If you do not have permission to create a project yourself, you create a project
request.
Before you begin
When adding a project request, note the following.
- To request a project, you must create the request and then submit it.
- To add a request you must have the appropriate security permission.
- If you request a project, you are a requester. You then submit the request to a recipient
for approval. After the recipient accepts the request, the recipient owns the project and is
called the owner.
About this task
When you create a request, the pages in the wizard that you complete differ depending on the type
of project you want to create. A typical request contains the following sections.
- Summary information about the request.
- Tracking information.
- Attachments that are part of the request.
Procedure
- Select Operations > Projects.
- Click Add Request (
).The
Add Request dialog opens.
- Select a template for your request.
Your
administrator sets up project templates that correspond to the types
of projects that your organization undertakes. To request a project
that uses HCL®
Marketing Operations-HCL
Campaign integration
features, you must select a campaign project template.
- Click Continue.
- Complete the Add Request wizard: supply values for required
and optional fields.
Each request identifies recipients
to review and redraft or approve the request. If the template you
selected allows these modifications, you can also:
- Add recipients
- Change recipient roles
- Change the duration periods for responses
- Change the sequence numbers that order request receipt and approval
- Specify whether a response is required
- Click Next to access each page of
the wizard.
- When you save the request, the system verifies that all
required fields have a value. It also completes optional fields by
supplying default values from the template when available. To save
your request, use one of the following options.
- Click Finish.
- Click Save and Duplicate. The system saves
the initial request and then uses the same information to create another
request. The Summary tab displays for the duplicate request: edit
the default name supplied for the duplicate and other fields as needed,
then save that request as well.
- Click Save and Return to List on any page.
- Submit the request to the first reviewer.
Results
When the last required recipient approves the request, HCL
Marketing Operations creates
the project.
