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Business Planning > Plan Opportunities > Plan Opportunity Fields
Plan Opportunity Fields
Use the Plan Opportunity Edit page to add a plan opportunity or update details for an existing plan opportunity.
TIP: You can also edit plan opportunities on the Plan Opportunity List page and the Plan Opportunity Detail page. For more information on updating records, see Updating Record Details.
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.
The following table provides additional information regarding some of the plan opportunity fields.
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Field
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Description
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Plan Opportunity Information
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Business Plan
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The business plan that is associated with this plan opportunity record. Click the Lookup icon to select the business plan. (Required.)
For more information on business plans see Business Plans.
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Opportunity
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The opportunity in Oracle CRM On Demand that is associated with this plan opportunity record. Click the Lookup icon to select the associated opportunity. (Required.)
For more information on opportunities, see Opportunities.
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Opportunity: Account
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The account associated with opportunity. (View-only.)
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Opportunity: Close Date
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The expected close date associated with the opportunity. (View-only.)
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Opportunity: Forecast
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If this check box is selected, it indicates that the opportunity is to be included in the forecast revenue calculation. (View-only.)
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Opportunity: Owner
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The information from the Owner field in the opportunity record. The owner is the person who is assigned to this opportunity. (View-only.)
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Opportunity: Revenue
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The potential revenue associated with the opportunity. (View-only.)
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Related Topics
See the following topics for related information about plan opportunities:
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