Setup for Campaigns

This guide will show you how to manage the setup for campaigns.

Transaction Preferences

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 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".

Security Settings

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 fully open and edit any Campaign.

Next Steps

Add New Campaign

Adding/Linking Projects to a Campaign

Campaign Schedule

Campaign Estimate

Campaign Budget

Billing a Campaign