Template concepts
Templates consist of various components, some of which are described in detail here.
Object Templates
Templates for plans, programs, and projects are known as planning object templates. In cases where behavior is different among the object types, the specific behavior is described for each separate object type.
Standard tabs: plan, program, and project templates
Templates for IBM® Operações de Marketing plans, programs, and projects have the following standard tabs.
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Properties. This tab becomes the Summary tab when you create an object from the template. See Template Properties tab.
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Tabs. See Template Tabs tab.
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Attachments. See Template Attachments tab.
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Custom Links. See Template Custom Links tab.
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Customize Alerts.
Program and project templates have a Budget Approval Rules tab. See Budget Approval Rules tab.
Project templates also have the following additional tabs.
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Project Roles. See Project template Project Roles tab.
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Requests. See Project template Request tab.
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Campaign. See Project template Campaign tab.
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This tab is available only if IBM® Operações de Marketing and Campaign are integrated.
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Workflow. See Project template Workflow tab.
When you create a plan, program, or project from a template, the object includes the Budget and Analysis tabs in addition to the tabs listed here. If metrics were specified, the object includes a Tracking tab.
Standard tabs: invoice, asset, and offer templates
Invoice, asset, and offer templates have the following standard tabs.
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Properties. This tab becomes the Summary tab. See Template Properties tab.
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Tabs. See Template Tabs tab.
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Customize Alerts.
The invoice template also has a Budget Approval Rules tab. See Budget Approval Rules tab.
Offer templates also have the following additional tabs.
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Attachments. See Template Attachments tab.
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Custom links. See Template Custom Links tab.
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You cannot rename the standard tabs.
Custom tabs
You can add additional forms and tabs to a template on its Tabs tab. For more information about adding custom forms and tabs, see To add a tab to a template.
Field
A field is a single piece of data, such as the marketing manager’s phone number, or the data type of an attachment. A field is sometimes referred to as an attribute.
Fields can be standard or custom.
Metrics
Metric fields measure the performance of the object. Metrics Typical metrics include financial metrics such as cost and revenue, and performance metrics such as the number of contacts and the number of responses in a particular marketing campaign.
You can perform the following tasks.
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Set up metrics that calculate based on other metric values. For example, you could calculate that the profit of a campaign is the revenue minus the cost.
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Group metrics.
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Define both the metrics and their groups.
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Roll up metrics from projects to programs, and from programs to plans.
Attachment categories
You use categories to organize attachments into meaningful groups. When users add an attachment, they select the category that it appears in. For example, they might add a brochure as an attachment and put it under the category called creative ideas.
Deciding on a set of templates
When to create another template
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