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HCL Marketing Operations User's 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.
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.
Reconciling projects
After you complete or cancel a project, you can edit certain portions of the project by placing it into a temporary state, In Reconciliation.

Reconciling projects

After you complete or cancel a project, you can edit certain portions of the project by placing it into a temporary state, In Reconciliation.

About this task

Go to the Summary tab of the project to want to place In Reconciliation.
For example, select Operations > Projects. Click Actions() and select a view (such as Completed Projects) that includes projects in the status of Completed or Canceled.
Click Change Status and select Reconcile Project or Reconcile Project with comments from the list.
Optional: If you chose Reconcile Project with comments, add comments and click Continue.

The project status changes to Gray circle In Reconciliation. You can edit the project information.