Creating a project

There are three ways to create a project: Create a project from the dashboard, copy an existing project, and use a fulfilled project form, if Job Queue forms are enabled by your system administrator.

Before you begin

Start your project in one of the following ways:

• To create a project, from the dashboard or Projects page, click New Project.
• To copy an existing project, in the project, select Actions > Copy. When you copy a project, you copy the project security. You can choose which other elements to copy, such as the budget, Discussion Areas, and Review Areas. If you copy the budget, only the budget and line items are copied.
• If enabled for your account, you can use a job queue form to automatically create a project. Job queue forms are created by your system administrator and are customized for your implementation. Job queue forms are described in the System Administrator Guide.

About this task

Adding work areas as you create a project is not required. You can add work areas after you create the project. However, if you do not create work areas when you create the project, a warning message is displayed.

Complete the following steps to create a project.

1. Complete the Project Information fields.

   Information that you need to create a project is described in Project information fields.

2. To add an area where creative items are reviewed, click Add Review Area.

   The files that can be uploaded to the Review Area can be in the form of a document, a video, or an audio file. You can upload files to the Review Area at any time. You can add multiple Review Areas to the project at any time.

   Information about uploading review items and adding Review Areas are described in Review Areas and the approval cycle.

3. To add a schedule to the project, click Add schedule. Select a template and add a title.

   You can add multiple schedules to the project at any time. You can add schedule templates to the project at any time.

   Information about schedules is described in Project schedules.

4. To add a project library, click Add Library.

   You might need a project library if you have documents to include in the project, such as stock photos or company logos. You can add multiple libraries to the project at any time.

   Information about adding project libraries and adding documents to libraries are described in Libraries.

5. To add a Discussion Area, click Add Discussion Areas. Type a title and description for each Discussion Area.

   Information about Discussion Areas is described in Adding Discussion Areas.

6. To add a budget template, click Add Budget.

   Add a budget template if you are using Marketing Operations OnDemand to track budget items. You can add a budget template after you create the project.

   Information about using projects for budgeting is described in Project budgets.

7. To inform users that there is a new project, select the Notification check box.
8. Optional: Select Save as default.

   This option saves any custom fields and work areas. So the next time you create a project, these customizations are included.

9. Click Create.

   The Security page opens.

10. To define the project security, complete the following steps.
    1. Select the team members and what permissions each has in the project.
    2. Define the work area security.
    3. Click Save.

    Information about project and work area security is described in Project security.

11. Optional: If you selected Notification (step 7), the Notify page displays. Select recipients, make any other changes to the defaults, and click Save.