Creating Account Plans

This chapter provides an overview of account plans and discusses how to:

Create account plans.
Create plans for multiple accounts.

Understanding Account Plans

Account plans contain the specific goals and objectives that have been established to manage a company, partner, site or consumer. You can associate a template with an account plan, or manually enter the information for a plan. An account plan has three main sections:

Plan details

Contains detailed information about the plan, including the plan type, objectives, and status.
Goals

Specifies the quantifiable results that are expected for the account.
Plan team

Lists the people who can view or modify the plan.

You can create a plan for an account by either accessing a company, partner, site or consumer in the Customers CRM component, Partner Profile component, or by using the My Accounts page.

Understanding Account Access

A plan has two types of application security in addition to PeopleTools security using the permission list. The row level application security is implemented by using dataset rules. Plan edit control security ensures that the user has been granted appropriate access before any status changes can be made to the plan.

Plan access follows these guidelines:

When an account and a plan on that account are unassigned, everyone with visibility to the plan can edit and change status.
When a plan has team members, but no one is identified as an owner, everyone with visibility to the plan can edit and change status.
When a plan has team members, and one or more is identified as the owner, everyone with visibility can edit in Draft status, but only the owners or owners' managers can change status from Draft to Active and back.
When a plan has no team members, but an account team exists with no owners, everyone with visibility to the plan can edit and change status.
When a plan has no team members, but an account team exists with one or more owners, everyone with visibility can edit in Draft status, but only the account owners or owners' managers can change status from Draft to Active and back.

Creating Account Plans

This section discusses how to:

Create account plan details.
Identify goals and their targets.
Define the plan team.

Pages Used to Create Account Plans

Page Name	Object Name	Navigation	Usage
Account Plan	RSP_PLANNING	My Accounts, Company - Plans, Site - Plans, Person (Consumer) - Plans and Partner Company - Plans pages Click Create Plan.	Create an account plan.
Selected Accounts	RD_SEL_ACCOUNT	My Accounts, select account Click Create Plans for Selected Accounts.	Create plans for an account.

Page Name

Object Name

Navigation

Usage

Account Plan

RSP_PLANNING

My Accounts, Company - Plans, Site - Plans, Person (Consumer) - Plans and Partner Company - Plans pages

Click Create Plan.

Create an account plan.

Selected Accounts

RD_SEL_ACCOUNT

My Accounts, select account

Click Create Plans for Selected Accounts.

Create plans for an account.

Creating Account Plan Details

Access the Account Plan page.

Note. If you select a template, the system automatically populates the plan with the information from the template. This information includes objectives, goals, plan name, description, and so on. Though most of the information is already populated after a template is selected, the user is allowed to add additional personal objectives and goals which may not be listed on the selected template.

Plan Type	Select a plan type for the plan. Values include Field Service, Marketing and Telemarketing, Partner Commerce, Sales and Support.
Select Template	Select a template to populate the data for the plan.
Plan Name	Enter a name for the plan.
Plan Status	Select a status for the plan. Values are: Active: The plan is in use. When a plan has this status, the system does not allow you to edit the goals. Only users who act as plan owners can change the status back to Draft. Cancelled: The plan is canceled and attainment does not need to be calculated. Completed: The plan attainment has been calculated and there are no more transactions expected that would change the goal attainment. Draft: The default value when you create a plan. You can edit the plan when it has this status. Inactive: The plan is no longer in use and attainment does not need to be calculated.
Description	Enter a description for the plan.
Time Frame	Select the time frame for the plan.
Currency	Select a default currency for the plan that is used to show all attainment and goals that have to do with a monetary value.
Start Date	Displays the start date for the plan time frame selected.
End Date	Displays the end date for the plan time frame selected.
Add New Objective	Click this button to access the Select Objectives page. You can choose a predefined objective or create a new objective for the plan.
View All Objectives	Click this link to access the Objectives page and view all the objectives for the plan. You can delete an objective on this page.

Identifying Goals

Access the Account Plan page.

Add Goal

Click this button to add a new goal.

Goal/Metric Name

Select a goal name for the plan.

