New programs

New programs are often added at the Program pane level but can also be added in the Program's Relationships tab by dragging a new program icon from the New Programs pane onto the Relationships Canvas.

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

You will be prompted for a program name, and if you drop the icon onto another program already in the canvas, also for the following information as applicable:

  • Parent or Child

  • Relationship (Source or inuring)

  • Inuring Flow (All Downstream Programs, Next Program Only)

  • Perspective (Company, contract, or net retained)

  • Participation (100%, Gross, Net, Part 3, Part 4)

If you drop the new program onto the top (parent) program, it must be a child to that program and cannot override and become the parent.