Projects

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.

For example, you might use a project that is called "Monthly Trade Show" to collect all the information your organization needs for one trade show each month. This information might include who attends the show, equipment for the booth, product demonstrations, collateral to hand out to customers, costs of promotional materials, and more.

Projects are based on project templates. In the previous scenario, your organization might use a template for Trade Show projects, so that you consistently reuse the basic information about the trade show. When you create a project for the June trade show, you enter any specific information for that month. For example, if a team member is on vacation during the June trade show, select a substitute to attend the trade show and then reassign work in the project.

Projects can have subprojects. A subproject has the same characteristics as a project. A subproject is linked to a parent project; any project that is linked in this manner is referred to as a subproject. For example, designing new collateral to hand out at the trade show might be a subproject of the trade show project.