To create a project
When creating a project, note the following.
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To create a project, you must have the appropriate security permission.
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When you create a project, you are the owner of the project.
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You can add other team members to the project (some of whom can also be project owners).
Follow these steps to create a single project based on a project template. Project templates are set up and maintained by an administrator. You can also create projects by copying a project, making up to 99 clones of a project, or responding to a project request.
1.
Select Operations > Projects.
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Click Add Project (Page with plus sign image).
The Add Project dialog opens.
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Select a template for your project.
An IBM ® Marketing Operations administrator sets up the templates for your organization. To access any of the IBM ® Marketing Operations and IBM ® Campaign integration features, you must select a template configured as a campaign project template.
4.
Click Continue.
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Complete the Add Project wizard: supply values for required and optional fields. Click Next to access all pages of the wizard.
6.
When you save the project, 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 project, use one of the following options.
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Click Finish. The Summary tab displays for the new project.
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Click Save and Duplicate. The system saves the initial project and then uses the same information to create another project. The Summary tab displays for the duplicate project: edit the default name supplied for the duplicate and for other fields as needed, then save that project as well.
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Click Save and Return to List on any page. The All Projects and Requests page displays.
Newly created projects are given a status of Not Started. To use the project to collect and share information, you change its status. See To start a project.
The tabs in a project differ depending on the template you used. A typical project contains tabs for project Summary information; the team of People; Strategy; a Workflow schedule of tasks, milestones, and approvals; Tracking of expenses and resources; Health Status for monitoring the project; and Attachments related to the project. When IBM ® Campaign is integrated with Marketing Operations, a campaign project also contains a Target Cell Spreadsheet tab.
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