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
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.
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:
To add sections to your Business Plan Homepage
See the following topics for related information about business plans:
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