Bookshelf v7.7: Creating a Program

When you create a new program, you specify an objective, a type (for example, Cross-sell or Win-back), a status (Planned, Active or Completed), a revenue goal, and a budget figure.

When you add organizations to a program, any campaign that you add to a program (using the program flow or program explorer) inherits the program's organizations. The campaign that you add retains any existing organizations and existing lead partner.

The organizations on the campaign represent the union of the program's and campaign's organizations. After you add the campaign to the program, changes made to the organizations at the program will not be automatically reflected at the associated campaign level. Segments added to the program will not inherit the organizations. For additional information, see Creating a Campaign.

NOTE: You can turn off the teams and organizations inheritance features in Siebel Tools. In the appropriate business component, change the User Prop value for the Copy Teams and Copy Organizations property from Y to N. For more information, see Using Siebel Tools.

You can attach documents and other files and view program stages and status. In addition, you can add team members, activity plans, events, and design the actual program flow, using a graphical designer workspace.

Table 8. Frequently Used Fields in the Programs List
Field	Comment
Assigned Budget	Click the Budget select button to select the program's currency code, exchange date, and budget amount. The budget value is a top-down figure, rather than a calculated bottom-up figure such as the Expected Cost field.
Forecast Expense	This read-only field displays the sum of the expense data added in the Forecast view for campaigns associated with the program.
Forecast Revenue	This read-only field displays the sum of the revenue predictions (based on data added in the Goals view) for campaigns associated with the program.
Lead Partner	Choose a partner organization to associate with the program. The Lead Partner is limited to the organizations associated to the program.
Organization	Click the Organization select button and select the predefined organization that will be responsible for the program. An organization that you assign to a program will be inherited by campaigns in that program.
Region	Choose the region to which the program is related.
Planned Start/Planned End	(Required) Defaults to the current date and time. Use the select button to change the defaults.
Status	The default program status is Planned. Options are Active and Completed. The status is changed from Planned, to Active, and Completed during automatic program execution. Manual execution of the program does not affect this field.
Summary	Type a summary that describes the program's goals.
Type	Choose the program type. Options are Acquire, Retain, Win-Back, Cross-Sell, and Up-Sell.