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### 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 customise 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

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