Bookshelf v7.5.3: Creating a Program Plan

When you create a new program plan, you specify an objective, a type (for example, Cross-sell or Win-back), a status (Planned, Active or Completed), a revenue goal, and a budget figure. You also identify the customer hierarchy, targeting level and campaign load mapping that will be used to sort and link to contact data.

When you add organizations to a program plan, those organizations are copied to the program when it is created. If a lead partner is associated with the program plan, that lead partner will also be copied to the program. Any campaign plan that is added to a program plan (using the program flow or program explorer) will inherit the program plan's organizations. The campaign plan being added will retain any existing organizations and any existing lead partner.

The organizations on the campaign plan represent the union of the program plan and campaign plan's organizations. After you add the campaign plan to the program plan, changes made to the organizations at the program plan will not be automatically reflected at the associated campaign plan level. Segments added to the program plan will not inherit the organizations. For additional information, see Creating a Campaign Plan.

NOTE: You can turn off the teams and organizations inheritance features in Siebel Tools. In the appropriate business component, change the User Prop value for the Copy Teams and Copy Organizations property from Y to N. For more information, see Siebel Tools Reference.

You can attach documents and other files and view program stages and status. In addition, you can add team members, activity plans, and design the actual program flow, using a graphical designer workspace.

Table 63. Fields in the Program Plans Form
Field	Comment
Assigned Budget	Click the Budget select button to select the program's currency code, exchange date, and budget amount. The budget value is a top-down figure, rather than a calculated bottom-up figure such as the Expected Cost field.
Campaign Load Mapping	Required. Click the Campaign Load Mapping select button. In the Pick Campaign Load Mapping dialog box, select the predefined mapping for accessing external data sources and click OK. For details, see Creating Campaign Load Mappings. If your administrator set a default campaign load mapping, this value defaults for you. The campaign load mappings that are available for selection depend on the program's customer hierarchy and targeting level.
Customer Hierarchy	Required. Click the Customer Hierarchy select button. In the Pick Customer Hierarchy dialog box, choose the customer hierarchy for the program and click OK. For details, see About Customer Hierarchies.
Forecast Expense	This read-only field displays the sum of the expense data added in the Forecast view for campaign plans associated with the program plan. For details, see Forecasting for Campaigns.
Forecast Revenue	This read-only field displays the sum of the revenue predictions (based on data added in the Forecast view) for campaign plans associated with the program plan. For details, see Forecasting for Campaigns.
Lead Partner	Choose a partner organization to associate with the program plan.
Organization	Click the Organization select button and select the predefined organization that will be responsible for the program plan. An organization that you assign to a program plan will be inherited by programs in that plan.
Region	Choose the geographic region that the program targets in the list. Options are North, South, East, and West.
Start/End	Required. Defaults to the current date and time. Use the select button to change the defaults.
Status	The default program status is Planned. Options are Active and Completed. The status is changed from Planned, to Active, and Completed during automatic program execution. Manual execution of the program does not affect this field.
Summary	Type a summary that describes the program's goals.
Targeting Level	Click the Targeting Level select button and choose a level. For information on targeting levels, see About Customer Hierarchies.
Type	Choose the program type. Options are Acquire, Retain, Win-Back, Cross-Sell, Up-Sell.