Views

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.

  1. On the Investments tab, click on the View drop-down menu in the upper right corner.

  2. Select a view as desired.

The view is applied and according columns are displayed.