1. Implementation Reference
  2. Enable Objectives on the Business Plans Overview Tab

Enable Objectives on the Business Plans Overview Tab

You can enable salespeople to view and drill into objectives on the overview tab of business plans. Use the profile option ZCA_SHOW_OBJECTIVES_IN_SUBTAB to specify where objectives are displayed. The default value depends on the following:

  • For a new installation, the default value is Y. If the value is set to Y, then objectives are displayed as a subtab on the Edit Business Plan: Summary page.

  • For an existing customer without objectives in the application, the default value is Y.

  • If the value is set to N, then the objectives are displayed on the Edit Business Plan: Summary page.

To enable objectives on the overview tab:

  1. In the Setup and Maintenance area, go to the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. Enter ZCA_SHOW_OBJECTIVES_IN_SUBTAB in the Profile Option Code field.

  3. Click Search.

  4. In the Profile Option: Profile Values region, do one of the following:

    • To display objectives on the overview tab, set the Profile Value to No.

    • To display objectives in a separate side tab, set the Profile Value to Yes.

  5. Click Save and Close.