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Whenever a situation requires a single project to be completed throughout multiple or even all locations, you have the ability to create a Multi-Program. Using Multi-Program allows you to perform projects that are exactly the same and/or significant projects where multiple locations are involved and impacted. For example, if the company is going through a rebranding process, some of the new developments are to change the company’s colors and logo. This affects all locations and using the Multi-Program affords you the opportunity to potentially create 3 separate programs where:

  • All locations receive paint job to reflect the new colors scheme
  • Removing the old logo on top of each location's building
  • The placement of the new logo on top of each location’s building

Programs Tab with Multi ProgramsImage Added

You access Multi-Programs by clicking the Programs tabs from within the module. Each Multi-Program is easily identifiable by its own program ID#. Navigating within the Programs tab is very similar to the Projects tab where you are able to:

  • Adjust filters and columns
  • Access drop-down menus
  • Search by budget

Creating a Multi Program

Inside of a multi-program, it consists of:

  • Program Manager
  • Individual projects
  • Program Budget
  • Batch Status

In order to create a multi-program, one must have the secondary role of Program Manager in Service Automation. This role also has similarities to the Projects Manager’s role where it can create an individual project for a single location.

Establishing Individual Programs in a Multi Program

When creating a multi-program, you can include up to 200 locations per project. This means a project can be distributed at the same time across all your locations where the timetable for the multi-program’s start and completion date is the same. Once a program is created, each individual project goes through its own project lifecycle. A program manager can reassign a project to a project manager at that specific location. In doing so, it allows for precise dedication towards the project at its location.

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