Marketing Operations list portlets

This section describes the Marketing Operations list portlets that are available for use on dashboards even if the Marketing Operations reports package is not installed.

Your system administrator selects the portlets that members of your organization can add to the dashboard with Settings > Dashboard Portlets. To manage your dashboards and add portlets to them, click Dashboard > Create Dashboard.

Standard Marketing Operations list portlets

Report

Description

Approvals Awaiting Action

List of approvals waiting for your action.

Manage My Tasks

Lists your Pending and Active tasks and Not Started and In Progress approvals. An option to change the status of each item appears.

For tasks, you can change the status to Finish or Skip.

For Not Started approvals, you can change the status to Submit or Cancel.

For In Progress approvals that you own, you can change the status to Stop, Finish, or Cancel.

For In Progress approvals that you are assigned to approve, you can change the status to Approve or Reject.

My Active Projects

Lists your active projects.

My Alerts

Lists your Marketing Operations alerts.

My Project Health

Lists the name, health status, percentage complete, and number of tasks that are assigned to you for each project that you own or that includes you as a reviewer or member. The percentage complete is calculated as:

(Number of Finished Tasks + Number of Skipped Tasks) ÷ Total Number of Workflow Tasks

To recalculate project health status, click

. The system recalculates the health status for display by this portlet only, not for use elsewhere in Marketing Operations.

Project health calculations can be made only at 5-minute intervals.

If you own more than 100 projects, click Show All to open the list in a new dialog.

To export listed project data into a .CSV file, click Export.

To view the Summary tab for a project, click its name. To view more metrics for project health, click the percentage complete indicator. To view the My Tasks list, click the number in the Tasks column.

My Requests

Lists requests that you own.

My Tasks

Lists tasks that you own.

Projects Over Budget

Lists all projects that are over budget for the calendar year. This report requires the Financial Management module.