Project Manager: Campaigns

This screen allows you to intake new, or view any existing campaigns and their status. Campaigns in Workamajig Platinum now allow you to upload files and have conversations at the campaign level rather than in the projects that are a part of it.

This page refers to the campaigns option in the project manager app in Platinum. For a more detailed guide on setting up and modifying campaigns see Project Manager New Campaign.

#DisplayOptions, #System Settings, #EditColumns

Opening this page will pull a report on your campaigns, grouped by client. 

New campaigns can be opened with the + New Campaign button. 

Clicking into any campaign on the screen will jump to its landing page. 

Budget and schedule status can be found under the Campaign Status and Financial Status columns. Clicking into the calendar or $ icons in this column will provide more specific information on budget or schedule for this campaign. 

Views will pull a specific report on active, inactive or all campaigns. 

Display Options

The information on this page can be customized and filtered. Clicking into the ...More icon will give an option for Display Settings. Choosing that will slide out these options:

Active Campaigns Only: Will filter this page between Campaigns that have the active option selected in the campaign's settings. Unclicking this will show all campaigns regardless of their selected status. 

Expand Campaigns When Opened: Will change the default expansion of Campaigns when opening this page. By default, Campaigns are grouped by client appear in a list beneath the client they are connected with. Having this option selected prevents having to click into a client to see all the campaigns associated with them. 

Group By: Allows the change of groupings on this page to be by client account manager or no grouping. 

Account Manager: Filters results for campaigns by a specific account manager. 

Budget Warning Percentage: Sets the point which the Financial Status column in this screen turns yellow or red. 

System Settings

Also contained beneath the ...More icon, system settings allow you to set security and default views for this page. This option is only available to those with the security rights to see it. 

Many of these options mirror what those in the Display Options, however, this is the only way to change which columns appear in the listing. This can be done with the Edit Columns option. 

Clicking on one of the security groups listed on the left side of this page will allow you to set the defaults and security for that specific security group. 

Edit Columns

Located in the System Settings, the edit columns option allows you to select which columns appear in the campaigns listing and which order they appear in:

Clicking into in of the options listed will add them to the columns. The display order tab allows you to re-arrange the order these columns by clicking and dragging. 

Resources

Project Manager - New Campaign