List and calendar view modes

By default, clicking Operations > Projects opens the project list view. The project list view displays a list of product names. Calendar view shows the projects by due date on a calendar. Your administrator selects whether clicking Operations > Projects displays the list view or the calendar view.

When you select Operations > Projects, by default HCL® Marketing Operations displays a list of projects. In the list view, you can take the following actions.

Click a project name to access detailed information about the project.
Click Actions to select a different view.
Click a column header to change the way the project list is sorted.

You can also see projects on a calendar: select 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.

Click a project name to access detailed information about the project.
Click Actions to select a different view.
Change to the next or previous time period.

You can change the default for Operations > Projects so that the calendar displays by default instead of the list. See Setting project view options.

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