Siebel Consumer Sector Guide > Objectives > Administrator Procedures for Objectives >

Changing the Dates for Objectives


During the planning stages for an objective, you can change its start date and end date. Date changes that you make to an objective can be applied to its recommended activities by changing the dates for each activity manually. You can also apply date changes that you make to an objective to its recommended activities.

To change the dates for an objective

  1. Navigate to the Administration - Data screen > Objectives view.
  2. Select the Objective record for which you want to change the start date or end date.
  3. Select a new start date or end date for the objective by using one of the following methods:
    • In the Start Date or End Date field, select a new start date or end date for the objective.
    • In the Period field, select a new time period for the objective.

      The start date and end date are automatically set to the first and last dates in the period.

      The Start and End Dates must fall within the date period of the parent objective.

  4. In the More Info form, click Apply Period.

    The Earliest Start and Latest Completion dates of all recommended activities for the objective are reset to the Earliest Start and Latest Completion dates of the objective.

Siebel Consumer Sector Guide