To create a request

If you do not have permission to create a project yourself, you create a project request. After you create the request, you must submit it.

When you create a request, the pages in the wizard that you complete differ depending on the type of project you want to create. A typical request can contain the following sections:

Summary information about the request.

Tracking information.

Attachments that are part of the request.

1.	Select Operations > Projects.

2.	Click the Add Request icon ().

The Add Request dialog opens.

3.	Select a template for your request.

Your administrator sets up project templates that correspond to the types of projects that fit the needs of your organization. To request a project that uses any of the IBM® Unica® Marketing Operations and IBM® Unica® Campaign integration features, you must select a template configured as a campaign project template.

4.	Click Continue.

5.	Complete the Add Request wizard: supply values for required and optional fields.

Each request identifies recipients to review and redraft or approve the request. However, depending on the template, you may or may not be able to add a recipient or change supplied values for each recipient's role, the sequence number that defines the order in which they receive and must approve the request, how long they have to respond (duration), or whether their approval is required.

6.	Click Next to access all pages of the wizard.

7.	Click Finish.

8.	When you save the request, the system verifies that all required fields have a value. It also completes optional fields by supplying default values from the template when available. To save your request, use one of the following options.

Click Finish. The Summary tab displays for the new request.

Click Save and Duplicate. The system saves the initial request and then uses the same information to create another request. The Summary tab displays for the duplicate request: edit the default name supplied for the duplicate and other fields as needed, then save that request as well.

Click Save and Return to List on any page. The All Projects and Requests page displays.

9.	Submit the request to the first reviewer.

If you created a single request, click the Status icon (

) and select Submit Request.

If you created multiple requests, submit them as described in To change the status of projects and requests.

When the last required recipient approves the request, IBM® Unica® Marketing Operations creates the project.