Managing Collateral

Page Name	Definition Name	Usage
Manage Collateral Page	RA_CONTENT_GRD_PG	Add or edit collateral definition.
Manage Collateral - Collateral Details Page	RA_CONTENT_DETAIL	Define collateral.
Manage Collateral - Files Page	RA_CONTENT_ATCH	Associate files with collateral.
Manage Collateral - Task Page	RA_CONTENT_TASK	Associate tasks with collateral.
Manage Collateral - Costs Page	RA_CONTENT_COST	Enter the costs of creating collateral.
Manage Collateral - Notes Page	RA_CONTENT_NOTE	Write notes and attach them to collateral, view brief descriptions of your collateral notes, and access those notes.

Field or Control	Definition
Collateral ID	The code that uniquely identifies the collateral.
SetID	The setID in which the collateral resides.

Use the Manage Collateral page (RA_CONTENT_GRD_PG) to add or edit collateral definition.

Navigation

select Marketing, then select Manage Collateral

The Manage Collateral page enables you to search for an existing collateral definition or add one. When you select an existing definition or add one, you are taken to the Manage Collateral - Collateral Details page.

Use the Manage Collateral - Collateral Details page (RA_CONTENT_DETAIL) to define collateral.

Navigation

To add a new collateral definition, click the Add Collateral button on the Manage Collateral page.
To view or edit an existing collateral definition, use the search functionality on the Manage Collateral page. Click the Collateral Name to access the definition.

Image: Manage Collateral - Collateral Details page

This example illustrates the fields and controls on the Manage Collateral - Collateral Details page.

Field or Control	Definition
Name	Enter a brief descriptive name for the collateral.
Parent Name	At times, two or more pieces of collateral are related to each other. For example, you might have an envelope printed to match a brochure that you're sending out. To make sure that the two go together, you create a parent and child relationship. If the collateral has a parent, select that parent here.
Description	(Optional) Enter a definition of the collateral.
Type	Select a collateral type from the available list. Collateral types are defined on the Type setup page.
SubType	Select a collateral subtype from the available list. Collateral subtypes are defined on the Sub Types setup page.
Owner	Select a collateral owner. The owner is the person responsible for the collateral. The collateral owner is the default assigned-by person for collateral tasks.
Status	Identify the collateral's position in its life cycle.
Quantity	Enter the quantity of the collateral to be produced.

Use the Manage Collateral - Files page (RA_CONTENT_ATCH) to associate files with collateral.

Navigation

select Marketing, then select Manage Collateral, then select Files

Image: Manage Collateral - Files page

This example illustrates the fields and controls on the Manage Collateral - Files page.

The Files page displays summary information about collateral materials stored in your computer system. For example, you might store the text and graphics files that you use to create a brochure. These files are often not the finished collateral product, but are used in the creation of the final product.

Field or Control	Definition
File Name	Displays the name of the file attached to the collateral.
Description	Enter an optional description of the file.
Owner	Displays the person who is responsible for the file attached to the collateral.
Date Added	Displays the date when the file was attached to the collateral.
Attach File	Click the Attach File button to upload a file.

Use the Manage Collateral - Task page (RA_CONTENT_TASK) to associate tasks with collateral.

Navigation

select Marketing, then select Manage Collateral, then select Tasks

Select a task type and click Add Task to add a task, or click Add Task Set to add a task set.

Image: Manage Collateral - Task page (1 of 2)

This is the first of two examples illustrating the fields and controls on the Manage Collateral - Task page.

Image: Manage Collateral - Task page (2 of 2)

This is the second of two examples illustrating the fields and controls on the Manage Collateral - Task page.

The Task page displays summary information about tasks associated with the collateral definition and enables you to attach new tasks and task sets.

Field or Control	Definition
Task Shell	Select a task shell from the available options.
Task Sets	Select a task set from the available options.
Add Task	Click to add a new task.
Add Task Set	Click to add a new task set.
Name	Displays the name of the task or task set
Assigned By	Displays the name of the user who assigned the task or task set.
Assigned To	Displays the name of the user to which the task has been assigned.
Start Date	Displays the date that the task is to begin.
Due Date	Displays the date that the task is scheduled to be completed.
Priority	Displays the relative urgency of the task.
Status	Displays the position of the task in its life cycle.
% Complete (percent complete)	Displays the portion of the task that you have completed.
Description	Displays the description of the task or task set.

See Defining Task Tools.

Use the Manage Collateral - Costs page (RA_CONTENT_COST) to enter the costs of creating collateral.

Navigation

select Marketing, then select Manage Collateral, then select Costs

Image: Manage Collateral - Costs page

This example illustrates the fields and controls on the Manage Collateral - Costs page.

Field or Control	Definition
Cost Description	Select the description of the cost that you want to associate with the collateral. Costs are defined on the Cost setup page.
Components	Displays the description of the cost type associated with the selected cost.
Variable	Displays whether the cost of the collateral is defined as variable or fixed.
Unit Cost	Enter the cost of a single unit of the collateral.
Forecast Value	Enter the expected cost of all the collateral. This is the number of pieces multiplied by the unit cost.
Actual Value	Enter the actual cost of all the collateral. This is the final cost after adjustments are made for quantity purchased or changes in unit costs.

Use the Manage Collateral - Notes page (RA_CONTENT_NOTE) to write notes and attach them to collateral, view brief descriptions of your collateral notes, and access those notes.

Navigation

select Marketing, then select Manage Collateral, then select Notes

Click the Summary of Notes link on the Collateral - Notes page.

See Understanding Notes and Attachments.

Managing Collateral

Pages Used to Manage Collateral

Common Elements Used to Manage Collateral

Manage Collateral Page

Manage Collateral - Collateral Details Page

Manage Collateral - Files Page

Manage Collateral - Task Page

Manage Collateral - Costs Page

Manage Collateral - Notes Page