Create relationship

Steps to create or modify a relationship between programs.

Companies > [Company] > Programs > Program Details > Relationships

To create a relationship do one of the following:

  • Double-click an existing program in the Relationships Canvas.

  • Drag-and-drop a program from the Available Program Template on top of an existing program in the Relationships Canvas.

When prompted, enter the necessary information into the Create Relationship dialog box, then click Apply.

Depending on program type, you will be prompted for some or all of the following information:

Setting

Program

Assessment Program

Dependency

Parent or child

n/a

Relationship

Source or inuring

n/a

Perspective

Company, contract, or net retained

n/a

Participation

100%, Gross, Net, Part 3, Part 4

Percentage

Inuring flow

All Downstream Programs, Next Program Only)

n/a

More than one program can be selected and dropped onto another program at one time; relationships are established in one dialog. A program can also be dropped onto the canvas but not onto another program and have no relationships. The arrows connecting the programs indicate the type of relationship (sourcing and assessment or inuring); refer to the key in the lower left corner of the pane for more information.

Click a program in the canvas to view and/or edit any relationships in the Relationship Properties Manager pane.