1. Applications Administration Guide
  2. Creating a Portfolio Plan

Creating a Portfolio Plan

You can create a portfolio plan to group your accounts together.

This task is a step in Roadmap for Managing Portfolios.

To create a portfolio plan

  1. Navigate to the Accounts screen, then the Portfolio Management Process view.

  2. In the portfolio plan list, create a new record, and complete the necessary fields.

    Some fields are described in the following table.

    Field Comments

    Portfolio Name

    Type a unique name for the portfolio plan.

    Status

    Select the status of the portfolio plan from the drop-down list.

    Period From

    Select the start date of the period for which the plan is active.

    Period To

    Select the end date of the period for which the plan is active.

    Completion Date

    Select the date by which the portfolio plan is due to be completed.

    Next Review Date

    Select the date of the next management review between the portfolio manager and the portfolio manager’s manager.

    Currency Code

    Select the currency to use for revenue amounts for the portfolio plan.

    Owner

    Select the owner of the portfolio plan.

    Portfolio Plan Goal

    Type the goals for the portfolio plan.

    Critical Success Factor

    Type the factors that are important for the success of the portfolio plan.

  3. Drill down on the Portfolio Name field of a portfolio plan record to see more fields.

    Some fields are described in the following table.

    Field Comments

    Last Revenue Calculation

    Displays the date of the most recent revenue calculation.

    Revenue Assessment From

    Select the start date of the period for which you want to analyze revenue.

    Revenue Assessment To

    Select the end date of the period for which you want to analyze revenue.

    Revenue Benchmark

    Select the amount of the total current revenue. This value determines which accounts are considered to be more significant and less significant. It also determines which accounts appear in the first section of the segmentation map and the second section of the segmentation map.

    A Account Breakpoint

    Select the future potential score. This score determines which accounts are considered to be more significant and less significant. It also determines which accounts appear on the starting half of the segmentation map and the ending half of the segmentation map.

  4. To add accounts to the portfolio plan, perform the following steps:

    1. Navigate to the Segmentation view, then the Revenue Assessment view.

    2. Create a new record, and select an account in the Account field.

      The other fields are automatically populated.

While you are in a view, click Reports in the toolbar to access the available preconfigured reports for the data in that view. For more information about reports, see Siebel Reports Guide.