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Working with the Business Plan Homepage

The Business Plan Homepage is the starting point for managing business plans.

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

You can create a new business plan by clicking the New button in the Recently Viewed Business Plans section. For more information, see Creating Records and Business Plan Fields.

Working with Business Plan Lists

The Business Plan 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 business plans.

Business Plan List

Filters

All Business Plans

All business plans to which you have visibility, regardless of who owns the business plan.

Recently Modified Business Plans

All business plans 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 Business Plans

The Recently Modified Business Plans section shows the business plans that you viewed most recently.

Click Show Full List to expand the list.

Adding Sections to your Business Plan Homepage

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

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

To add sections to your Business Plan Homepage

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

Related Topics

See the following topics for related information about business plans:


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