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HCL Marketing Operations and HCL Campaign Integration Guide
Campaign project template design
You can create as many campaign project templates as you want. For example, you might want to create a separate campaign project template for each type of campaign you run.
Design your campaign project templates, forms, and attributes
Before you begin creating objects in Marketing Operations, you plan and design your campaign project templates and the forms and attributes they require.
Target Cell Spreadsheet and other forms
By default, projects have the following tabs: Summary, People, Workflow, Tracking, Attachments, and Analysis. If the Financial Management module is installed, projects also have a Budget tab.

Target Cell Spreadsheet and other forms

By default, projects have the following tabs: Summary, People, Workflow, Tracking, Attachments, and Analysis. If the Financial Management module is installed, projects also have a Budget tab.

In a campaign project, the Summary tab includes a set of fields for basic campaign information. You cannot remove or reorder these basic campaign attributes.

If you want to enable users to enter more information about the project, you must create forms and add the forms to the project template. Each form displays on the Summary tab or on another tab in projects that are created from that template.

All campaign project templates must have a TCS® form. Other forms are optional.