Plans
Plans capture the objectives of a business unit or geographic area for a specific timeframe, such as a year or a quarter. A plan is the container for your marketing programs and projects.
After you add a plan, you link one or more programs to the plan. Information from each linked, or child, program, and from each of the projects that is linked to a program, "roll up" to the plan. As a result, you can review metrics and budget information from the perspective of the overall plan in addition to the program and project levels.
Plan views
Summary information for plans
Fiscal year for plans
To add a plan
To add or remove a program area
To link a program to a plan
Adding a new program from a plan
To remove a program from a plan
To start a plan
To delete a plan
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