After you create a program, you can create a project request
or project from within the program. When you do so, HCL®
Marketing Operations automatically links the project request or new project to the program.
About this task
After you add a project request or a project to a program,
you cannot change the security policy of the project request, project,
or program. You must remove the item from the program to change the
security policy.
Procedure
-
Go to the Summary tab of the program that you want to contain the new
project request or project.
-
Click the Manage Linked Objects icon (
) and select either Add Request to create a project request or
Add Project to create a project.
The wizard for adding a project request or adding a project opens
-
Complete one of the following actions:
- Follow the steps in Submitting requests to add a project
request and associate it with this program. After a user accepts the request, the project that is
created from this project request is also part of this program.
- Follow the steps in Creating projects to add a project and associate it with this program.
When you complete the steps, the project request or project opens to the
Summary tab. The Summary tab has a field that is called
Parent Items and Code. This field contains a link to the program of which the
project is a part.
- Click the link to open the program.
Scroll to the bottom of the Summary tab of the program to view a list of
all the projects that are contained in the program.
