Creating projects
You can create a single project from a project template. Your administrator sets up and maintains project templates. You can also create projects by copying a project, making up to 99 clones of a project, or responding to a project request.
Before you begin
When you create a project, note the following behavior.
- To create a project, you must have the appropriate security permission.
- When you create a project, you are the owner of the project.
- You can add other team members to the project, some of whom can also be project owners.
Procedure
Results
Newly created projects are given a status of Not Started. To use the project to collect and share information, you change its status. See Starting projects.
The tabs in a project differ depending on the template you used. A typical project contains the following tabs:
- Summary
- People
- Strategy
- Workflow (schedule of tasks, milestones, and approvals)
- Tracking (expenses and resources)
- Health Status (project monitoring)
- Attachments
When HCL Campaign is integrated with Marketing Operations, a campaign project also contains a Target Cell Spreadsheet tab.
Some selections in the Add Project wizard also affect the tab content in the project. If your administrator configured workflow template branching, your field options might include a specific template for the Workflow tab. For example, the template might use a different workflow for a project that is based on whether you selected direct mail or email as the channel.