Campaigns setup [in-depth guide]
Guide contents: Transaction preferences | Security settings | Next steps
This guide will show you how to manage the setup for campaigns.
Admin/manager > System setup > Account information > Show advanced options > Transaction preferences
In regards to the numbering method of campaigns and projects alike, you may want to review the Next project number methods [in-depth guide].
For example, if you always start a campaign before a project, then the best project number method to use is "Campaign ID + Next number from campaign".
Admin/manager > System setup > Account information > Security settings
Under the project management set of rights, the two that apply to campaigns specifically are:
View campaigns - Allows the user to view the campaign listing only (and not open the campaign) from Project manager > Campaigns.
Edit campaigns - Allows the user to open & edit any campaign.
Adding/linking projects to a campaign