Adding 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, Unica Plan automatically links the project request or new project to the program.

About this task

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. Go 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 (Page with pencil and chain links image) and select either 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. Complete one of the following actions:
    • Follow the steps in Submitting requests to add a project request and associate it with this program. After a user accepts the request, the project that is created from this project request is also part of this program.
    • Follow the steps in Creating projects 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 that is 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 that are contained in the program.