Configuring Classic Cycle Plans

Initial configuration includes the setup of all default functionality for Classic Cycle Plans. Advanced functionality requires additional configuration.

  1. Grant admins and end users the following permissions:

    Object OLS Record Types Fields FLS

    Cycle_Plan_vod

    CRU

    n/a

    all 

    Edit

    Cycle_Plan_Target_vod

    CRU

    n/a

    all

    Edit

    Cycle_Plan_Detail_vod 

    CRU

    n/a

    all

    Edit

  1. Grant access to the following VisualForce pages:

    • Edit_Cycle_Plan_vod
    • View_Cycle_Plan_vod
    • VODRedirect_4000_vod
  2. Enable access to the following apex classes: 

    • VODDatabaseApi
    • VEEVA_BATCH_CYCLE_PLAN_CALC
    • VEEVA_BATCH_CYCLE_PLAN_CALC_CALLS
  3. Grant users access to the Cycle Plans tab.
  4. Add the Submit_vod custom button to the Cycle Plan page layout.

  5. Place the zvod_Display_Product_Details marker field as a column on the Cycle_Plan_Target Related List on the Cycle Plan page layout if Cycle Plan Details are enabled.

    Ensure the Name field is not selected as a column and the Target field is selected on the Cycle Plan Target related list. Additionally, if you select the Actual_vod field and place it on the related list, the Planned_vod and Attainment_vod fields automatically display. The same is true for the three Total Calls fields.

  6. Place the Cycle_Plan_Apply_List_vod and/or Cycle_Plan_Schedule_Calls_vod buttons on the Cycle_Plan_Target_vod page layout.

  7. Grant users access to the Save button on the Cycle_Plan_vod page layout.

  8. Grant users access to the Submit button.

  9. Select the ENABLE_CYCLE_PLANS_REMAINING_vod Veeva Setting check box to enable it at either the company or profile level. When this setting is enabled, the R (Remaining) column displays in place of the % (Attainment) column as the last column for each product and also for the My Calls and Total Calls sections.