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ElizabethWi
Level 3
August 15, 2017
New

Program Templates

  • August 15, 2017
  • 10 replies
  • 1578 views

It would be nice to have a template to create a program and all the projects within that program, as well as custom fields at the program level. This would be helpful for campaigns. We could remove the projects that are not applicable for the particular campaign. We could fill in the details for the campaign on the program level custom form.

There is no capability to copy programs, so we aren't able to copy a similar program. It has to be all manually re-created.

    10 replies

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    MikeCl1
    Level 3
    January 24, 2018

    Big missing feature for us, as well. Would be great if we could put project templates inside of a program template, and create them all in a designated portfolio in one fell-swoop.

    H
    HarryTh1
    Level 2
    March 6, 2018

    This would be incredibly helpful for us too...even basic template functionality such as custom forms, consistent document folder structure, etc. would save a lot of manual re-entry every time we set up a new program.

    A
    AmandaCr
    Level 3
    April 4, 2018

    This would be so great! We would also like the ability to be able to copy the "shell" of a program with the custom data.

    L
    LaurenHo2
    February 15, 2019

    We really need this for campaigns and large events that contain multiple projects!

    L
    LiaJa
    Level 2
    October 28, 2019

    +1 on this! Program templates for large events would be a game changer for us!

    laurak70440765
    laurak70440765
    February 12, 2020

    Yes please! Really looking for this feature. Has been the biggest roadblock in leader adoption in my team (so much manual entry)

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    MirandaMa
    September 30, 2020

    Yes - can't wait for this. Our program structure includes a certain amount of projects as standard, yet we have to set these project by project - arduous and not efficient.

    A program template with correct forms, planned effort etc will be a life saver. Also the ability to copy at a program level or copy multiple projects at one time will also be advantageous!

    S
    SoumenDa
    February 10, 2021

    HI there

    I can't wait for this either. This would be extremly helpfull. So far this is a huge challenge. We are working cross divisional on campaigns with a marketing mix managed by different Business Units. So have setup a program that includes different programs managed by different Business Units. These Program are repetitive for each launch and initiative and we would like to be able to setup this program with one click. Right now we have to put them together on a individual basis.

    So this update will be a huge improvement for our workflows.


    M
    MirandaMa
    February 28, 2024

    I wonder what progress has been made towards this?

     

    MM

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    MirandaMa
    February 3, 2025

    Still a big efficiency problem today - being able to have preset program templates that allow us to set an entire campaign at the click of a button would be amazing. We set hundreds of projects at a time and one by one is not efficient.  Program templates would solve a lot of issues.

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