# Campaigns Campaigns in PAI serve as an organizational layer that allows you to group related projects and track them against a centralized budget. This feature is particularly valuable for agencies and production companies managing complex client engagements that span multiple deliverables or phases. ![[campaign-dashboard.png]] *The Campaigns dashboard showing multiple projects grouped under campaign umbrellas.* ## Campaign Purpose and Benefits - **Unified Budget Management**: Track multiple projects against a single overarching budget allocation - **Client-Centric Organization**: Group all projects related to a specific client initiative - **Streamlined Oversight**: Gain visibility into the financial performance across interconnected projects - **Simplified Reporting**: Generate comprehensive reports covering all projects within a campaign - **Coordinated Resources**: Manage shared team members and vendors across multiple projects > [!tip] When to use campaigns > Campaigns are ideal for managing multi-deliverable client initiatives where several related projects contribute to a single overall goal, such as advertising campaigns with multiple video assets, multi-platform content rollouts, or phased production projects. ## Creating and Managing Campaigns ### Campaign Creation To create a new campaign in PAI: 1. **Navigate to Campaigns**: Access the Campaigns section from the main navigation menu 2. **Initiate Creation**: Click the "+ New Campaign" button 3. **Required Information**: - **Campaign Name**: Enter a descriptive name for the campaign - **Client Assignment**: Select the client associated with this campaign - **Date Range**: Define the campaign's start and end dates - **Budget Allocation**: Enter the total available budget for the campaign - **Reference Number**: Optionally add a custom reference number (useful for aligning with client reference numbers or project management systems) ### Campaign Settings and Configuration After creating a campaign, you can configure additional settings in the Campaign Overview: - **Budget Management**: Update the total campaign budget as needed - **Timeline Adjustment**: Modify the campaign's start and end dates - **Reference Updates**: Change the reference number or add additional identifiers - **Description**: Add or edit campaign descriptions and objectives ## Project Association ### Adding Projects to Campaigns You can associate projects with a campaign in two ways: 1. **Creating Projects Within Campaigns**: - Navigate to the Campaign Dashboard or the Projects tab within a campaign - Create a new project directly within the campaign - The project automatically lives under the campaign banner and inherits the campaign's client 2. **Adding Existing Projects**: - Navigate to the Campaign Dashboard or the Campaign Projects tab - Click "Add Projects" to view eligible projects - Select projects to add to the campaign - Note: Only projects associated with the campaign's client will be available for selection > [!warning] Client restriction > Projects can only be added to campaigns associated with the same client. This ensures that all projects within a campaign maintain consistent client attribution. ### Project-Campaign Relationship Important aspects of the project-campaign relationship: - **Client Restriction**: Projects can only be added to campaigns associated with the same client - **Financial Tracking**: Each project's approved external cost contributes to the campaign's total spend - **Budget Monitoring**: PAI automatically tracks campaign budget utilization as projects are approved - **Project Independence**: Projects maintain their individual settings and workflows while contributing to campaign metrics ## Campaign Calendar The Campaign Calendar provides a consolidated view of all events across projects within the campaign: - **Aggregated View**: Displays events from all associated campaign projects in a single calendar - **Similar Interface**: Functions like other calendar views in PAI, with familiar navigation and interaction - **Comprehensive Timeline**: Shows production days, post-production days, deliverable deadlines, and custom events from all projects - **Visual Coordination**: Easily identify scheduling conflicts or overlaps across multiple projects - **Centralized Planning**: View the complete campaign schedule without switching between individual projects ## Contact Management in Campaigns ### Campaign-Level Contacts - **Adding Contacts**: Assign contacts directly to a campaign from the Campaign Contacts tab - **Contact Inheritance**: When new projects are created within a campaign or assigned to a campaign, they automatically inherit the campaign's contacts - **Independence from Projects**: Campaigns do not automatically inherit contacts from existing projects that are added to the campaign - **Strategic Benefit**: This one-way inheritance ensures consistent stakeholder involvement across all campaign projects ## Campaign Financial Tracking ### Financial Tracking - **Spend Tracking**: PAI aggregates the total approved external costs from all associated projects - **Important**: Only projects with "Approved" status contribute to the campaign spend - Projects in other statuses (New, Sent, Cancelled, etc.) do not affect the campaign budget utilization - **Budget Visualization**: View graphical representations of budget utilization and remaining funds - **Project Contribution Analysis**: See how each project contributes to the overall campaign spend - **Automatic Aggregation**: Campaign financial data automatically updates when project estimates are approved ## Removing Projects from Campaigns When you need to disassociate a project from a campaign: - **Navigate to**: The Campaign Projects tab or Project Overview - **Remove Project**: Select the option to remove the project from the campaign ![[campaign-remove-project.png]] - **Project Status**: The removed project becomes a stand-alone project unassociated with any campaign - **Contact Management**: Note that user assignments are not automatically adjusted - After removing a project from a campaign, you'll need to manually modify any user assignments as needed ## Related Topics - [[Budgets|Budgets]] - [[Project Calendar|Project Calendar]] © 2025 PAI Tech, Inc. 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