Follow these steps to launch a new data collection campaign on Project Monitor.

1. Click on Campaigns since Main menu.
2. Click on Create a campaign at the top right of the list.

The form will appear. Please fill in the required information in the various steps:

General informationScope of the campaignData to enterRole AssignmentRequired informationData entry reminder



1. Fill in or verify the general information:
• Wording : campaign name
• Description : for more context
• status : choose Assets or Completed
• manager : The person designated manager will be able to view, edit, and delete the campaign. They will automatically be assigned the role manager campaignmanager .
• Start date : the date you want the campaign to start.
• End date : the date by which you want the campaign to end. Once this end date has passed, cards associated with the campaign will still appear if data entry is not complete. A campaign with astatus "status will disappear from the collection space. Cards may no longer appear if:
• The campaign aims to status Completed
• AND the entry is complete.
2. Click on Next.

Step Two Create a campaign - Campaign scope is displayed.



1. Click on Add filter criteria, select the criteria that define the target projects (portfolio, status, attributes, etc.). Here, you will see only the projects to which you have access.
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If no filters have been added to the scope, all programs, plans, or actions will be included.

2. Refine your selection allows you to select or deselect items in your campaign based on the filters you have already set up.

3. Click on Next.

Step 3 Create a campaign - Information to enter is displayed.



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The project attributes to be collected must already exist in Administration > Field settings > Attributes Project.

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Limit the number of attributes per campaign. A short campaign achieves a higher completion rate.

1. Click on Add attributes.
2. Check the attributes that interest you (you can find them using the search function). You can also uncheck them. These are the project attributes created on your platform.
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Only attributes that have Search criteria The enabled items are displayed. See Project

3. Click on Confirm selection.

4. Click on Next once you have selected all the data to be entered.

The fourth stage Create a campaign - Assign roles is displayed.



1. Select the project roles for which users will need to enter data.
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Stakeholders with these roles (on selected projects) will receive a notification inviting them to enter data, if this type of notification is enabled. Manage my notifications

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Check the list of contributors before confirming: the combination of roles and projects may result in a larger group than expected.

2. Click on Next.

Stage Five Create a campaign - Required information is displayed.



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This step is optional. If this section does not appear, it is because the administrator has not configured any required attribute .

To create one:Administration > Field settings > Attributes > Campaign.

1. Fill in the campaign attributes marked as required.

2. Click on Next.

Stage Six Create a campaign - Input reminder is displayed.



1. Choose a Reminder : Those affected will then receive a notification asking them to complete the form, if they have not already done so.
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Reminders are sent automatically according to the frequency settings until:
• the campaign is complete (status ),
• or if the campaign end date has passed,
• or until the entry is completed.
2. Define a Frequency : Would you like to schedule multiple reminders?
• If so, there are several options available to you, such as Every day, The first day of the month, or a frequency Custom by selecting specific days.
• If not, select Just once.

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For your information, the fields Start date and End date are displayed at the top of the screen. You can't edit them here, but you can go back to step 1 if necessary: Create a Campaign - General Information

3. Once everything is filled out, click on Create the campaign.

Frequently asked questions