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Creating a Program

Want to combine multi-phase projects into a single dashboard? Learn how to combine multiple projects to create a program dashboard summary.

Creating a Program

 

A Program in Join is a grouping of two or more projects that allows you to view and manage cost data across those projects in a single dashboard. To create, edit, or share a Program, you must have an active Join subscription and be a project administrator on the relevant projects.

To combine projects into a Program, use the following steps:

 

  1. When you log in to Join, you will land on the Projects page
    1. If you're in a project, click Projects in the navigation panel to navigate to the Projects page
  2. Click the + New Project/Program button in the top right of the Projects List.
  3. Click the New Program card.
  4. Filter/search for the projects you wish to combine and click the checkbox next to each project.
  5. Click the Select and Add Details button (the button label will reflect the number of projects selected, e.g., Select 3 and Add Details).
  6. Edit the Program details, including Program Name, Program Type, Program Location, and Main Program Image.
  7. Click the Create Program button.

Note: To create a Program, you must be a project administrator on at least two projects. 

Note: Only companies with a current Join subscription have access to create a new project or program. If you need to create a project or program, but don't see the button, please reach out to the Join Support team at support@join.build.

Program creation confirmation screen in Join

Editing a Program

A Program can be edited to update which Projects are included in the Program. To edit a Program:

  1. Click the Options button in the top right and select Edit Program.
  2. Select and/or deselect Projects from the list to update which Projects are included in the Program.
  3. Click the Select and edit Details button.
  4. Edit the Program details, including Program Name, Program Type, Program Location, and Main Program Image.
  5. Click the Save Changes button.

 

Note: Only the original creator of the Program can edit, share, or delete it.

To delete a Program, click the Options button in the top right of the Program dashboard and select Delete Program. Deleting a Program does not delete the individual projects within it.

Sharing a Program

To share a Program with other project teammates, use the following steps:

  1. Click the + Share button at the top of the program dashboard.
  2. Select the Name(s) you wish to grant access to the Program. The list of people can be searched, sorted, and filtered. 
  3. Click the Share button. 

Note: Teammates will view the shared Program with their most restrictive Cost Mode across all projects in the Program.