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Viewing Timelines


Timelines are available for programs, campaigns, event plans, and events. Timelines provide calendar views of scheduled, active, and completed marketing tactics in a Gantt chart format. The chart is divided into weeks and months. Start field and End field values determine the placement of the timeline bars. Timelines help you determine that scheduling is appropriate and on track for planned marketing efforts. Timeline bars are color-coded to help you identify the status of programs and campaigns. You can place the cursor over a timeline bar to display more details. Table 21 shows the Timeline types that appear in the link bar of the Marketing Calendar screen

NOTE:  If you cannot view color indicators, refer to Accessibility Guide for Siebel Business Applications for assistance.

Table 21. Marketing Calendar Timeline Types
Timeline Type
Description

Tactics timeline

Shows active, completed, and planned marketing tactics including campaigns, events, event plans, and programs. You can click the name of any tactic displayed in one of the timelines to be navigated to the details for that tactic. The path displays the appropriate screen (campaign, event, event plan, or program) according to the tactic type.

The Programs timeline

Shows active, completed, and planned programs. To display the child campaigns and related events, double-click on the folder icon next to a program in the chart.

The Campaigns timeline

Shows active, completed, and planned campaigns.

Events timeline

Shows active, completed, and planned event plans and events.

To view timelines

  1. Navigate to the Marketing Calendar screen.
  2. In the Marketing Calendar link bar, click a timelines type.

    The various timeline types and their corresponding color indicators are shown in the following table.

    Timeline Type

    Color Indicator

    Active

    Green

    Canceled

    Red

    Completed

    Blue

    Planned

    Yellow

    Scheduled

    Orange

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