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HCL Marketing Operations User Guide
HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.
A project organizes all the information that is related to develop and run one or more related marketing initiatives. Projects contain general information, resources, and attachments for the marketing initiative. Projects also typically organize the people who work on the marketing initiative, including who completes which tasks, and the timeline to complete the tasks. Projects can also include budget information. Monitoring features ensure that everyone knows whether the project is completed on time.
Your permission settings determine whether you create projects or project requests. If you do not have permission to create projects, you submit a project request to someone who has the necessary permissions.
Typically, projects use the same statuses as other business objects in HCL® Marketing Operations. However, projects can also be in a temporary state, In Reconciliation. You apply this status while you reactivate a completed or canceled project, update project information, then change the state back to completed or canceled. For example, the owner of a project can make private changes to a canceled project.

Project reconciliation

Typically, projects use the same statuses as other business objects in HCL® Marketing Operations. However, projects can also be in a temporary state, In Reconciliation. You apply this status while you reactivate a completed or canceled project, update project information, then change the state back to completed or canceled. For example, the owner of a project can make private changes to a canceled project.

While a project is in the In Reconciliation state, it is not available to any other participants for editing. The project is read-only for users who do not have reactivate rights.

The spirit of project reconciliation is that one can do anything within the project but nothing externally. That is, for the rest of the Marketing Operations system, the project is not available. For example, while a project is in reconciliation you cannot reassign tasks.

For more information, see Reconciling projects.

Note: A different set of statuses applies to project requests.