Add objects to a campaign

NOTE

The information in this article is available only in the Preview environment when you participate in the Campaigns beta program. The functionality described here might not be fully available yet. For more information about current available features and how to enroll, see Campaigns beta.

You can associate other objects with campaigns to indicate that multiple work endeavors contribute to a larger effort. For this purpose, you can associate projects with campaigns.

You must create the campaign before you can add projects to it.

For information about creating campaigns, see Create campaigns.

Access requirements

You must have the following access to perform the steps in this article:

Requirements
Adobe Workfront plan* Any
Adobe Workfront license* Request or higher
Access level configurations* View access to Projects
Object permissions View permissions to projects

*To find out what plan, license type, or access you have, contact your Workfront administrator.

For information about modifying access levels, see Create or modify custom access levels

For information about requesting additional permissions, see Request access to objects

Prerequisites

Before you begin you must have the following:

  • A System or Group administrator must add the Campaigns area to the layout template associated with you.

  • You are the owner of the campaign

    Or

    You are a System Administrator.

NOTE

Only a system administrator can add objects to a campaign that has no owner.

Add projects to a campaign

  1. Click the Main Menu icon in the upper-right corner of Workfront, then click Campaigns.

    A list of all campaigns in the system displays.

  2. (Optional) Click the search icon to quickly search for a campaign using a keyword.

  3. Click the name of a campaign to open it.

    The Projects section should open by default.

  4. Click New Project, then click one of the following options:

    1. Existing Project to add an existing project, then do the following:

      1. (Optional) Click the search icon to type a keyword and find a particular project.

      2. (Optional) Click the Filter, View, or Grouping icons to modify the list of projects in the list.

      3. Select the projects that you want to add to the campaign, then click Add.

        The projects are added to the Projects section of the
        campaign.

    2. New Project to create a project from scratch. For more information, see Create a project.

    3. New Project from Template to create a project from an existing template. For more information, see Create project from template.


    The projects are added to the campaign.

  5. (Optional) Click a project to open it.

    If the added project belongs to multiple campaigns, there is an indication in the breadcrumb of the project that displays all the campaigns connected to the project.

    If the project belongs to a portfolio or a program, the campaign displays in the breadcrumb after the program and immediately before the project.

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