Create a programme
- Open Programmes. If the organisation has not activated it, use Enable Programmes when offered and wait for setup.
- Choose New Programme.
- Enter a name, description, status, start and end dates, and objectives as appropriate.
- Under What will this programme achieve?, use Add an objective to choose a measure, name it, and set a target. For a manual measure, enter progress so far.
- Choose Create Programme.
The status can be Planned, Seeking Funding, Active, Paused, Completed, or Archived. Use Seeking Funding for programmes that should appear in the Fundraiser View.
Keep a programme current
Open the programme and choose Edit to update its details and objectives, then Save Changes. An objective’s data source cannot be changed after it is saved. If the app says some objectives could not be saved, reopen the edit page and check them even if the programme itself was saved.
Saving… or Sync delayed means the record is still being brought into the browse list. Avoid creating the same programme again while waiting.
Use Archive when retiring a programme. Read the confirmation carefully: the archive action warns that it cannot be undone.
Continue with funding needs or impact and reporting.