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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.
Submitting requests
To submit a request, you must first add the request. Next, you submit the request to the request recipients. If the request is accepted, then one of the recipients becomes the owner of the project.

Submitting requests

To submit a request, you must first add the request. Next, you submit the request to the request recipients. If the request is accepted, then one of the recipients becomes the owner of the project.

Before you begin

You can also submit several requests that are in Gray circle Draft status at the same time. For more information, see Changing the status of multiple projects or requests.

Procedure

Add a request.
For detailed information, see Creating requests.
If the request template does not supply recipients, add one or more recipients and select a User or Team as each recipient.
Click the name of the request to open its Summary tab.
Click Change Status and select Submit Request or Submit Request with comments from the list.
Optionally, if you chose Submit Request with comments, enter any comments or additional information for the recipients and click Continue.

Results

The status of the request changes to Green circle Submitted. The recipients are notified of your request. If the recipients were assigned sequence numbers, they are notified in sequence. The recipients appear in the Recipient section of the Summary tab for the request.