The Program Module enables users to create, manage, and monitor programs efficiently within their workspace.

Overview

The Program module provides a centralized interface to organize multiple projects under one strategic program, define budgets, set priorities, assign responsibilities, and track progress through a visual dashboard.

Steps to Create a Program

1. Log in to the application.
2. Navigate to the left menu → Program.
3. Click on the “New Program” button.
4. Fill in the following required fields:
   • Program Name: Enter a unique program name.
   • Organization: Select the organization from the dropdown list.
   • Start Date: Choose the start date for the program.
   • End Date: Choose the end date for the program.
   • Priority: Set the program’s priority level (e.g., High, Medium, Low).
   • Assign To: Select the responsible team member.
   • Budget: Choose a predefined budget.
   • Budget Amount: This field auto-fills based on the selected budget.
5. Click “Save” to create the program.

Users can edit or delete a program by clicking the three-dot (kebab) menu beside the program entry.

Program Dashboard View

To access the Program Dashboard View:

• Log in to the application → Go to the left menu → Program → Enable Dashboard View (located beside the New Program button).

The dashboard displays key performance indicators (KPIs) and visual insights, including:

• Total Programs
• Total Budget
• Total Overdue Programs
• Budget Utilization

Additionally, the dashboard includes:

• Expense Summary by Program
• Actual Budget vs. Actual Spent (comparison chart)
• Program Progress (displayed in graphical chart format)