Target Value

Enter the expected value for the goal.

Type

Displays the type of value for the goal. Values are Amount, Percent, Quantity, and Other.

Prorate

This should be set to Yes when the attainment needs to be compared with a prorated value of the target. The prorating is done based on number of days in the plan period. For example, if the target is to increase revenue by three million dollars in 90 days, and the attainment is being measured on the 30th day of the plan, the prorated target appears as one million dollars and the assessment appears based on this value.

Calc Method(calculation method)

Displays how the attainment for the goal is to be calculated. Values are Manual or Automatic. If Automatic is specified, select a term to use for the calculation.

See Measuring the Attainment of Plan Goals.

Measured By

Displays the term name used to measure the goal.

Assessment

Select an assessment name for the goal. The assessment name determines the image that the system displays and the variance indicator.

Variance Indicator

Displays the variance indicator associated with the assessment.

Copied From Template

Displays whether the system copied the goal from a template.

See Setting Up Planning Templates.

Defining the Plan Team

Access the Account Team page.

Add Team Member

Click this button to add a team member to the plan.

Owner

Specifies that one of the team members is the owner of the plan. You do not have to specify anyone as the owner of the plan. If you do not specify an owner, then anyone who can access the plan as per dataset security can change the status of the plan. If you specify one or more owners, then only the owners or the owners' manager can change the status.

Creating Plans for Multiple Accounts

This section discusses how to create plans for multiple accounts.

Pages Used to Create Plans for Multiple Accounts

Page Name	Object Name	Navigation	Usage
My Accounts	RD_ACCOUNTS	My Accounts	View accounts and add plans.
Selected Accounts	RD_SEL_ACCOUNT	My Accounts, select multiple accounts Click Create Plans for Selected Accounts.	Create plans for multiple accounts.

Page Name

Object Name

Navigation

Usage

My Accounts

RD_ACCOUNTS

My Accounts

View accounts and add plans.

Selected Accounts

RD_SEL_ACCOUNT

My Accounts, select multiple accounts

Click Create Plans for Selected Accounts.

Create plans for multiple accounts.

Creating Plans for Multiple Accounts

Access the Selected Accounts page.

Note. You must select accounts with the same role and setID to create plans for multiple accounts.

Plan Type	Select a plan type for the plan.
Select Template	Select a template to populate the data for the plan.
Plan Name	Enter a name for the plan.
Description	Enter a description for the plan.
Time Frame	Select the time frame for the plan.
Start Date	Displays the start date for the plan time frame selected.
End Date	Displays the end date for the plan time frame selected.
Select Plan Status	Select Create in Draft Status to create the plan with a status of Draftor Activate Automatically to create the plan with a status of Active.

Add Goal	Click this button to add a new goal.
Goal/Metric Name	Select a goal name for the plan.
Target Value	Enter the expected value for the goal.
Type	Displays the type of value for the goal. Values are Amount, Percent, Quantity, and Other.
Prorate	This should be set to Yes when the attainment needs to be compared with a prorated value of the target. The prorating is done based on number of days in the plan period. For example, if the target is to increase revenue by three million dollars in 90 days, and the attainment is being measured on the 30th day of the plan, the prorated target appears as one million dollars and the assessment appears based on this value.
Calc Method(calculation method)	Displays how the attainment for the goal is to be calculated. Values are Manual or Automatic. If Automatic is specified, select a term to use for the calculation. See Measuring the Attainment of Plan Goals.
Measured By	Displays the term name used to measure the goal.
Assessment	Select an assessment name for the goal. The assessment name determines the image that the system displays and the variance indicator.
Variance Indicator	Displays the variance indicator associated with the assessment.
Copied From Template	Displays whether the system copied the goal from a template. See Setting Up Planning Templates.

Add Team Member	Click this button to add a team member to the plan.
Owner	Specifies that one of the team members is the owner of the plan. You do not have to specify anyone as the owner of the plan. If you do not specify an owner, then anyone who can access the plan as per dataset security can change the status of the plan. If you specify one or more owners, then only the owners or the owners' manager can change the status.