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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.
Projects
A project organizes all the information that is related to develop and run one or more related marketing initiatives. Projects contain general information, resources, and attachments for the marketing initiative. Projects also typically organize the people who work on the marketing initiative, including who completes which tasks, and the timeline to complete the tasks. Projects can also include budget information. Monitoring features ensure that everyone knows whether the project is completed on time.
Project views
HCL® Marketing Operations organizes projects and project requests in views.
To select project views
You can access the different views of projects from the Actions menu. Views organize projects based on criteria, such as the team to which the project is assigned or the due date.

Selecting project views

You can access the different views of projects from the Actions menu. Views organize projects based on criteria, such as the team to which the project is assigned or the due date.

About this task

In any view, you can change the sort order by clicking the column that you want to sort by. Click the column a second time to reverse the sort order.

Procedure

Open Marketing Operations and select Operations > Projects.
The default page that appears is the Active projects and Requests view. You can change this default page by modifying your user options.
Click the Actions icon () and select All Projects and Requests or My Requests or My Projects to view all projects, only project requests that pertain to you, or only projects that pertain to you.
Click the Actions icon () and select Search for Projects to search for projects that meet a specified criteria. You can then save that search.