Understanding Planning TemplatesThis chapter provides an overview of planning templates and discusses how to:
Set up planning templates.
Clone planning templates.
Understanding Planning TemplatesA planning template specifies a set of data that is used to create a plan. Planning templates enable you to define a template that contains a default set of objectives and goals, and create multiple plans from the template. Templates are keyed by setID. They are used by PeopleSoft Strategic Account Management to define goals that are measured against set targets and by Smart Views to report metrics.
You can create a template that is similar to an existing template by cloning the existing template and modifying the new template.
Planning templates are composed of these main sections:
Template Details
Objectives
Identify Goals
Template Editors
You can also attach tasks or notes to an account plan. The tasks added to the account plan for a company appear when you view the tasks for the associated company. You can also define tasks for planning templates.
Template Details
The Template Details section captures high level information, such as the template name, the plan type to which a template belongs, the planning period, template status, currency, and the purpose for which the template is used. The template usage differentiates whether a template is applicable to the account plan or to the segment plan (both for Strategic Account Management). Only active templates can be associated with plans or with segment groups.
The plan type controls which free-form text fields appear in the Details section. For example Value Statement and Critical Success Factors appear for Sales plans, because they are set up for the sales plan type. The template has a currency code associated with it; all the goal targets that have a type of amount are entered in this currency.
Objectives
Objectives are the purposes for the plan, and are either selected from a list of predefined objectives or entered free-form.
Identify Goals
To identify goals, the user enters the details of each goal, such as the name of the goal, the target score expected, and how this is to be calculated (automatic or. manual). Target type specifies whether the target score being specified is an amount value, quantity, percentage, or some other type. The assessment name specifies which visual status breaks are to appear (green, red, yellow, and so on), as well as which variance indicator is associated with the associated assessment.
Template Editors
Template editors are the people are allowed to view or modify the template. When there is at least one Editor marked as Owner then only an Owner can change the template from Active to Draft.
Setting Up Planning TemplatesTo set up planning templates, use the Planning Template (RSP_PLANNING) component.
This section discusses how to:
Define planning templates.
Add tasks to a planning template.
Add notes and attachments to a planning template.
Pages Used to Set Up Planning Templates
|
Page Name |
Object Name |
Navigation |
Usage |
|
RSP_PLANNING |
Set Up CRM, Product Related, Strategic Account Planning, Planning Templates, Planning Template Select the Header Details tab. |
Define planning templates. Header details that you enter include: template parameters, objectives, goals, and template editors. |
|
|
RB_TSK_EDIT_GRID |
Set Up CRM, Product Related, Strategic Account Planning, Planning Templates, Planning Template Select the Tasks tab. |
Add tasks to planning templates. |
|
|
RSP_PLANNING_NOTE |
Set Up CRM, Product Related, Strategic Account Planning, Planning Templates, Notes Select the Notes tab. |
Add notes and attachments to planning templates. |
Defining Template DetailsAccess the Planning Template - Header Details page.
Template Details
|
Name |
Enter a name for the planning template. |
|
Status |
Select a status for the planning template. Values are: Draft: The default value when you create a planning template. You can edit the template when it has this status. You must change the status to Active before you can use the template. Active: The template can be used to create a new plan . When a plan has this status, the system does not allow you to edit the objectives or goals. Only template owners who have write with override access can change the status back to Draft. Inactive: The planning template can no longer be used when it is inactive. Canceled: The planning template is canceled and cannot be used. Completed: The validity of the template has expired, so it is not available for use. |
|
Description |
Enter a description for the planning template. |
|
Usage |
Select the whether the template is being created for segment planning or for account planning. Values are Account Planning and Segment/Audience Planning. |
|
Plan Type |
Select a plan type for the planning template. The list of available plan types differs depending on the usage that you select. |
|
Frequency |
Select a frequency for the planning template. Values are Annual, Bi-Weekly, Daily, Monthly, Quarterly, SemiAnnual, and Weekly. |
|
Currency |
Select a currency for the planning template. |
|
Start Time Frame |
Select the starting time period for which this planning template is valid. The Start Time Frame and End Time Frame fields prevent a user from using this template for a timeframe which falls out of this range. |
|
End Time Frame |
Select the ending time period for which this planning template is valid. |
|
Start Date |
Displays the date for the start time frame selected. |
|
End Date |
Displays the date for the end time frame selected. |
|
Lock Down Changes to Plan Targets |
Select to prevent the user from modifying target values in plans that are created from this template. |
|
Task Group Template |
Select a task group template from which to populate tasks on plans that are created from this template. |
|
Add Objective |
Click this button to access the Select Objectives page. You can choose a predefined objective or create a new objective for the planning template. This button appears only when the template is in Draft status. |
|
View All Objectives |
Click this link to access the Objectives page and view all the objectives for the planning template. You can delete an objective on this page. |
Note. When you select a plan type for the template, the system adds the plan type's objectives to the template.
|
Add New Goal |
Click this button to add a new goal. This button only appears when the template is in Draft status. |
|
Goal Name |
Select a predefined goal or enter a goal name to add a custom goal. |
|
Target Value |
Enter the target value for the goal. |
|
Type |
Displays the type of value for the goal. Values are Amount, Percent Quantity and Other. |
|
Prorate |
When the value for the Prorate field is set to Yes, the attainment is compared with a prorated value of the target. The prorating is done based on number of days in the plan period. |
|
Calc Method (calculation method) |
Displays how the attainment for the goal is calculated. Possible values are Automatic or Manual. |
|
Measured By |
Displays the term name used to measure the goal. |
|
Assessment |
Select an assessment name for the goal. The assessment name determines the images that the system displays and the variance indicator. |
|
Variance Indicator |
Click this tab to display the variance indicator that is associated with the assessment. |
|
Add New Editor |
Click this button to add a new template editor. |
|
Owner |
Specifies that one of the editors owns the template. You do not have to specify a template owner. If you do not specify an owner, then anyone can change the status of the template, otherwise only the owner or the owner's manager can change the status. |
See Also
Defining TasksAccess the Planning Template - Tasks page.
See Defining Company Information.
Defining Notes and Attachments
Access the Planning Template - Notes page.
See Defining Company Information.
Cloning Planning Templates
This section discusses how to clone a planning template.
Page Used to Clone Planning Templates
|
Page Name |
Object Name |
Navigation |
Usage |
|
RB_CLONE_TXN_SEC |
Set Up CRM, Product Related, Strategic Account Planning, Planning Templates Select a template and click the Clone button on the toolbar. |
Define parameters for cloning planning templates. |
Cloning Planning TemplatesAccess the Clone Template page.
|
Number of Clones |
Enter the number of templates that you want to create. |
|
New Template |
Enter a name for the cloned template. |
|
Select |
Select to copy Goals, Objectives,, Tasks, or Template Editors to the new template. |