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Siebel Consumer Sector Guide > Assortment Plans > End-User Procedures >

Adding or Removing an Account from a Planning Group

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After you create a planning group, you associate accounts with it. Accounts can also be removed from the planning group.

To add an account to a planning group

Navigate to the Groups screen.
From the Show drop-down, select My Planning Groups, if necessary.
In the Groups list, click the name hyperlink of the planning group to which you would like to add an account.

The Planning Group Accounts view appears.

In the Accounts list, click New.
In the Add Accounts dialog box, select one or more accounts to add to the planning group and click OK.

All the accounts you added to the planning group appear in the Accounts list.

To remove an account from a planning group

Navigate to the Groups screen.
From the Show drop-down, select My Planning Groups, if necessary.
In the Groups list, click the name hyperlink of the planning group to which you would like to remove an account.
The Planning Group Accounts view appears.
In the Accounts list, select the account you would like to remove.
Click the Accounts list menu button and select Delete Record.

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