Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Working with the Plan Account Homepage

The Plan Account Homepage is the starting point for managing plan accounts.

NOTE: Your company administrator can customize the layout of your Plan Account 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 Plan Account

You can create a new plan account by clicking the New button in the Recently Modified Plan Accounts section. For more information, see Creating Records and Plan Account Fields.

Working with Plan Account Lists

The Plan Accounts Lists section shows a number of filtered lists. Filtered lists are subsets or groups of records that allow you to limit the number of records to work with at a time.

The following table describes the standard lists for plan accounts.

Plan Account List

Filters

All Plan Accounts

All plan accounts to which you have visibility, regardless of who owns the plan account.

Recently Modified Plan Accounts

All plan accounts with your name in the Owner field, sorted by the modified date.

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 Recent Plan Accounts

The Recently Modified Plan Accounts section shows the plan accounts you modified most recently.

Click Show Full List to expand the list.

Adding Sections to Your Plan Account Homepage

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Objective Homepage:

  • Recently Created Plan Accounts
  • Recently Modified Plan Accounts
  • My Recently Created Plan Accounts
  • My Recently Modified Plan Accounts
  • Additional report sections (Your company administrator can make report sections available for display on your Plan Account Homepage.)

To add sections to your Plan Account Homepage

  1. On the Plan Account Homepage, click Edit Layout.
  2. On the Plan Account Homepage Layout page, click the directional arrows to add or remove sections, and to organize the sections on the page. Then click Save.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.