The Program Home page's Overview tab presents an overview of the Program's essential details. This tab provides a program-wide summary of budget, related expenses, and summary transaction information, enabling users to assess overall Program health. A list of projects with budget, committed value, expenses, pending expenses, committed balance, and outstanding budget will be visible to users. By default, this view displays only Active projects. However, users can modify the view by selecting All, Cancelled, Complete, Consolidated, Hold, or Proposed Projects from the project drop-down menu. Users can also use the "Search" window to look for specific information as needed.

At this point, users have the option to establish default values that will be assigned to all entries in an instance's fund accounts. These entries may include initial funding, credit and interest entries, as well as funds returned through project budget transfers resulting from project completion, cancellation, and so on. Users will specify defaults for the site name, project name, budget group, object code, category, and subcategory.

Users with specific permissions can modify Fund Account Defaults. They can achieve this by clicking on the "Edit" button located in the top right corner and making the necessary changes. Once the changes are complete, they can choose to either commit them by selecting "Save" or restore the previous settings by clicking "Cancel."

Funds are defined for your organization in the Funds & Series section of the Fund Sources tab:

A user with certain permissions will be able to access and/or edit Fund Source details. To Add a Fund:

· Click “Add Fund”

· Complete Required Details for Fund

· Click “Next”

· Completed Required Details for Series

· Click “Next”

· Set the Fiscal Year

· Click “Next”

· Review and Confirm new entry

· Click “Create”

To add a Series to an existing Fund, expand the carrot next to the fund where you’d wish to add the new series. Click “Add Series”, provide the required series information and click “Create & Save Series” to add a new series. Please note, if you may only have one active series at a time. The default will be to Active Series, meaning funds are available for use, with any new series you create. Toggle the boolean to off to proceed if an active series already exists in the Program where you’re attempting to add the new series.

To edit an existing Fund and/or Series, select the fund or series you wish to edit, make any changes needed and select “Save” to commit those changes or “Cancel” to restore previous settings. Series exist under each fund – to access series, expand the carrot for the fund it’s associated with. Then proceed as described to edit.

The Risk Register, as part of the Program Home, will help you identify potential risks to the Program and how to deal with them should they become issues. As a general rule, users will deal with events assigned the highest priority first. To add your first risk event, click “Add Risk”.

Users will add Risk Details to the new risk event. Select a risk category, provide a description, the date the risk was identified, impact to schedule (if any) and cost impact (if any). Also add the impact description to identify what will happen should the risk not be mitigated or eliminated.

Next, provide an Impact description and assign the Impact and Probability associated with the new Risk. Impact, on a scale of 1 (low) to 5 (high), identifies the affect the Risk will have on the Program. Probability, on a scale of 1 (low) to 5 (high), shows the likelihood of the risk actually happening. Impact and Risk, multiplied, determine the Risk’s priority.

Finally, provide steps towards mitigation of the Risk and date of mitigation action. Notes regarding contingencies related to the Risk can be added as well. An owner of the Risk must also be assigned. Users can manage risks based on status – from Open to Closed with several steps in between to manage the risk from beginning to end.

All Program-related Risks added will be visible in the Risks tab of the Program Home page. They’ll appear in order of Priority (based on Impact and Probability, as noted above). Users can edit Risks by clicking on the Description. Users can also “Export” risks to Excel: Either the Program Risk Register as it appears; all associated Projects (discussed below); or Program level and associated Project level risks. By clicking “Add Risk” users can add additional Risks, as needed at the Program level.

ForSitePro provides the ability to manage files at the Program level. In the file tab of the Program Home page, users can create file directories and upload files to those directories. To create a directory, select “New Directory”. Then, simply drag and drop files into the directory. Think of Directories as folders.

Directories that are added will appear in the file tree in the left navigation panel. The right panel will contain the folders and their contents. Users can also create sub-directories (or sub-folders). To do so, select the Directory Folder you’d where you’d like to add a subfolder. Then select “New Directory”, name the Directory, and select “Create”.

Sub-Directories will appear under the Main Directory folder they’re associated with. This structure is visible in the left panel.

ForSitePro™ provides Users the ability to upload multiple files at once. To upload, select either the Directory or sub-Directory where you’d like the file to be added, Select “Upload Files” and navigate to the files you wish to upload. You can select one or many files and simply drag and drop them Directory you’d like.