After you create a plan, you can link existing programs to it.
About this task
When you link a program to a plan, all the plan participants receive an email message that
informs them of the link.
Procedure
-
Go to the plan to which you want to link a program.
- Click the Manage Linked Objects icon
(
) and select Link Existing.
The Link Existing Programs to Plan window
appears.
- Enter a string in the Find by name or code field
and click Find or leave the field empty and
click Find
Note: The Search Results field shows only programs that you can link to the
plan. Only programs with the same budget granularity and security policy as the plan are available.
Programs with a status of Canceled, Deleted, or Completed never appear in Search
Results.
-
In the Select a Program Area field, select a program area. The program
belongs to the program area that you choose.
- In the Search Results field, click
the programs to link to the plan.
Note: To select more
than one program at a time, press the Ctrl key
and click each program.
- Click the right-pointing arrows. The Selected
Items to link field populates with your selections.
To clear a program, click the program in the Selected Items to link field
and click the left-pointing arrows.
- Click Save Changes.
Results
The program appears in the Supporting Program(s) field
on the Plan Summary tab.
Linked programs appear with summary
information on the Plan Summary tab in the Supporting Programs field.
Click the program name to be taken to the Summary tab for that program.
