Dear Karen, I've set up several clients to use year based programs. One of the advantages of this approach is to set up the current and next year's programs now, and put projects into next year's program if and when the decision isn't to do it now. It also lets you not only plan for this year, but the next. However, if you wanted an evergreen program, you could shift the form from the program level to the project level and update the default option in the template every year to have the 'current year' choice by default (but for the outrider projects very early or late, you can choose a different year choice). Without knowing more, my inclination is to think a different program every year - updating form defaults at the right time tends to get fiddly. Barry Buchanan Work Management Australia