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:
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Summary information about the request.
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Tracking information.
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Attachments that are part of the request.
1.
Select Operations > Projects.
2.
Click Add Request (Page with plus sign and question mark image).
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 your organization undertakes. To request a project that uses IBM ® Marketing Operations- IBM ® Campaign integration features, you must select 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. If the template you selected allows these modifications, you can also:
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Add recipients
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Change recipient roles
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Change the duration periods for responses
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Change the sequence numbers that order request receipt and approval
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Specify whether a response is required
6.
Click Next to access each page of the wizard.
7.
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.
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Click Finish. The Summary tab displays for the new request.
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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.
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Click Save and Return to List on any page. The All Projects and Requests page displays.
8.
Submit the request to the first reviewer.
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If you created a single request, on the Summary tab click Change Status and select Submit Request.
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If you created multiple requests, submit them as described in To change the status of multiple projects or requests.
When the last required recipient approves the request, IBM ® Marketing Operations creates the project.
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