After you create a program, you can create a project request
or project from within the program. When you do so, HCL®
Marketing Operations automatically links the project request or new project to the program.
About this task
After you add a project request or a project to a program,
you cannot change the security policy of the project request, project,
or program. You must remove the item from the program to change the
security policy.
Procedure
- Go to the Summary tab of the program
that you want to contain the new project request or project.
- Click the Manage Linked Objects icon
() and select Add Request to create
a project request, or Add Project to create
a project.
The wizard for adding a project request
or adding a project opens
- Take one of the following actions.
- Follow the steps in Requesting a project to add a
project request and associate it with this program. After a user accepts
the request, the project that is created from this project request
is also part of this program.
- Follow the steps in Creating projects to
add a project and associate it with this program.
When you complete the steps, the project
request or project opens to the Summary tab. The Summary tab has a
field that is called Parent Items and Code.
This field contains a link to the program of which the project is
a part.
- Click the link to open the program.
Scroll to the bottom of the Summary tab of the program to view a
list of all the projects that are contained in the program.