Marketing Operations list portlets
This section describes the Marketing Operations list portlets that are available for use on dashboards even if the Marketing Operations reports package is not installed.
Your system administrator selects the portlets that members of your organization can add to the dashboard with Settings > Dashboard Portlets. To manage your dashboards and add portlets to them, click Dashboard > Create Dashboard.
Report | Description |
---|---|
Approvals Awaiting Action | List of approvals waiting for your action. |
Manage My Tasks | Lists your Pending and Active tasks and
Not Started and In Progress approvals. An option to change
the status of each item appears.
|
My Active Projects | Lists your active projects. |
My Alerts | Lists your Marketing Operations alerts. |
My Project Health | Lists the name, health status, percentage complete, and number of tasks that are assigned to you for each project that you own or that includes you as a reviewer or member. The percentage complete is calculated as: (Number of Finished Tasks + Number of Skipped Tasks)/Total Number of Workflow Tasks
|
My Requests | Lists requests that you own. |
My Tasks | Lists tasks that you own. |
Projects Over Budget | Lists all projects that are over budget for the calendar year. This report requires the Financial Management module. |