Create a new program from an existing program or from a template

If the programs within your organization are similar, as a program manager you may want to create a new plan from an existing plan. When you save a program as a new program, all projects, subprojects, and their respective events are saved in the new plan. This can save considerable time, especially if your organization uses complex programs.

Note: If you are saving a new plan from a plan that is a template (the Template field on the Overview tab is set to True), you have the option of including the program deliverables associated with the template and adding checklists. If you are saving a new plan from a plan that is not a template, you do not see those options in the Save As panel.

Your administrator can also configure the Save As panel to:

• Display only specific properties or set certain fields as mandatory.
• Include plan levels, such as projects and subprojects.
• Include program, project, and subproject contents, such as events, risks, criteria, issues, opportunities, schedules, and changes.
• Enable selection of which program contents to copy when saving from a template.

Note: If the existing program you are saving as a new program contains attached schedules, the schedules are not carried over to the new program.

Procedure

1. Navigate and open the program from which you want to create the new program.
2. Click More Commands > New > Save As.
3. In the Save As panel, complete the program fields.
4. (Optional) To include the program's deliverables (including deliverable instances and attachments) in this new program, select Include Deliverables.
5. (Optional) To include the program's checklists (including checklist questions) in this new program, select Include Checklists.
6. Click Save to create the new program.

Program Planning, 2606 — Unpublished work. © 2025 Siemens