Setting up the Workspace

For effective management of marketing investments, Sheila must set up the workspace on the Investments tab to meet her needs at all times. To do this, Sheila must answer the following questions:

• Which line items of an investment plan do I need if I need to edit data or details? Do I need to search or filter the investment plan? If so, by which properties? The answer influences which categories, sub-categories, line items and placeholders are visible in the purple colored area in the following screenshot. For more information see Searching and Filtering Marketing Investments.

• What data do I need? Do I need plan, forecast or other data? The answer to the question influences which columns are displayed in the green area in the following screenshot. For more information see Display Needed Data.