Linking projects
Marketing projects often involve people from outside the marketing department, making it difficult to track everything with a single, comprehensive project.
For example, work for an upcoming trade show involves the following tasks, each a project in its own right.
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Identify and assign individuals to attend, present, cover the booth, etc.
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Produce marketing collateral.
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Design, build, and test a demonstration.
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Set up training sessions and speaking engagements.
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Generate the customer invitation list, create the invitation, send the invitation, track the responses, etc.
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Create and maintain the trade show web pages.
These individual tasks are tracked and managed within the respective departments, but this method never truly gives the coordinator a full view of whether the trade show will occur on time and without problems.
Using IBM® Marketing Operations, you can organize projects by creating parent-child relationships between them. A project coordinator can create a trade show project and all of the necessary individual projects, assign owners to each, and then create links from the trade show project to each of the subprojects. This method provides the project coordinator with a single view into the entire project.
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No data is exchanged between parent and child projects; the relationship is for organizational purposes only.
Subprojects overview
Details on the project-subproject relationship
To create a child project/request
To link a child project or request to a project
Security considerations for linking projects
To remove a parent-child project link
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