Creating projects and requests

You can create either a project or a project request.

If you have permission to create projects, you can add a new project by selecting a project template set up by your administrator. You select this template from a list of available templates. A project is one instance of a template. For example, you would not use one project to capture information about more than one tradeshow.

If you do not have permission to create a project, you can instead create a project request by selecting the type of project you want to request from a list of available templates. Project requests allow you to get formal approval of a proposed project, or allow for acceptance of a work request.

For example, people within the marketing department or outside vendors that do not have permission to create projects can create project requests that ask someone with the permission to create projects, to create a specific project. Specifically, a marketing manager may submit a project request to the CMO to have the request formally approved, or a sales account manager may submit a project request to the marketing services department requesting development and production of some specialized collateral.

After you create a project request, you submit it to an authorized individual, and when they accept the request, Unica Marketing Operations creates a project.

You can also create a project request or a project from within a program.

Once you create a project, you can start the project at any time. Starting the project makes it active and you can view it in different views in Unica Marketing Operations. When you create a project you become the owner of that project.