Siebel Applications Administration Guide > Managing Portfolios >

Creating a Portfolio Plan

You can create a portfolio plan to group your accounts together.

This task is a step in Roadmap for Managing Portfolios.

To create a portfolio plan

1. Navigate to the Accounts screen > Accounts List > Portfolio Management Process view.
2. In the portfolio plan list, create a new record, and complete the necessary fields.

   Drill down on the portfolio plan to see more fields.

   Some fields are described in the following table.

   Field	Comments
   A Account Breakpoint	Select the future potential score. This score determines which accounts are considered to be more significant and less significant. It also determines which accounts appear on the top half of the segmentation map and the bottom half of the segmentation map.
   Completion Date	Select the date by which the portfolio plan is due to be completed.
   Critical Success Factor	Type the factors that are important for the success of the portfolio plan.
   Currency Code	Select the currency to use for revenue amounts for the portfolio plan.
   Last Revenue Calculation	Displays the date of the most recent revenue calculation.
   Next Review Date	Select the date of the next management review between the portfolio manager and their manager.
   Owner	Select the owner of the portfolio plan.
   Period From	Select the start date of the period for which the plan is active.
   Period To	Select the end date of the period for which the plan is active.
   Portfolio Name	Type a unique name for the portfolio plan.
   Portfolio Plan Goal	Type the goals for the portfolio plan.
   Revenue Assessment From	Select the start date of the period for which you want to analyze revenue.
   Revenue Assessment To	Select the end date of the period for which you want to analyze revenue.
   Revenue Benchmark	Select the amount of the total current revenue. This value determines which accounts are considered to be more significant and less significant. It also determines which accounts appear on the left side of the segmentation map and the right side of the segmentation map.
   Status	Select the status of the portfolio plan from the drop-down list.

3. To add accounts to the portfolio plan, perform the following steps:
   1. Drill down on the portfolio plan.
   2. Click the Segmentation tab.
   3. Click the Revenue Assessment link.
   4. Click New, then click the Select button in the Account field to select accounts.

      The other fields are populated automatically.

      For information about how to view and print a Portfolio Map report from this screen, see Printing a Portfolio Report.