Programs

Programs are the top-level containers in beadops. Each program represents a grant program (or similar initiative) and controls how projects, payment requests, and budgets behave for that program.

What Programs Include

  • Program info — Name, description, status, dates, budget and award amounts, participant counts, sponsor, and other metadata.
  • Tabs — Configurable tabs such as Dashboard, Financials, Payment Requests, Status Report, Milestone Summary, and custom tabs. Tab order and visibility can be set per program.
  • Projects — Projects belong to a program (and optionally an applicant). They inherit the program’s tab structure and settings.
  • Users and access — Program-level user access and roles determine who can view and manage the program and its projects.
  • Settings — Notifications, financial workflow steps, and other program-wide options.

Program Tabs

Typical tab types (configurable per program) include:

  • Dashboard — Widgets, metric cards, and overview content.
  • Financials — Budget view and financial workflow.
  • Payment Requests — List and management of payment requests for the program.
  • Status Report — Status reporting and KPI tracking.
  • Milestone Summary — Milestones and Gantt-style views.
  • Line items / custom fields — Program-defined line-item templates and custom fields that appear on project tabs.
  • Resources — Program- or tab-level files and links (e.g., templates, guidance).
  • Notes — Program-level notes.

Tabs can be reordered, set as default, and (where supported) hidden per project.

Program-Level Features

  • Budget categories and column types — Define budget category types and column types used in project budgets and contracts.
  • Payment request configuration — Workflow statuses, step templates, and main/invoice form field setup.
  • Status reports — Templates and metrics for program and project status reports.
  • Metrics and milestones — Program-wide metrics and milestones that projects can use and report against.
  • Roles — Program roles (e.g., Program Manager) that can be assigned to users at the project level.

Summary View

Programs can expose a summary view with:

  • Upcoming payment requests
  • Action items
  • Award distribution
  • Project locations
  • Budget-by-category visuals

This gives program managers a single place to see program health and activity.