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Wealth Management > Financial Plans > Working with the Financial Plan Homepage

Working with the Financial Plan Homepage

The Financial Plan Homepage is the starting point for managing financial plans.

NOTE: Your company administrator can customize the layout of your Financial Plan Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page and remove sections from the page.

Creating a Financial Plan

You can create a financial plan by clicking the New button in the Recently Modified Financial Plans section. For more information, see Creating Records and Financial Plan Fields.

Working with Financial Plan Lists

Oracle CRM On Demand comes with a set of standard lists. All standard lists are public. You and your managers can create additional lists that are based on different criteria.

The following table describes the standard lists for financial plans.

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only, so you cannot edit or delete them.

Viewing Recently Modified Financial Plans

The Recently Modified Financial Plans section shows the financial plans that you viewed most recently.

To expand the list, click Show Full List.

Adding Sections to Your Financial Plan Homepage

If your user role includes the Personalize Homepages privilege, you can add additional sections to your Financial Plan Homepage, depending on which sections your company administrator has made available for display on your Financial Plan Homepage.

The following procedure describes how to add sections to your Financial Plan Homepage.

To add sections to your Financial Plan Homepage

1. On the Financial Plan Homepage, click Edit Layout.
2. On the Financial Plan Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page.
3. Click Save.