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Summary Page - Program Module

The Summary page of the Program module is where you can manage the high-level details of your program. Use the Program module to group and manage capital projects. You can view your schedules and budgets from a high-level for:HVAC upgradesStore refreshesSignage updatesParking lot re-stripes

To navigate to the Summary page:

  1. Navigate to Program > Details > Summary.

    Use the links in the Navigation Pane on the leftmost side of the page.

  2. Follow a procedure below.

Edit a Program

  1. Click Edit.

    This displays in the Actions menu on the right side of the page.

    The page becomes editable.

  2. Edit the fields:

    • Photo

      To learn how to upload a photo to an entity's Summary page, see the Upload a Photo to an Entity Summary Page article.

    • Name

      To learn our best practices for naming programs, see our Naming Conventions in Lucernex walkthrough.

    • Description.

    • Project Managers

    • Default Holiday Schedule: Default holiday calendar for this program from this field.

    • Default Work Weekends:

      • Yes: Program schedule to count weekends as working days by default.

      • No: Program schedule to not count weekends as working days by default.

        You can change this setting at any time by crashing the schedule.

    • Currency Type: Default currency type for your program.

  3. Click Save Changes.

    This displays in the Actions menu on the right side of the page.

    The page refreshes, and is no longer editable. Your changes are saved.

Manage Entity Managers

ClosedDelete a Program

To delete a program:

  1. Click Edit.

    This displays in the Actions menu on the right side of the page.

    The page becomes editable.

  2. Click Delete.

    This displays in the Actions menu on the right side of the page.

    A dialog opens, asking you to confirm your choice.

  3. Select Yes.

    The window closes. The program is deleted.

ClosedAdd Fac. Project(s) / Add Capital Project(s)

To add capital projects:

  1. Click Add Fac. Project(s).

    This displays in the Actions menu on the right side of the page.

    The Capital Project Setup Wizard window opens.

  2. Follow a procedure below.

ClosedStep One: Org Chart Setup

To complete Step One of the Capital Project Setup Wizard:

  1. Choose between three options:

    • If you want to reference the Operating Org chart from a portfolio:

      1. Select the first option.

      2. Select the portfolio you want to reference from the field.

    • If you want to create an org chart by duplicating an org chart from a portfolio:

      1. Select the second option.

      2. Select the portfolio you want to reference from the field.

    • If you want to skip creating an org chart, select the Skip Initialization option.

      This option is selected by default.

  2. Select Next.

    Step Two of the Capital Project Setup Wizard window opens.

ClosedStep Two: Folder Setup

To complete Step Two of the Capital Project Setup Wizard:

  1. Select the folder template you want to use for your capital projects from the Capital Projects Folder Template field.

  2. Select Next.

    Step Three of the Capital Project Setup Wizard window opens.

ClosedStep Three: Assign Budget Template

To complete Step Three of the Capital Project Setup Wizard:

  1. Select the budget template you want to use for your capital projects from the Capital Program Budget Template field.

  2. To add budget columns:

    1. Select Add.

      This appears in the lower-right corner of the table.

    2. Select the budget column type you want to add from the Column Type field.

    3. Select Update.

      The budget column is added.

    4. Repeat steps a - c as necessary.

  3. To delete budget columns from the list, choose between two options:

    • Click Delete button A small red circular button with a white line through the middle. to the left of the budget column you want to delete.

      The budget column is deleted.

    • Click Delete All in the lower-right section of the table.

      All budget columns are deleted.

  4. Select Next.

    Step Four of the Capital Project Setup Wizard window opens.

ClosedStep Four: Schedule Setup

To complete Step Four of the Capital Project Setup Wizard:

  1. Select the schedule template you want to use on your capital projects from the field.

  2. Select Next.

    Step Five of the Capital Program Setup Wizard window opens.

ClosedStep Five: Facility Project Setup (Part 1)

To complete Step Five of the Capital Project Setup Wizard:

  1. Select the check boxes for the facilities for which you want to create capital projects.

  2. Select Next.

    Step Six of the Capital Project Setup Wizard window opens.

ClosedStep Six: Facility Project Setup (Part 2)

To complete Step Six of the Capital Project Setup Wizard:

  1. Select the project type from the Project Type field.

    Create a new group or category.

  2. Click Create / Update Projects.

    Lucernex begins to create the capital projects.

  3. Once the capital projects have been created, click Finish.

    The window closes.