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Business Planning > Objectives > Managing Objectives

Managing Objectives

For step-by-step procedures for managing objectives, see:

• Linking Records to Objectives

For step-by-step procedures that are common to many record types, see:

• Creating Records
• Updating Record Details
• Linking Records to Your Selected Record
• Working with Lists
• Using Assessment Scripts
• Sharing Records (Teams)
• Working with Attachments
• Viewing Audit Trails for Records

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

Also, depending on the access level that you have, you might not be able to perform all procedures described in the preceding list.

User Role and Access Profile Settings

To work with the Objective pages, you must have the following privileges in your user role:

• Manage Business Planning Access
• Manage Period Administration

In addition, your access profile settings must allow you to access the following record types:

• Business Plan
• Objective
• Plan Account
• Plan Contact
• Plan Opportunity

Related Topics

See the following topics for related information on objectives:

• Objectives
• Working with the Objective Homepage
• Objective Fields