Program Management

Navigate to Program Management

Select Add Ad-Hoc Program

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

Select a program

Select Charge Code

Select Request Create VAR

Select Add Request

Fill in the required information

Select Add to complete or Cancel to exit without saving changes. 

The request will be routed to the Requests Module for approval 

Navigate to General Information

Select Edit

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

Navigate to General Information

Under Documents, Select Add

Select Document

Fill in the required information

Select Save to complete or Cancel to exit without saving changes.

Select an action

• Edit: Replace or modify the uploaded document.
• Download: Download the uploaded documents to the local device. 
• Delete: Remove the uploaded document.

Confirm the action

Navigate to POP

Select the list icon

Select the ellipsis icon

Select the desired action

• Documents: View or add documents associated with the selected Period of Performance (POP).
• Request Sub Charge Code: Submit a request for a Sub Charge Code.
• Change Logs: View the change history and recorded updates for the selected POP.

Confirm the action

Navigate to CLIN

Select the list icon

Navigate to Labor Category

Select the list icon

Select Assign Member

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

Select an action

• Edit: Select the edit icon to update an existing entry
• Delete: Select the trash icon to delete an existing entry. 
• Request Termination: Submit a request to terminate the employee.
• Remove Member: Remove a Subcontractor or Consultant. 
• Change Logs: View the change history and recorded updated for the selected LCAT and employee. 

Request Termination action is only available for current employees. Remove Member 

Confirm the action

Select the ellipsis icon

Select an action

• Request Recruitment: Submit a recruitment request.
• View Recruitment Request List: View recruitment requests.
• Request Subcontractor’s Member: Submit a request for a subcontractor member.
• View Job Recruitment List: View job recruitment records.
• More Information: View additional information.
• Request Consultant’s Member: Submit a request for a consultant member.
• Financial Hiring Manager: Assign a financial hiring manager.
• Non-Financial Hiring Manager: Assign a non-financial hiring manager.
• View Candidate Offer List: View candidate offers.
• Change Logs: View the change history and recorded updates.
• Duplicate: Create a copy of the LCAT.

Confirm the action

Navigate to Opening

Navigate to Workforce

Select a tab

• Employees: Internal personnel employed directly by the organization.
• Subcontractors: External personnel provided through a subcontractor to support contracted work.
• Consultants: External professionals engaged to provide specialized expertise or services.

Select a tab

Select an action

Confirm the action

Navigate to P&L

Select a tab

• Costs: View costs and expenses associated with the program.
• Budget: View the program’s budget and monitor allocated and available funds.

Navigate to Planning

Select Add

Select a POP

Edit details

• Select the carets to expand details
• Select the Add icons to add more employees
• Fill in planned employee salary, rate, and hours

Save the plan

Select Save to name the plan and complete or Cancel to exit without saving changes. 

Select an action

• Edit: Select the edit icon to update an existing entry
• Delete: Select the trash icon to delete an existing entry. 

Confirm the action

Navigate to Deliverables

Select a POP

Select Add

• Recurring: Deliverables that are required on a regular or repeated schedule.
• Non-Recurring: Deliverables that are required once or on a one-time basis.

Fill in the required information

Select Add to complete or Cancel to exit without saving changes. 

Select an action

• Edit: Select the edit icon to update an existing entry
• Delete: Select the trash icon to delete an existing entry. 

Confirm the action

Navigate to Modifications

Select Request Modification

Fill in the required information

Select Submit to complete or Cancel to exit without saving changes. 

Navigate to Subcontractors

Select the Subcontractor dropdown

Select Add Partner

Select a partner

Select Save to continue or Cancel to exit without saving changes. 

Select Request SubK

Fill in the required information

Select Add to complete or Cancel to exit without saving changes

Navigate to SubK Details

Select Add

Fill in the required information

Navigate to Modifications

Select Request Modification

Fill in the required information

Select Submit to complete or Cancel to exit without saving changes. 

Navigate to CLIN

Select the details icon

Navigate to Labor Category

Select the icon

Fill in the required information

Select Add to complete or Cancel to exit without saving changes. 

Navigate to Deliverables

Select a POP

Select Assign Deliverable

Select a deliverable type

Fill in the required information

Navigate to Workforce

Select a tab

Navigate to Invoice

Navigate to Consultants

Navigate to Agreement Details

Navigate to Modifications

Select Request Modification

Fill in the required information

Navigate to CLIN

Select the details icon

Navigate to Labor Category

Select the icon

Fill in the required information

Navigate to Deliverables

Select a deliverable type

Fill in the required information

Navigate to Workforce

Select a tab

Navigate to Invoice

Navigate to Personal Information

Navigate to Access

Navigate to Invoices

Navigate to Transitions

Select a tab

• Transition In: Taking over a program or engagement.
• Transition Out: Transferring or closing out a program or engagement.

Select Add Member

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

Select a tab

Select a section

Select Add Activity

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

Navigate to Contacts

Select New

Select contact type

Fill in the required information