Displaying projects in list and calendar view modes

By default, HCL® Marketing Operations displays your projects in project list view. You can also display your projects in calendar view, which shows your projects by due date on a calendar. Your administrator sets the default of whether projects are displayed in list view or calendar view when you select Operations > Projects.

About this task

Note: Marketing Operations documentation assumes that the project list displays when you select Operations > Projects. If your administrator changed the default display option, you might see the calendar view instead.

Procedure

  • You can also see projects in a list by selecting Operations > Projects. In project list view, you can take the following actions:
    • To access detailed information about the project, click a project name.
    • To select a different view, click Actions.
    • To change the way the project list is sorted, click a column header.
  • You can also see projects on a calendar by selecting Operations > Calendar. Marketing Operations uses the activity dates for the project to place them on the calendar. In the calendar view, you can take the following actions:
    • To access detailed information about the project, click a project name.
    • To select a different view, click Actions.
    • Change to the next or previous time period.