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HCL Marketing Operations User Guide
With HCL® Marketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Introduction
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.
Business processes
Plans

Plans

A plan is intended to capture the objectives of a given business unit/area, for a given period of time, typically measured yearly or quarterly. Additionally, a plan serves as a container and "rollup" point for the various programs and projects that you define in order to meet your marketing goals.

Information from "child" programs and child projects of the programs roll up to the plan, tracking linked information. For example, for a plan that has a child program, you can make metrics or budget information related to the program roll up-or move upwards from the program-to the plan, so that you can study and keep track of this information from the perspective of the plan.