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Subject: Project workflow updated: "Project 0004 (TRS1022)"Project updated: "Project 0004 (TRS1022)"By: asm adminWhen: Monday, October 15, 2007 at 1:38:24 PM ESTComment: "Workflow" tab updated.Description: Tradeshow for 1st Mutual Bank of FredClickhttp://svr01:7001/MktOps/affiniumplan.jsp?cat=projecttabs&projectid=103 to go to project.

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目录第 1 章简介为何使用 IBM Unica Marketing Operations？谁使用 IBM Unica Marketing Operations？与 IBM Unica Campaign 集成使用 IBM Unica Marketing Operations业务流程计划对象之间的关系计划程序项目项目结构项目请求

核准协作工具团队警报附件消息板度量工作流程功能角色安全策略战略计划和财务管理可重用的元素库

注册到 IBM Unica Marketing Operations关于定制 Marketing Operations设置起始页设置您的基本设置设置核准选项设置项目选项关于可选项目列

设置任务选项设置可选分析选项定义̏不在办公室̋设置

第 2 章通用任务使用附件向对象添加附件从对象中除去附件发送电子邮件附件

业务流程状态更改流程的状态

使用禁用属性值对象中禁用的属性值搜索禁用属性值禁用属性值示例

选择资源使用保存并返回至列表列标题打印对象以 Microsoft Excel 格式导出信息

第 3 章计划计划视图计划的摘要信息计划的财政年度添加计划添加或除去程序区域将程序链接到计划链接计划和程序的安全注意事项

从计划中添加新程序从计划中除去程序启动计划删除计划

第 4 章程序添加程序启动程序向程序添加新项目请求和项目将现有项目链接到程序链接项目和程序的安全注意事项

从程序浏览至计划从程序中除去项目删除程序

第 5 章项目创建项目和请求请求状态协调

项目视图选择列表或日历视图选择项目视图

搜索项目关于竞销活动项目关于项目代码和竞销活动代码

创建项目通过克隆创建项目启动项目项目附件选项卡项目请求请求项目创建请求提交请求监视项目请求的状态重新起草或取消请求作为个体响应请求

复制项目或请求团队项目和请求团队项目生命周期重新分配团队项目作为团队管理员响应团队请求

从项目浏览至程序链接项目子项目概述项目与子项目关系的详细信息创建子项目/请求将子项目或请求链接到项目链接项目的安全注意事项除去父子项目链接

分配工作选择项目或请求更改项目和请求的状态协调项目删除项目

第 6 章工作流程工作流程概念关于我的任务过滤我的任务关于任务窗格

关于调度使用基线调度保持最新调度

关于日期依赖关系计算自动计算工作流程日期在锁定任务上计算日期

工作流程链接

关于工作流程电子表格视图工作流程选项卡字段工作流程工具栏设置工作流程电子表格中第一列的宽度

关于工作流程时间线视图关于工作流过程流程图视图工作流程选项卡布局页面对工作时间进行调度关于非工作时间关于包括周末工作时间和非工作时间设置

编辑缺省工作流程关于添加阶段或任务添加阶段或任务在锁定的任务后面添加阶段或任务为工作流程核准任务创建核准过程关于编辑阶段或任务

更新和完成任务核准任务跳过核准任务跳过多个任务完成多个任务向任务添加附件

向任务添加角色关于角色, 人员和核准任务对核准任务的复审者进行排序的示例

复制和粘贴任务在 Macintosh/Safari 中复制任务在 Internet Explorer 中复制任务

向单元范围内填充数据打印̏工作流程̋选项卡发布任务更新对话框管理任务依赖关系

第 7 章核准关于核准独立核准核准任务核准日期核准截止日期核准视图

复审 IBM Unica Marketing Operations 中的附件关于在 IBM Unica Marketing Operations 中使用 Adobe Acrobat 标记在 Apple Macintosh 上使用 Adobe 标记

