Creating and Managing Campaigns

Enter a name, up to 64 characters long, which identifies the campaign.

Enter a unique, shorter name that identifies the process model when importing and exporting models between environments. The name must be unique and can contain only letters (English alphabet), numbers, and the underscore.

Select the class to which campaign model belongs.

The class you select determines if the model is a gated or non-gated model, based on the process type defined in that class.

Edit the name of the process model.

Edit the system name.

Edit the class selection.

Edit the description.

To set a project name automatically based on a metric value, click and select the metric that determines the name. Only metrics associated to the project are available for selection. See Automating Projects Using Metrics in Process Models for more information.

If a metric is selected:

• Ensure the metric required to set the project name is available for edit on the project creation page so the name can be populated accordingly.
• Ensure that the selected metric's formula does not include the project name, or a metric that includes the project name.

Note:  If the metric's calculation returns no value, the project name is set to the class name.

If a metric is selected here, the project name is read only within the project pages.

To set a project ID automatically based on a metric value, click and select the metric that determines the ID. Only metrics associated to the project are available for selection. See Automating Projects Using Metrics in Process Models.

If a metric is selected:

• Ensure that the metric required to set the project ID is available for edit on the project creation page so the ID can be generated accordingly.
• Ensure that the selected metric's formula does not include the project ID, or a metric that includes the project ID.

Note:  If the metric's calculation returns no value, the project ID is set to the system project ID.

If a metric is selected here, the project ID is read only within the project pages.

If the Auto-Generate Project IDs system parameter is enabled, this option is not available.

Click Project Link Rules to define a set of rules and conditions that are used to link related projects for all projects that use this process model. See Linking Related Projects.

You can only edit link rules for process models to which you have configuration access group rights. Only process models to which you have configuration access groups display for selection when linking related projects. However, you can edit rules linked to multiple models even if some models you only have view access groups rights to.

Select this check box when the model is ready to use in projects.

Select this check box to disable the ability to create new projects through the Add New Project page or Add New button pods.

Select this check box to remove the model from the list of models on the Add New Project page.

Use this setting to create a model for projects that, for example, are only created through an Add New button pod within a project.

If this is a gated model, select this option to disable the ability to edit gate content and gate dates within a project.

Select this option only if you use other means to set project gate dates and decisions within the projects that use the model, such as using automated steps within workflows.

Select this check box to turn a project into an idea campaign.

Select this check box to enable external contributors to submit ideas without an Accolade account..

To set a default Project Manager for new projects created based on this model, select one of the following options:

• To assign a Project Manager automatically - Select the User option and click to select the Accolade user that will automatically be assigned as the Project Manager.
• To assign a Project Manager automatically based on a metric value - Select the Metric option and click to select a metric whose value determines the Accolade user that is assigned as the Project Manager. Selecting a metric enables automatic routing of ideas, concepts, and projects to the correct business leader based on other project criteria such as business area, product line, or geographic location. See Automating Projects Using Metrics in Process Models.

Only users assigned the Project Manager user role and only metrics associated to the model are available for selection.

Process Managers can assign a different manager at the project-level after a project is created.

Ensure metrics scheduled to calculate only on project create do not reference team leader metadata if the default project manager metric is set.

Select the default currency used in projects using this model. Process Managers can select a different currency at the project-level.

This field is only available if a corporate currency is selected in the Accolade Administration Console.

Select the project model that should be used when creating a child project from a parent portfolio. It must be based on a portfolio-class model and only includes models you have permission to view or configure.

For idea campaigns, choose the Idea Model from the drop down.

If this is a gated model, select from the following options:

• No - Projects created using this model start at the beginning of the process, and do not allow a project to start mid-process. This is the default setting.
• Select by Stage - Projects created using this model can start in a selected stage within the process. Select this option if the model starts with a stage to ensure that projects can start at the beginning of the process.
• Select By Gate - Projects created using this model can start in a selected gate within the process. Select this option if the model starts with a gate to ensure that projects can start at the beginning of the process.

If this is a gated model, select from the following options:

• No - Projects migrated to this model start at the beginning of the process, and do not allow a project to start mid-process. This is the default setting.
• Select by Stage - Projects migrated to this model can start in a selected stage within the process. Select this option if the model starts with a stage to ensure that projects can start at the beginning of the process.
• Select By Gate - Projects migrated to this model can start in a selected gate within the process. Select this option if the model starts with a gate to ensure that projects can start at the beginning of the process.

Select this check box to allow the extension of project edit rights to selected team members.

When enabled, Project Managers can select team members who are allowed to edit information available on project page layouts, such as the Project Home page or any other custom project pages.

Select the deliverable that contains the idea form to use as a template for users to complete when they submit ideas.

Enter the list of categories that are available for related documents added to projects based on the model. Separate the list items using the pipe ( | ) character.

For example, enter Specs|Designs|Schedules to create three categories that use those same names. If the model contains no categories, all related documents are added to the Default category.

Select this option to disable the deletion of all documents in a project.

If set, users on a project cannot delete any deliverable, activity, related document, or gate document version. In addition, users cannot delete an activity if it contains a version.

Selecting this option overrides any Allow versions to be deleted settings for individual deliverables, activities, and gate documents. To allow the deletion on an individual document basis, clear this option and set the Allow versions to be deleted option at the individual document level.

Select if you only have one idea form.

If you have more than one idea form, list this option so users can select the idea type they are submitting.

Select to prevent users from receiving notifications about the progress of their idea.