Building a template
About this task
Before you create templates forMarketing Operations objects Lists, On-demand Campaigns, and Corporate Campaigns, determine whether you must add custom tabs or create metrics templates. If you do, see the chapter on the Forms Editor and use the procedures in that chapter to create forms for custom tabs or metrics templates.
When the template components you need are available, create a template and assemble the pieces. The steps to create a template are generally the same for each object type, with the following exceptions:.
- There is only one plan and one invoice template. You can edit these templates, but you cannot create additional plan or invoice templates.
- You can specify a workflow template for project templates and you can create workflow templates from project templates
- Projects, programs, and plans also have a Metrics drop-down list on the Properties tab.
- Project templates also contain tabs that are named Campaign, Project Roles, Request, and Workflow.