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.