Siebel Partner Relationship Management Administration Guide > CHAMP Planning > Using Partner Plans >

Approving the Plan Jointly with the Partner

After the plan is published, the partner company can access the plan through the Siebel Partner Portal and can change the action plan by adding new activities, deleting activities, changing the start dates of activities, and so on.

If the partner company has no objections to the plan, it can immediately approve it by using the Siebel Partner Portal to select Jointly Approved in the Status field.

If the partner company has made changes to the plan, your company and the partner company should review the plan jointly, to make changes that are necessary to make it acceptable to both. Once both companies have approved the plan, you can change its status to Jointly Approved.

To change a plan's status to Jointly Approved using the Siebel PRM Partner Manager

1. Navigate to the CHAMP Planning screen.
2. From the Show drop-down list, choose All Plans Across Partners.

   The Partner Plans list appears.

3. In the Status field of the plan, select Jointly Approved.

To change a plan's status to Jointly Approved using the Siebel PRM Partner Portal

1. In the Siebel Partner Portal, the partner navigates to the CHAMP Planning screen.
2. In the Partner Plans list, in the Status field of the appropriate plan, the partner selects Jointly Approved.