Siebel Partner Relationship Management Administration Guide > CHAMP Planning > Creating Initiatives >

Adding an Initiative

Begin by adding the initiative.

To add an initiative

1. Navigate to the CHAMP Planning screen.

   From the Show drop-down list, initiatives should be chosen by default.

2. In the Partnership Initiatives list, click the menu button, then click New Record.
3. Enter information about the initiative in the fields of the new record and the fields of the More Info form.

   Field	Comment
   Name	Enter a name for the initiative.
   Description	Enter a description of the initiative for your own use.
   Period	Select the period for which this initiative is valid.
   Start Date	The start date of the selected period is entered automatically, based on your selection in the Period field. This is a read-only field.
   End Date	The end date of the selected period is entered automatically, based on your selection in the Period field. This is a read-only field.
   Target Market	Select the market segments toward which this initiative is targeted.
   Target Amount	Enter the target amount of money you expect this initiative to generate.
   Target Quantity	Enter the target quantity you expect the initiative to achieve. For example, if the goal of the initiative is to get new customer accounts, enter the number of new accounts you hope to get.
   Actual Amount	After the period of the initiative has ended, you will enter the actual amount of money this initiative generated.
   Actual Quantity	After the period of the initiative has ended, you will enter the actual quantity this initiative achieved.
   Active	This read-only field indicates whether the initiative is still active. It is automatically set to true on the start date and set to false after the end date.