Siebel Applications Administration Guide > Managing Portfolios >

Creating a Portfolio Plan

You can create a portfolio plan to group your accounts together.

This task is a step in Roadmap for Managing Portfolios.

To create a portfolio plan

1. Navigate to the Accounts screen, then the Portfolio Management Process view.
2. In the portfolio plan list, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Portfolio Name	Type a unique name for the portfolio plan.
   Status	Select the status of the portfolio plan from the drop-down list.
   Period From	Select the start date of the period for which the plan is active.
   Period To	Select the end date of the period for which the plan is active.
   Completion Date	Select the date by which the portfolio plan is due to be completed.
   Next Review Date	Select the date of the next management review between the portfolio manager and the portfolio manager's manager.
   Currency Code	Select the currency to use for revenue amounts for the portfolio plan.
   Owner	Select the owner of the portfolio plan.
   Portfolio Plan Goal	Type the goals for the portfolio plan.
   Critical Success Factor	Type the factors that are important for the success of the portfolio plan.

3. Drill down on the Portfolio Name field of a portfolio plan record to see more fields.

   Some fields are described in the following table.

   Field	Comments
   Last Revenue Calculation	Displays the date of the most recent revenue calculation.
   Revenue Assessment From	Select the start date of the period for which you want to analyze revenue.
   Revenue Assessment To	Select the end date of the period for which you want to analyze revenue.
   Revenue Benchmark	Select the amount of the total current revenue. This value determines which accounts are considered to be more significant and less significant. It also determines which accounts appear on the left side of the segmentation map and the right side of the segmentation map.
   A Account Breakpoint	Select the future potential score. This score determines which accounts are considered to be more significant and less significant. It also determines which accounts appear on the top half of the segmentation map and the bottom half of the segmentation map.

4. To add accounts to the portfolio plan, perform the following steps:
   1. Click the Segmentation view tab.
   2. Click Revenue Assessment in the lower link bar.
   3. Click New, then click the select button in the Account field to select accounts.

      The other fields are automatically populated.

While you are in a view, click Reports to see a list of the available preconfigured reports for the data in that view. From the list you can access individual reports. For more information about reports, see Siebel Reports Guide.