Creating a program from a plan
You can create a new program when you are in a plan. HCL® Marketing Operations links the new program to the plan. The program areas that you choose in the program creation process are the program areas that are currently defined for the plan.
About this task
When you add a program from the plan summary page, the new program's program area is constrained by the plan's program areas:
- If the plan contains more than one program area, you must select the program area to which you want the new program to belong.
- If the plan contains only one program area, the new program defaults to that program area.
- To assign a different program area to a linked program, you must remove that program from the plan and then link the program to the other program area.
Note: When you add a program that is not linked to a plan, you can assign it to any program
area.
Procedure
Click the Add Program icon (
) on the plan summary page.
) on the plan summary page.
The process is similar to creating a non-linked program.