to In Progress.
To add new project requests and projects to programs
After you create a program, you can create a project request or project from within the program. When you do so, IBM Marketing Operations automatically links the project request or new project to the program.
After you add a project request or a project to a program, you cannot change the security policy of the project request, project, or program. You must remove the item from the program to change the security policy.
1. Navigate to the Summary tab of the program that you want to contain the new project request or project.
2. Click the Manage Linked Objects icon ( ) and select Add Request to create a project request, or Add Project to create a project.
The wizard for adding a project request or adding a project opens 3. Do one of the following.
v Follow the steps in “To request a project” on page 46 to add a project request and associate it with this program. After a user accepts the request, the project created from this project request is also part of this program.
v Follow the steps in “To create a project” on page 43 to add a project and associate it with this program.
When you complete the steps, the project request or project opens to the Summary tab. The Summary tab has a field called Parent Items and Code. This field contains a link to the program of which the project is a part.
4. Click the link to open the program.
Scroll to the bottom of the Summary tab of the program to view a list of all the projects contained in the program.
To link an existing project to a program
Before you can link an existing project to a program, there must be existing projects in your system and you must have the appropriate permission.
After you create a program, you can link existing projects to the program. When you link a project to a program, all the team members listed in both the project and the program receive an email message informing them of the link.
1. Navigate to the Summary tab of the program that you want to link to an existing project.
2. Click the Manage Linked Objects icon ( ) and select Link Existing.
A dialog box appears for you to specify the projects to link.
3. Enter search criteria in the Find by name or code field.
4. Click Find.
Note: The Search Results field displays only projects that you can link to the program. Only projects with the same budget granularity and security policy as the program will are available. Programs with a status of Canceled, Deleted, or Completed never appear in Search Results.
5. In the Search Results field, select the projects to link.
6. Click >> and << to move projects into or out of the Selected Items to Link list box.
7. Click Save Changes to create child links to the projects you selected.
The projects you added appear in the list of projects at the bottom of the Summary tab of the program.
Security considerations for linking projects and programs
Linked projects and programs must have the same security policy. After you link a project to a program, you cannot change the security policy of either object without first removing the project from the program.
In order to add projects to the program, you must have Edit Summary Tab permission for each project you want to add. If you do not have this permission for one or more projects, ask your administrator for help.
To navigate from a program to a plan
You can link the programs you create to a plan. A plan can contain several
programs and helps organize programs in logical groups. After you link a program to a plan, you can navigate to the plan from within that program.
1. Navigate to a program that has a parent plan.
The Summary tab has a field called Parent Items and Code. This field contains a link to the plan that the program is part of.
2. Click the link to open the plan. The Summary tab of the plan appears. Scroll to the bottom of the Summary tab of the plan to view a list of all the programs contained in the plan.
3. Click the name of the program you were just in to go back to that program.
To remove projects from programs
You can remove new project requests, new projects, and existing projects from a program.
1. Navigate to the Summary tab of the program that contains the project you want to remove.
2. Click the Manage Linked Objects icon ( ) and select Remove.
The Remove Project Links From Program window appears.
3. In the Linked Project/Request list box, select the project requests or projects to remove.
4. Use the arrow button to move selected items to the Selected Items to Remove list box.
5. Click Save Changes.
The project requests and projects no longer appear in the list on the Summary tab of the program.
To delete a program
When you delete a program, IBM Marketing Operations checks to see if the program contains links to any projects. If so, you cannot delete the program until you remove all linked projects.
1. Select Operations > Programs.
2. Select the check box next to each program to delete.
3. Click the Delete this Item icon ( ).
The selected programs are deleted from the system.
Note: You can also delete a program when you have the program open. From any tab, click the Delete this Item icon ( ) in the IBM Marketing Operations toolbar.