Siebel Marketing Guide > Planning and Budgeting for Marketing >
Creating a Marketing Plan
You create a marketing plan in the Marketing Plans screen. The More Info view tab provides a list of all the marketing plans to which you have access.
The Show drop-down list provides several levels of visibility, including the following views:
- My Marketing Plans displays marketing plans for which you are on the team.
- 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
- From the application-level menu, choose View > Site Map > Marketing Plans > My Marketing Plans.
- In the Marketing Plans list, create a new record.
- Complete the fields using Table 64 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 calculate forecast and actual expenses for the marketing plan and To associate a fund request with a marketing plan.
Table 64. Marketing Plans Fields
Field
|
Description
|
Assigned Budget
|
Optional. A user-typed value for the amount of money approved for use on the marketing plan.
|
Budget Period
|
Optional. You associate the budget period with the plan for expense recognition. For example, you might need to track a quarterly or annual budget period.
|
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.
|
Executive Approval
|
Optional. A status field indicating whether the plan has been approved by the appropriate executive.
|
Marketing Approval
|
Optional. A status field indicating whether the plan has been approved by the appropriate marketing director.
|
Name
|
Required. The name of the marketing plan.
|
Objective
|
Optional. A text description of the objective of the marketing plan.
|
Organization
|
Optional. A multi-value field displaying all organizations associated with the plan. All organizations that appear in this list have visibility to the plan.
|
Parent Plan
|
Optional. Choose a parent plan in this field when you want to make the current marketing plan record a subplan (child marketing plan). By selecting a parent plan you associate it with another marketing plan (child or subplan). One marketing plan can only have only parent plan. One parent plan can have multiple subplans.
|
Product Lines
|
Optional. A dialog box containing product lines associated with this plan. May include one or more product lines.
|
Products
|
Optional. A dialog box containing products associated with this plan. May include one or more products.
|
Region
|
Optional. A listing of regions that you can associate with this plan.
|
Team
|
Optional. A multi-value field containing members of the team for the plan.
|
Type
|
Optional. A list of the category types of marketing plans. Values include Corporate, Regional, Business Unit, and Department.
|
