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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.
Plans
Plans capture the objectives of a business unit or geographic area for a specific timeframe, such as a year or a quarter. A plan is the container for your marketing programs and projects.
To start a plan
You start a plan by changing the status. Select the status transition Start Plan. After you start a plan, all participants can work on the plan.

Starting plans

You start a plan by changing the status. Select the status transition Start Plan. After you start a plan, all participants can work on the plan.

Procedure

Go to the Summary tab of the plan you want to start.
Click Operations > Plans. Click Actions() and select a view, such as My Plans or All Plans, that includes plans in Not Started status.
Click Change Status and select Start Plan or Start Plan with comments from the menu.
Optionally, if you chose Start Plan with comments, enter comments and click Continue.

The plan status changes to Green circle In Progress.