Follow these steps to create a new program in Argenta.

Step-by-Step Instructions

1. Navigate to Programs > Program List
2. Click the Add A New Program button. Argenta creates the program right away and opens its Program Details page, so you fill in the details on the record itself
3. Fill in the program details:
   • Program Name (required): Enter a descriptive name
   • Program Status: Select the current status (e.g., New, In Process)
   • Program Type: Choose the type that best describes the program
   • Program Category: Select an optional category for additional classification
   • Assigned To (Team Member): Select a team member responsible for the program
   • Program Start Date: When the program begins
   • Program End Date: When the program ends (leave blank for ongoing programs)
   • Budget: Enter the program budget amount
   • Is Program Currently Funded?: Select Yes or No
   • Program Description: Provide details about the program purpose and activities
4. If your organization uses organizational units, select Chapter, Division and Department. District and Precinct appear for political organizations
5. Click Save All Changes to save and keep editing, or Save All & Exit Record to save and return to the list. Cancel & Exit leaves without saving your latest edits

Tips

• Use clear, descriptive program names for easy searching
• Set a realistic budget early, you can adjust it later
• Assign a team member so someone is accountable for the program
• Because the record is created as soon as you click Add A New Program, an unwanted one needs to be deleted rather than abandoned