Program and project templates
Program and project templates have additional tabs that customize the object instances made from the template.
If you have the Financial Module installed, program and project templates can contain budget information. You can set budget approval rules to manage expenses on the Budget Approval Rules tab.
You can set participant roles on the Project template's Roles tab.
Your organization might restrict your users from creating project instances. In that case, users must create project requests. Manage default rules for project requests on the Request tab.
Project templates contain a workflow tab. You can build a default workflow for the project instances built from this template.
If
IBM
®
Marketing Operations
is integrated with
IBM
®
Campaign
, you can create campaign projects. Campaign projects use features from both products.
Personalizzazione scheda Budget
Template Budget Approval Rules tab for automating line-item approvals
Project template Project Roles tab for including participants
Project template Request tab for configuring the request process
Project template Workflow tab
Creazione e modifica dei modelli di flusso di lavoro
Importing workflow templates
Exporting workflow templates
Scheda Campagna modello di progetto per la comunicazione con Campaign
Definizioni mappatura dati
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