Account Properties page

When an account administrator creates or edits an account, the Account Properties page displays. Sections for Basic Info and Budget (Next 3 Years) display.

Basic Info section

The Basic Info section contains the following fields.

Field	Description
Account Name	Required. Marketing Operations uses this name to identify the account in the user interface. Enter a unique name.
Description	An optional description for the account. This description displays on the Account Definitions page.
Team Members	Required. List of owners for the account. By default, the creator of the account is listed as an owner. See To add or remove account owners. Account owners who are not also account administrators can click Financials > Accounts to review account information, and select the accounts that they own for line items on program and project Budget tabs and invoices. They cannot access the Account Properties page.
Account Number	Required. A unique, alphanumeric identifier for the account. Do not include spaces.
Security Policy	Required. The security policy for the account. Only users in this security policy can access the account.
Source Account	Displays for subaccounts only. The read-only name of the parent account.

Budget (Next 3 Years) section

The Budget section provides a grid interface for you to enter the amount budgeted for each month of the current year and the next two years. IBM® Marketing Operations tallies up entered amounts for each quarter, and totals the budgeted funds for the account per calendar year.

Account owners who click Financials > Accounts to review account information see data for the current year by default. When a different year is selected from the Account Summary list, a new browser window opens to display account information for that year.

If budget or invoice line items draw from the account in other years, those years also appear on the Account Summary list.