Projects
A project contains all the information related to developing and executing one or more related marketing deliverables or initiatives. This information can include a checklist or schedule of tasks that people working on the project must perform in order to prepare and produce the deliverables for the project.
For example, you might use a project called Monthly Trade Show to collect all the information needed for the one trade show each month that your organization attends. This information could include who attends the show, what equipment you need in the booth, copies of demonstrations of the product that you intend to present, collateral you want to hand out to customers, costs of promotional materials, and any additional information that pertains to the trade show.
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Projects can have subprojects. A subproject has all the same characteristics as a project. A subproject is linked to a parent project; any project linked in this manner is referred to as a subproject.
About projects and project requests
Project views
About campaign projects
To create a project
To create projects by cloning
To start a project
Project attachments tab
Project requests
To change the status of multiple projects or requests
To copy a project or request
Team projects and requests
To navigate from a project to a program
Linking projects
To assign work
Selecting projects or requests
To reconcile a project
To delete a project