Fixed Account Plan Hierarchy Progress Calculations

1. Navigate to Admin > Operations > Jobs > Account Plan Progress Calculation Job.
2. Edit the Account Plan Progress Calculation Job.
3. Select Inactive from the Status dropdown.
4. Select Save.
5. Navigate to Admin > Users & Groups > Permission Sets.
6. Select the appropriate permission set.
7. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   account_plan__v	R	n/a	total_plan_tactics__v completed_plan_tactics__v plan_tactic_progress__v	edit
   account_tactic__v	R	n/a	account_tactic_status__v	edit
   			total_call_objectives__v completed_call_objectives__v call_objective_progress__v	read
   plan_tactic__v	R	n/a	plan_tactic_status__v	edit
   			total_account_tactics__v completed_account_tactics__v account_tactic_progress__v	read
   call_objective__v	R	n/a	completed_flag__v	edit

8. Add all fields listed in the configuration table above to the appropriate layouts.

Customer-Defined Account Plan Hierarchy Progress Calculations

1. Define the object hierarchy using a comma-delimited list using Vault relationship format in the account_plan_object_hierarchy__v Veeva Setting.

   Key considerations and restrictions for the hierarchy include:

   • The top-most level is Account Plan
   • The bottom-most level is either Call Objective or Action Item
   • The middle tiers of the hierarchy can be Veeva objects or custom objects.

     Using custom objects in the middle tiers of the hierarchy can impact Account Plan Sharing.

   • The first object in the comma-delimited list (if defined) corresponds to the second level of the hierarchy (i.e. the level immediately below the Account Plan itself)
   • The second object in the comma-delimited list (if defined) corresponds to the third level of the hierarchy
   • The third object in the comma-delimited list (if defined) corresponds to the fourth level of the hierarchy

   Example:

   • Hierarchy - Account Plan > Plan Tactic > Account Tactic > Action Item
   • Veeva Setting - plan_tactic__v.account_plan__vr,account_tactic__v.plan_tactic__vr,action_item__v.account_tactic__vr

   

2. For custom objects in the hierarchy, add the following fields:

   • Progress
     • Label - Progress
     • Name - progress__c
     • Data Type - Number
     • Minimum value - 0
     • Maximum value - 9999999999999999.99
     • Decimal places - 2
     • Format mask - Percent("0.#######%")
   • Object Status
     • Label - "{Object Name}" Status
     • Name - "{object API name}" minus "__c" plus "_status__c"
     • Data Type - picklist
     • Picklist values -
       • pending__c
       • completed__c
3. Grant Edit permission to the {Object Name]status__v fields for the objects in the hierarchy.

   The status__v field is not used for progress calculation.

4. Grant Read permission to the progress__v fields for the objects in the hierarchy.
5. Navigate to Admin > Operations > Jobs > Account Plan Progress Calculation Job.
6. Select Edit.
7. Schedule the Account Plan Progress Calculations job.
8. Verify the Status field is set to Active.

   

9. Select Save.

Account plan progress displays in the Progress and Status fields on the objects that make up the account plan.

Fixed Hierarchy Progress Calculation Logic

Progress is calculated for the fixed hierarchy defined as Account Plan > Plan Tactic > Account Tactic > Call Objective.

• Progress at the Account Plan level is determined by the number of completed Plan Tactics. The following values are calculated on the Account Plan when Plan Tactics are added, updated, or deleted:
  • Total Plan Tactics - Number of related Plan Tactics to the Account Plan
  • Completed Plan Tactics - Number of related Plan Tactics where Plan Tactic Status is Completed
  • Plan Tactic Progress - Completed Plan Tactics divided by Total Plan Tactics, displayed as a percentage
• Progress at the Plan Tactic level is determined by the number of completed Account Tactics. The following values are calculated on the Plan Tactic when Account Tactics are added, updated, or deleted:
  • Total Account Tactics - Number of related Account Tactics to the Plan Tactic
  • Completed Account Tactics - Number of related Account Tactics where Account Tactic Status is Completed
  • Account Tactic Progress - Completed Account Tactics divided by Total Account Tactics, displayed as a percentage
• Progress at the Account Tactic level is determined by the number of completed Call Objectives. The following values are calculated on the Account Tactic when Call Objectives are added, updated, or deleted:
  • Total Call Objectives - Number of related Call Objectives to the Account Tactic
  • Completed Call Objectives - Number of related Call Objectives where Completed is selected
  • Call Objectives Progress - Completed Call Objectives divided by Total Call Objectives, displayed as a percentage

Customer-Defined Hierarchy Progress Calculation Logic

Progress is calculated for the customer-defined hierarchy as defined in the account_plan_object_hierarchy__v Veeva Setting.

• Progress at the first level (Account Plan) is determined by counting the number of completed records at the second level (defined by the first object in the comma-delimited list of the hierarchy Veeva Setting) and dividing that by the total number of records at the second level
• Progress at the second level (the level immediately below the Account Plan, defined by the first object in the comma-delimited list of the hierarchy Veeva Setting) is determined by counting the number of completed records at the third level (defined by the second object in the comma-delimited list of the hierarchy Veeva Setting) and dividing that by the total number of records at the third level
• Progress at the third level (defined by the second object in the comma-delimited list of the hierarchy Veeva Setting) is determined by counting the number of completed records at the fourth level (defined by the third object in the comma-delimited list of the hierarchy Veeva Setting) and dividing that by the total number of records at the fourth level
• Progress based on Call Objectives is determined based on the Completed flag (completed_flag__v = TRUE)
• Progress based on objects other than Call Objectives is calculated using the Status picklist (object_status__v = completed__v) on the appropriate Veeva or custom object defined in the account plan