Siebel Applications Administration Guide > Managing Portfolios > Process of Analyzing B, C, and D Accounts >

Analyzing Selected Units

After you select the business units and service units that you want to work with, you must analyze these units, and add the business driver, initiative, and critical success factor information.

This task is a step in Process of Analyzing the A Accounts.

To analyze selected business units and service units

  1. Navigate to the Accounts screen, then the Portfolio Management Process view.
  2. Drill down on the Portfolio Name field of the portfolio plan record.
  3. Click the A Account Planning view tab, then click the Selected Unit Analysis subview tab.

    You can review the fields in the Selected Unit Analysis subview. For more information about the fields, see Assessing Business Units and Service Units.

  4. To add information about the business drivers for the BU/SU, click New in the Drivers subview. Type the driver information in the Driver field.
  5. To add information about the business initiatives for a driver, select the driver, then click New in the Business Initiatives subview. Complete the necessary fields.

    Some fields are described in the following table.


    Business Initiatives

    Type the business initiative associated with the business unit or service unit.

    Critical Success Factor

    Type the critical success factor associated with the business initiative.

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