Programs

A Program is a funded initiative — typically aligned to a specific donor agreement or multi-year strategic plan. Programs are the organizing structure that groups related projects together under a shared results framework.

Examples of programs:

• WASH for All — USAID 2025–2027
• Girls' Education Initiative — GIZ & FCDO 2024–2026
• Community Resilience Program — World Bank 2023–2028

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The Programs List

Navigate to Programs in the left sidebar to see all programs in your organization.

📸 Figure 4.1 — Programs List Page

The Programs list page showing a grid of program cards. Each card displays the program name, status badge (Active/Draft/Completed), number of projects, donor logos, date range, and a budget summary bar. A blue "New Program" button appears in the top-right corner. A search bar and filter controls are at the top.

File: user-manual/images/04-01-programs-list.png

From this page you can:

• Search programs by name
• Filter by status (Active, Draft, Completed)
• Open a program by clicking its card
• Create a new program with the + New Program button

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Creating a Program

1. Click + New Program in the top-right corner of the Programs page
2. Fill in the program details:

Field	Required	Description
Program Name	✅	Full program name (e.g., WASH for All)
Description		Detailed program description for internal reference
Start Date	✅	Program start date
End Date	✅	Program end date
Status	✅	Draft, Active, or Completed
Donors		Select one or more donors from your donor registry

3. Click Create Program

📸 Figure 4.2 — New Program Form

The "Create Program" form showing all input fields. The donor field is an auto-complete combobox with a dropdown showing existing donors. A small "Add new donor" option appears at the bottom of the dropdown when a name is typed that doesn't match any existing donor. The "Create Program" and "Cancel" buttons are at the bottom of the form.

File: user-manual/images/04-02-new-program-form.png

Adding Donors

The Donors field lets you link one or more donors to the program.

• Select an existing donor: Start typing the donor's name. Matching donors appear in the dropdown. Click to select.
• Add a new donor on the fly: If you type a name that doesn't exist yet, an option appears to create it immediately. The new donor is saved to your organization's donor registry and linked to this program in one step.

TIP

Before creating programs, set up your donors in Settings → Donors & Funders. This ensures consistent donor names and information across all your programs.

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Program Detail Page

Click any program to open its detail page.

📸 Figure 4.3 — Program Detail Page

The program detail page with a header showing the program name, status badge, date range, and donor logos. Below the header are four tabs: Overview, Projects, Results Framework, and Team. The Overview tab is active, showing a description section and key statistics (total budget, number of projects, number of indicators).

File: user-manual/images/04-03-program-detail.png

The program detail page has four tabs:

Overview Tab

Shows the program description, key statistics, and a summary of linked donors with their logos and contact information.

Projects Tab

Lists all projects within this program. From here you can:

• See each project's status, budget, and progress at a glance
• Click any project to open its detail page
• Create a new project under this program using the + New Project button

📸 Figure 4.4 — Program Projects Tab

The Projects tab showing a list of project cards within the program. Each project card shows project name, status badge, location, date range, budget bar (planned vs. spent), and an indicator progress summary. A "New Project" button appears in the top-right.

File: user-manual/images/04-04-program-projects-tab.png

Results Framework Tab

Shows the program's Results Framework — the logical chain from Impact to Outcome to Output. See the Results Framework section below.

Team Tab

Shows the team members working on this program and their roles. You can add or remove members from this tab (requires Org Admin or M&E Officer role).

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Linking a Results Framework

The Results Framework visualizes how your program's activities connect to impact. It is built as a tree:

Impact (top level)
  └── Outcome
       └── Output
            └── Activities (logged in projects)

To build the results framework for a program:

1. Open the program → click the Results Framework tab
2. Click + Add Impact to create the root node
3. Click the + icon on any node to add a child node (Outcome or Output)
4. Enter a title and description for each node
5. Click Save

Indicators and activities can then be linked to specific Output or Outcome nodes when they are created.

📸 Figure 4.5 — Results Framework Builder

The Results Framework tab showing a tree structure with one Impact node at the top ("Improved water security in rural Rwanda"), two Outcome nodes below it, and three Output nodes at the bottom. Each node has a small +, edit (pencil), and delete (trash) icon. An "Add Impact" button appears at the top of the canvas.

File: user-manual/images/04-05-results-framework.png

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Editing a Program

1. Open the program detail page
2. Click the Edit button (top-right of the overview section) or the three-dot menu (⋯)
3. Update any field
4. Click Save Changes

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Archiving and Deleting Programs

• Archive (mark as Completed): Change the status to Completed via the edit form. The program remains visible but is filtered out of the active view by default.
• Delete: Click the three-dot menu (⋯) → Delete Program. This is permanent and cannot be undone. Programs with active projects cannot be deleted — you must close or move all projects first.

WARNING

Deleting a program permanently removes it and all associated data including projects, indicators, and reports. This action cannot be reversed.