关于本机 Unica Marketing Operations 标记关于启用核准项标记使用标记

核准过程工作流程提交核准进行复审关于修改核准取消核准过程复制核准删除核准完成核准将核准置于挂起状态重新激活挂起的核准

响应核准重新分配团队核准向核准项添加注释编辑链接到工作流程任务的核准核准响应表单关于响应核准的注意事项

新建/编辑核准页面核准摘要核准人要核准的项

第 8 章人员与团队关于人员和团队关于̏人员̋选项卡

管理项目成员管理项目成员管理团队

更改项目成员的访问级别查找并替换任务成员或复审者选择项目成员/复审者

管理复审者编辑成员的访问级别关于角色按角色分配工作除去角色添加角色

向角色分配人员

第 9 章日历配置日历的显示选项设置日历外观设置缺省日历选项更改日历视图

查看时间线关于日历的时间线视图

查看文本或图形日历关于月历关于日历颜色代码关于日历的水平条任务的简短和详细视图

发布日历

第 10 章网格关于编辑网格数据网格控件导入网格数据导出网格数据将只读网格数据发布到 URL对只读网格数据进行分组

第 11 章市场营销对象关于要约对象类型创建市场营销对象关于市场营销对象交叉引用报告关于修改和引用关系选择市场营销对象删除市场营销对象更改市场营销对象的状态向表单或网格行添加市场营销对象引用关于核准中的市场营销对象引用

第 12 章资产和资产库关于资产库从资产列表视图更改为缩略图视图。添加资产新建资产页面编辑资产关于资产版本添加新版本资产资产状态更改资产的状态查看资产查看资产的历史记录添加资产文件夹删除资产从资产列表页面删除资产和文件夹从资产内部删除资产

从资产列表页面移动资产和文件夹从资产内部移动资产

第 13 章预算建立预算自顶向下预算计划自底向上预算计划。

删除计划?程序和项目间链接的工作量预算和帐户预算视图计划预算选项卡计划预算总结表程序成本表

̏程序预算̋选项卡浏览预算祖代程序预算总结表项目成本表程序行项详细信息表

̏项目预算̋选项卡预算分配版本创建预算版本删除版本比较版本标记使用版本

分配资金为独立程序和项目分配资金添加或编辑行项完成预算行项放弃预算行项

预算行项核准

第 14 章发票添加发票新建发票页面编辑发票关于汇总行项发票行项核准汇总到源程序或项目汇总到源帐户

添加或编辑发票行项̏编辑发票行项̋页面的字段描述发票状态类型更改发票状态删除发票打印发票摘要

第 15 章关于帐户关于帐户摘要页面帐户总结表关于选择要查看的财政年度

第 16 章度量设置程序或项目度量编辑程序或项目度量输入汇总度量的计划值输入汇总的度量的计划值

汇总度量的视图从竞销活动导入度量完成和汇总度量完成和汇总度量

第 17 章报告过滤报告条件搜索和选择提示框日期活动日期状态和类型

多对象报告运行̏市场营销活动̋报告运行̏逾期里程碑̋报告运行̏程序任务和里程碑̋报告运行̏项目绩效交叉表̋报告运行̏项目绩效摘要̋报告运行̏资源任务负载̋报告运行̏供应商花费摘要̋报告

单个对象报告查看对象的修订历史运行̏核准和一致性列表̋报告运行̏预算摘要（按季度排列）̋报告运行̏详细费用分类汇总̋报告运行分配给团队或团队成员的工作报告

Marketing Operations 列表 portletMarketing Operations IBM Cognos 报告 portlet

第 18 章搜索关于网格内的搜索关于搜索市场营销对象属性对数字资产库执行高级搜索执行高级搜索（除资产外）对搜索条件进行重新分组和重新排序关于 Not In 运算符资产高级搜索页面除资产以外的对象的高级搜索页面关于已保存的搜索查看已保存的搜索删除已保存的搜索

第 19 章警报和消息板警报消息板查看警报在组织域外接收警报关于向警报添加注释预订对象警报简短和详细任务警报促成详细警报的组事件简短和详细警报的示例配置任务警报级别

在消息板上发布消息阅读消息板上的消息

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IBM Unica Marketing Operations: 用户指南doc.unica.com/products/marketops/8_6_0/zh_cn/Unica... · 2012. 6. 29. · v G)ZP!*zF.P