Siebel Marketing User Guide > Planning and Budgeting for Marketing > Process of Creating Marketing Plans and Budget Requests >

Creating Marketing Plans

You create a marketing plan in the Marketing Plans screen. The Marketing Plans list provides a list of the marketing plans to which you have access.

The visibility filter provides several levels of visibility, including the following views:

• My Marketing Plans displays marketing plans with which you are associated as a team member.
• All Marketing Plans displays marketing plans in your assigned organizations.
• All Marketing Plans Across My Organizations displays marketing plans that exist in your organizations and in any suborganizations in your organizations.
• All Marketing Plans Across Organizations displays the marketing plans that exist in every organization in your application.

This task is a step in Process of Creating Marketing Plans and Budget Requests.

The following procedure shows how to create a marketing plan.

To create a marketing plan

1. Navigate to the Marketing Plans screen.
2. In the Marketing Plans list, create a new record, and complete the fields.

   The following table describes some of the fields.

   Field	Description
   Marketing Plan Name	(Required) The name of the marketing plan.
   Plan Code	(Required) An identification code provided by you. Must be a unique value.
   Type	(Optional) A list of the category types of marketing plans. Examples of possible values include Corporate, Regional, Business Unit, and Department.
   Objective	(Optional) A text description of the objective of the marketing plan.
   Planning Period	(Optional) You associate the planning period with the plan so that you can use it during categorization and reporting. For example, you might want to track a quarterly or annual planning period.
   Execution Period	(Optional) The period in which the plan is to be executed.
   Approval Status	A status field that indicates that the plan has been Approved, Declined, Submitted, or Needs Revision.
   Approval History	Displays the history of approvals for the marketing plan.
   Region	(Optional) A listing of regions that you can associate with this plan. Regions are organized using a region hierarchy.
   Organization	(Optional) A multivalue field displaying organizations associated with the plan. Organizations that appear in this list have visibility to the plan.
   Team	(Optional) A multivalue field containing members of the team for the plan.