Creating a new Program, or if you call it a Portfolio/Roll-Up, is super easy! However, only your Organisation's Administrator can create them for you. The steps to create a Program are:


Step 1:From 'Your Account', go to the Admin area and access ‘Programs’ in the top menu. 


Step 2: From the tool bar within Programs, select ‘New Program’ and fill in the details.


 


Step 3: Once you've created a Program, you can then: