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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.
To create a marketing plan
- Navigate to the Marketing Plans screen.
- In the Marketing Plans list, create a new record.
- Complete the fields, using Table 5 as a guide.
Table 5. Marketing Plans Fields
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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 may need 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. |
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. |
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