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

Reviewing Objectives and Action Plans

You can review the objective strategy and actions (OSA) associated with an account. You can add objective strategy information and action plans to the account.

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

To review objective strategy and action plans

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 select the account on which you want to work.
4. Click the OSA subview tab.

   The current objective strategy and action plans for the selected account are displayed.

5. To add objective strategy information, use the fields at the top of the OSA subview.

   Some fields are described in the following table.

   Field	Comments
   Objective	Type the objective of the action plan.
   Strategy	Type information about how to achieve the objective.
   Unit or Resource	Type the unit or resource to which the objective applies. For example, the objective might be for business units, service units, opportunities, offerings, or groups of units. Alternatively, the objective might be for resources such as marketing, customer satisfaction, or partners.

6. To add an action plan, click New and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Action	Type details of the action.
   Activity Type	Select the type of activity which is planned.
   Due	Select a date by which the action plan is due to be completed.
   Owner	Select the owner of the action plan from the list of employees.
   Planned Outcome	Type details of the expected outcome of the action.
   Resources	Type details of the resources required to implement the action plan.
   Start	Select the date when the action plan starts.
   Status	Select the status of the action plan.
   Strategy Component	Select the strategy element of which the action plan is a part.