Adding Detailed Information to Programs
The following procedure shows how to add detailed information to programs.
To add detailed information to programs
Navigate to the Programs screen, then the Program list. Click an existing program in the program list.
Click the Program Details view tab and complete the fields.
Use the following table, which describes fields in the Programs Details view, as a guide.
Field Comment Objective
Enter a text description of the objective for this program.
Product Lines
Click the Product Lines select button to select product lines that this program promotes.
Products
Click the Product select button to select products that this program promotes.
Lead Partner
Choose a partner organization to associate with the program. The Lead Partner is limited to the organizations associated with the program.
Summary
Enter a summary that describes the program’s goals.
Program Template
Indicates the name of the program template (if any) that has been applied to this program.
Default Source Code Format
Click the Default Source Code Format select button to select a default source code format for this program.
Marketing Plan
Shows the parent Marketing Plan if the program is associated with a Marketing Plan.
Planning Period
Click the Planning Period select button to associate the planning period with the plan. The period is associated with the plan for categorization and reporting purposes. For example, you might want to track a quarterly or annual planning period.
Budget Request
Indicates the budget requested for this program.
Requested Budget
Enter a requested budget amount.
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 (descending) figure, rather than a calculatebottom-up (ascending) figure.
Forecast Expenses
This read-only field displays the sum of the expense data added in the Forecast view for campaigns associated with the program.
Actual Expenses
Indicates the actual expenses associated with this program.
MDF Requested
Indicates the Marketing Development Funds (MDF) associated with this program. This association is made on the MDF Pre-approval in the Marketing Purpose field.
Net Expense (forecast)
Calculated as Actual Expense less MDF Requested.
Forecast Revenue
Indicates the sum of the revenue predictions (based on data added in the Goals view) for campaigns associated with the program.
Actual Revenue
Indicates the actual revenue associated with this program.
Save the record.