4. Programs

Welcome to step four of the getting started guide, Programs. If you missed part three feel to search 3. Users.

This guide pertains to a component, Programs, that we recommend setting up before you create a project.

Programs may be company departments, categories of projects, or markets your company works in. Programs can help you manage projects with multiple teams from different programs or managing multiple projects with multiple different teams.

When you first log in to InScope you will likely land on the projects screen. We recommend navigating to the systems tab to do some quick set up of the background details for your projects. As highlighted below click the System tab in the top navigation bar.

Once in the system tab you will land on the general info section of the company settings. Go ahead and navigate to Programs as highlighted below in the left hand navigation bar.

Now you're on the programs screen. Programs are a powerful tool that allow you to group related projects or components of projects by program so you can view and manage the projects or components of projects by program.

Again, programs may be company departments (such as Architecture or Engineering), categories of projects (such as buildings or utilities), or markets your company works in (such as healthcare or parks and recreation).

You may have different project team members from different programs, and you may not want all your users to be able to access every part of every project. So you create a program, and any project or part of project in that program will only be manageable by the specific users or project members you assign.

Lets start by creating a new program. Go ahead and click the blue + Create Program button in the top right hand corner of your screen as highlighted below.

Now we'll be taken to the screen to create a new program. Just enter the name of your program, this may be a department, or category of projects you're working on. You can choose who the manager of your program is from the users you have already created. If you need to create a new user to be your program manger, simply navigate to the users section, or if you have any questions about the process look back at our Getting Started Guide 3. Users. Lastly you can enter a description of your program or any pertinent information related to the program.

Be sure to hit the green Save Program button just under the fields you just entered.

Now that we have saved our new program, we are taken to select which employees or users can access the projects within the program. Simply hit the check mark by the users that should have access or select all users if any user should be able to access this program.

Don't forget to hit the green save button just under the users after you have selected all that apply.

You can always edit a program as well. From the main programs screen, click the blue edit button next to the program you would like to modify. You will be taken to this same screen where you can modify all the details and users of the program you selected.

You can now create and edit programs, and you're now ready to create a project. Proceed to the next Getting Started Guide: 5. Create a Project & Project Info Tab.