Adding a new program from a plan
You can create a new program when you are in a plan; HCL® Marketing Operations links the new program to the plan. The program areas you choose in the program creation process are the program areas currently defined for the plan.
After you click the Add Program icon (
) on the plan summary page, the process
is similar to creating a new, non-linked program.
Linked programs
If you add a program from the plan summary page, the new program's program area is constrained by the plan's program areas.
- If the plan from which you add a program contains more than one program area, you will be asked to choose the program area to which you would like the new program to belong.
- If the plan contains only one program area, the new program will default to that program area.
- If you want to re-assign a different program area to a linked program, you must first remove that program from the plan, then link the program to the other program area.
Non-linked programs
If you add a program that is not linked to a plan, you can assign it to any program area.