Bookshelf v7.5.2: Adding a Stage to the Program

Use the following procedure to add a stage to the program, using the Program Flow workspace.

Table 63. Fields in the Stage Detail Form
Field	Comment
Budget	Type the budgeted amount for the stage. A program may have several stages, and each stage may have a different budget. Click the arrow in the Budget field and use the currency controls to. type the amount, choose a currency code and exchange date.
Campaign Load Mapping	Required. The Campaign Load Mapping defaults to the Campaign Load Mapping associated with the program. Click the Campaign Load Mapping select button. In the Pick Campaign Load Mapping dialog box, select the format used to access external contact information. Click OK. The Campaign Load Mappings that are available for selection depend on the customer hierarchy and targeting level chosen when the program is defined. For example: A customer hierarchy has two targeting levels, Customer (primary or top level) and Account (secondary or lower level). A campaign load mapping is defined for each level. If the primary targeting level is selected for the program, only the format defined for that level is available. If the secondary targeting level of the hierarchy is selected, campaign load mappings for both the secondary and primary targeting levels are available.
Filter	Click the Filter select button. In the Pick Filter dialog box, choose the filter that will be applied to the data before a snapshot is generated and click OK.
Forecast Mode	Select the check box if you plan to use automatic program execution or if this is a secondary stage in a multistage program and you will use Forecast allocation rather than counts. If you select and then clear the Forecast Mode check box, counts and percentages will be cleared. For more information, see Forecasting Allocation.
Lag (Days)	This field is read-only for the first stage of a program, and the default value is zero. Lag days can be assigned to subsequent stages of a program, and the field displays the number of days after the start of the program that the selected stage will start. The number of Lag days is specified in the Campaigns > Waves view.
Output File Layout	Click the Output File Layout select button select the layout that will be applied to the distribution list. You can choose multiple formats because different campaigns in the stage might use different formats. Even within one wave of one campaign, you might split the wave and use different vendors for execution and each might have their own format.
Name	Name of the stage plan. Change the stage plan name from the default value to something more meaningful such as Stage 1: Summer Program.
Objective	Type the program's objectives.
Actual Revenue, /Actual Expense	Actual Revenue displays the total revenue across all campaigns associated with any campaign plans in the program plan. This value comes from the Campaign Plan Results views and updates when you click Recalculate in the Forecast or Result view of the Campaign screen. Actual Expense displays the total costs across all campaigns associated with any campaign plans in the program plan. This value comes from the Results views of the Campaign screen and updates when you click Recalculate in the Forecast or Result view of the Campaign screen.
Source Code	The default is the record identifier for the stage. Change the identifier for the stage source code if desired, but make sure the value is unique.
Source Code Format	Click the Source Code Format select button. In the Pick Source Code Format dialog box, select the source code format that concatenates individual program component source codes. Click OK.
Summary	Type summary text that describes the stage's implementation.