Working with the Financial Plan Homepage
The Financial Plan Homepage is the starting point for managing financial plans.
NOTE: Your company administrator can customize the layout of your Financial Plan Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page and remove sections from the page.
Creating a Financial Plan
Working with Financial Plan Lists
Oracle CRM On Demand comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, based on different criteria. These custom lists appear above the standard set of lists.
The following table describes the standard lists for financial plans.
To view a list, click the list name.
To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.
To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only, so you cannot edit or delete them.
Viewing Recently Modified Financial Plans
The Recently Modified Financial Plans section shows the financial plans that you viewed most recently.
To expand the list, click Show Full List.
Adding Sections to Your Financial Plan Homepage
If your user role includes the Personalize Homepages privilege, you can add additional sections to your Financial Plan Homepage, depending on which sections your company administrator has made available for display on your Financial Plan Homepage.
The following procedure describes how to add sections to your Financial Plan Homepage.
To add sections to your Financial Plan Homepage
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