To add or remove a program area

About this task

Program areas are subsections of plans, allowing programs that are linked to the plan to be arranged into logical subgroups.

HCL® Marketing Operations administrators create the program areas from which you can choose.

Procedure

  1. Follow the steps for adding a plan until you get to the step of adding a program area.
  2. Click Add/Remove Program Areas (located under the Program Areas field).
  3. To add a program area, select a program area from the Available Program Areas field and click the right-pointing arrows to add the program area to the Selected Program Areas field.

    When you add a program area to the Selected Program Areas field, it populates the Program Areas field on the plan Summary tab.

  4. To remove a program area, select a program area in the Selected Program Areas field and click the left-pointing arrows to remove it.
    Note: Before you remove a program area you must first remove any programs assigned to it.