Siebel Applications Administration Guide > Managing Portfolios > Process of Analyzing B, C, and D Accounts >

Reviewing Organizational Analysis

You can review the contacts associated with an account or unit. You can add contacts, and you can create an organizational chart to reflect the structure of contacts in an account or unit.

This task is a step in Process of Analyzing the A Accounts and Process of Analyzing B, C, and D Accounts.

To review organizational analysis

1. Navigate to the Accounts screen > Accounts List > Portfolio Management Process view.
2. Drill down on the portfolio plan with which you want to work.
3. Click the appropriate account planning tab, then click the Organizational Analysis subview tab.
4. Select Contacts from the drop-down list at the top of the Organizational Analysis subview.

   The current contacts for the selected accounts or units are displayed.

5. To add a contact, click Add, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Description
   Adaptability to Change	Select the value that best describes how receptive the contact is to change.
   Business Agenda	Type your understanding of the business agenda of the contact.
   Coverage	Select the value that best describes how much communication you have had with the contact.
   Decision Orientation	Select the orientation of the contact when the contact makes a decision.
   Level of Influence	Select the value that best describes the level of influence that the contact has within the organization.
   Personal Agenda	Type your understanding of the personal agenda of the contact.
   Relationship Strategy	Select the strategy to follow for the contact.
   Your Status	Select the value that best describes your relationship with the contact.

6. To view or draw an organization chart of the business unit or service unit, select Organization Chart from the drop-down list at the top of the Organizational Analysis subview. For more information about how to create an organization analysis, see Creating an Organization Analysis.