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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.
Project requests
If you do not have the security permissions to create a project, you create a project request. A project request is similar to a work order or creative brief. It represents a request for someone else to do work according to the specifications supplied by the requester.
Responding to requests as an individual
When someone creates a project request and you are the recipient, you receive an alert message on the My Alerts page and an email to notify you of the request. Then, you must respond to the request.

Responding to requests as an individual

When someone creates a project request and you are the recipient, you receive an alert message on the My Alerts page and an email to notify you of the request. Then, you must respond to the request.

Procedure

Go to a request by selecting Operations > Projects.

The Active Projects and Requests view appears. If the request you want to accept is not in the list, click All Projects and Requests.
Click the request to open it.
Review the request and decide whether you want to accept it or return it to the submitter.
Enter any comments in the Comments field and click Accept or Return.
If you are accepting a team request, select the user who becomes the owner of the resulting project in the Assign to field.
Click the Actions icon () and select All Projects and Requests:

Results

If you accepted, both the accepted request and the new project appear in the list. You are the owner of the project, which is not yet started.
If you returned the request, Marketing Operations notifies the requester. The status of the request changes to Returned.
If the request is returned, the requester can resubmit or cancel the project request.