Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Program and Campaign Planning Tools >

Using 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.

Types of Timelines

Timeline types appear in the link bar of the Marketing Calendar screen.

  • Tactics timeline. This timeline shows all planned, active, and completed marketing tactics including programs, campaigns, event plans, and events. You can drill on the name of any tactic displayed in one of the timelines to be navigated to the details for that tactic. The drill down will take you to the appropriate screen (program, campaign, event plan, or event) according to the tactic type.
  • The Programs timeline. This timeline chart shows planned, active, and completed programs. You can double-click on the folder icon next to a program in the chart to see the child campaigns and related events.
  • The Campaigns timeline. This timeline shows planned, active, and completed campaigns.
  • Events timeline. This timeline chart shows all planned, active, and completed event plans and events.

Viewing Timelines

Timelines help you determine that scheduling is appropriate and on track for planned marketing efforts.

To view timelines

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

    For a description of types of timelines, see Types of Timelines.

Understanding Color-Coded Status Bars

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.

Programs and campaigns timelines use the following status colors:

  • Active: Green
  • Planned: Yellow
  • Scheduled: Orange
  • Completed: Blue
  • Cancelled: Red

    NOTE:  Sometimes status (programs and campaigns) timelines use this status color.

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