To create a linked campaign

Procedure

  1. Select Operations > Projects.
  2. Click the project for which you want to create the campaign.

    The project Summary tab displays.

  3. Click the Create Linked Campaign icon (Page with plus sign image) in the left toolbar.

Results

The campaign is created in Campaign and any shared information (except information in the TCS®) is automatically published to Campaign.

The Create Linked Campaign icon changes to the Update Campaign icon (Two pages image) once the campaign is created. The Implementation/Planning button (Right pointing arrows image) appears to the right of the project tabs. Click it to navigate to the campaign and click it again to return to the project.