Associate a Project with a Program (Projects Hub)

A project must be associated with a program in order for you to submit a schedule. Projects only display in the Submittals view when they are associated with a program. Use these steps to associate a project with a program using the Projects hub.

There are two ways to associate a project with a program. You can do it from the Programs hub Projects tab or from the Projects hub Overview tab. The steps below show you how to do it from the Projects hub. To see how to do it from the Program's hub, see Associate a Project with a Program (Programs Hub).

To associate a project with a program:

  1. In the Navigation pane, in Hubs, click Projects.
  2. If you are in the List view, click Switch to Detail View in the top right corner of the view.
  3. Use the project Search feature at the top of the view to search for and select the project that you want to associate with a program.
  4. On the Overview tab, do one of the following:
    • Hover over the Program field and click the Edit pencil to change the field to edit mode.
    • Click Edit in the top right corner of the view to change all fields to edit mode.
  5. In the Program field, select a program from the drop-down list.
  6. Do one of the following:
    • If you clicked the Edit pencil to change only the Program field to edit mode, Touchstone automatically saves the change when you click out of the field.
    • If you clicked Edit to change all fields to edit mode, click Save to save your changes.