Creating campaigns

Project managers and system administrators can create campaigns to allocate monthly funding for upcoming work. This work can be organized into projects. With a campaign, you can track your allocations against your actual expenses.

1. Click Plans on the main toolbar.
2. Do one of the following steps:
   • To create an independent campaign, click New Campaign.
   • To create a campaign that is part of a program, click the program name. On the program details page, click New Campaign.
3. Complete the fields.
4. Click Create.
5. Define security for the campaign: who can view it, who can modify it, who can manage it.
6. Click Save.