Display Needed Data
Sheila manages the investment plan through different phases: planning, forecasting, managing of POs and actuals etc. For her work steps she needs different data on the Investments tab. For example, in the planning phase she needs to edit the Plan columns, in the forecasting phase she needs to edit the Forecast columns, and so on. Since it makes no sense to display all columns for each marketing investment, Sheila can choose one of several suitable views.
Note
Views are always configured during the system setup according to your company's specifics and way of working. If you have any questions or need a different view, please contact your system administrator.
For more information, see Views.
Identifying Forecast Status of Spend
Sheila also uses Forecast Statuses Tags. She would like to see the total amounts in her investment plan that are forecasted, committed, or actually spent. This is a quick way to gain insight on the status of marketing costs to date. See View by Forecast Status
Identifying Spend in Other Currencies
Normally Sheila enters planned expenses in the currency of the investment plan, for example USD. However, it may happen that expenses have to be made in other currencies, for example EUR. In order for Sheila to see which inputs have been made in another currency, she can activate the Original Multi-currency checkbox above the investment plan in the right corner. This view highlights cells where multi-currency entries have been made and include both the original entry/base value and the currency:
