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Siebel Marketing User Guide > Planning and Budgeting for Marketing >

Creating a Marketing Plan

You create a marketing plan in the Marketing Plans screen. The Marketing Plans list provides a list of all the marketing plans to which you have access.

The visibility filter provides several levels of visibility, including the following views:

  • My Marketing Plans displays marketing plans with which you are associated as a team member.
  • All Marketing Plans displays marketing plans in your assigned organizations.
  • All Marketing Plans across My Organizations displays marketing plans that exist in your organizations and in any suborganizations in your organizations.
  • All Marketing Plans across Organizations displays the marketing plans that exist in all organizations in the your Siebel application.

To create a marketing plan

  1. Navigate to the Marketing Plans screen.
  2. In the Marketing Plans list, create a new record.
  3. Complete the fields, using Table 2 as a guide.

    NOTE:  The Forecast Revenue, Forecast Expenses, Actual Revenue, Actual Expenses and Total Funds fields contain read-only values that are determined by calculations from other views. For more information about these fields, see To associate a fund request with a marketing plan.

Table 2.  Marketing Plans Fields
Field
Description

Assigned Budget

(Optional) The amount of money approved for use on the marketing plan.

Planning Period

(Optional) You associate the planning period with the plan so that you can use it during categorization and reporting. For example, you might need to track a quarterly or annual planning period.

Plan Code

(Required) An identification code determined by the user. Must be a unique value.

Comments

(Optional) A text field for any special comments for the plan.

Execution Period

(Optional) The period in which the plan will actually be executed.

Approval Status

(Optional) A status field that indicates that the plan has been submitted, approved, or declined.

Name

(Required) The name of the marketing plan.

Objective

(Optional) A text description of the objective of the marketing plan.

Organization

(Optional) A multivalue field displaying all organizations associated with the plan. All organizations that appear in this list have visibility to the plan.

Product Lines

(Optional) A dialog box containing product lines associated with this plan. Might include one or more product lines.

Products

(Optional) A dialog box containing products associated with this plan. Might include one or more products.

Region

(Optional) A listing of regions that you can associate with this plan. Regions are organized using a region hierarchy.

Team

(Optional) A multivalue field containing members of the team for the plan.

Type

(Optional) A list of the category types of marketing plans. Examples of possible values include Corporate, Regional, Business Unit, and Department.
    
Siebel Marketing User Guide