Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/AccountPlanXPagesTemplate.htm

## Using the Account Plan X-Pages Studio Template

The Account Plan X-Pages Studio template helps content creators quickly create an X-Page displaying high-level progress information for an ongoing Account Plan to end users. Content creators can customize the page template using X-Pages Studio.

For example, a Key Account Manager (KAM) is monitoring the annual account plan for a hospital. On the Account Plan X-Page, the KAM inspects the Account Plan progress and team member activity. The Calls by Team chart displays specific trends for the team. The KAM uses this information to determine a plan of action when visiting an HCP at the hospital.

**Who can use this feature?**

* Content Creators — Browser
* [Using the Account Plan X-Pages Studio Template](#Using1)
* KAM Users, Team Members — Browser, iPad, Windows
* [Using the Account Plan X-Pages Studio Template](#Using2)
* Users do not require an additional license

### Configuring the Account Plan X-Pages Studio Template for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

To configure this feature, ensure [Configuring X-Pages Studio](../../X_Pages/X_PagesStudio/StudioConfigure.htm) is complete.

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Key Account Manager Users, Team Members](#)

To configure this feature:

1. Navigate to **Admin > Users & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Select **Objects**.
4. Grant the following permissions:

   | Object | Object Permission | Object Type | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | account\_\_v | R | All applicable object types | * id * name\_\_v | Read |
   | account\_plan\_\_v | R | All applicable object types | * id * account\_\_v * account\_plan\_status\_\_v * health\_\_v | Read |
   | account\_tactic\_\_v | R | All applicable object types | * id * account\_\_v * account\_plan\_\_v * plan\_tactic\_\_v * account\_tactic\_status\_\_v * name\_\_v | Read |
   | action\_item\_\_v | R | All applicable object types | * id * account\_plan\_\_v * account\_tactic\_\_v * account\_\_v * action\_item\_status\_\_v * name\_\_v * assignee\_\_v * due\_date\_\_v | Read |
   | call2\_\_v | R | All applicable object types | * id * name\_\_v * account\_\_v * call\_date\_\_v * call\_channel\_\_v * ownerid\_\_v * call2\_status\_\_v * account\_plan\_\_v | Read |
   | key\_stakeholder\_\_v | R | All applicable object types | * id * account\_plan\_\_v * key\_stakeholder\_\_v * key\_stakeholder\_name\_\_v * role\_\_v | Read |
   | plan\_tactic\_\_v | R | n/a | * id * account\_plan\_\_v * name\_\_v * plan\_tactic\_status\_\_v | Read |
   | user\_\_sys | R | n/a | * id * locale\_\_sys * name\_\_v * timezone\_\_sys * user\_type\_\_v | Read |
5. Grant users View access to the **X-Pages** object control on the account\_plan\_\_v object.
6. Navigate to **Admin > Configuration > Objects > Account Plan**.
7. Add the **account\_plan\_myinsights\_section\_\_v** app section to the appropriate account\_plan\_\_v layouts.
8. Navigate to **Business Admin > Objects > Veeva Settings**.
9. Set the **KAM\_ENABLE** Veeva Setting to 1.

### Using the Account Plan X-Pages Studio Template as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

To use the Account Plan X-Pages Studio template:

1. Log into **X-Pages Studio**.
2. Select the **Studio Templates** tab.
3. Select the **Account Plan** template.
4. Select **Use Template**.
5. Customize the new page as needed. This step is optional.
6. Select the page’s Object Type when deploying the new page using X-Pages Studio:

* **Account Plan Default** - Displays the X-Page before other account plan X-Pages
* **Account Plan** - Displays the X-Page alongside other account plan X-Pages

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)KAM Users, Team Members](#)

KAMs can access the Account Plan X-Page on account\_plan\_\_v layouts to visualize high-level progress information of an ongoing Account Plan, including the following:

* Related account, status, and health
* Progress metrics and total records for strategies, objectives, and action items
* Key stakeholders for the plan, the last call date against the account, relationship strength with the key stakeholder, and the key stakeholder role
* Pending action items, due date, and assignee, with an indicator if the due date is in the past
* Recent calls against key stakeholders and the account plan's account
* Calls by user type or team for the last six months against key stakeholders and the relevant account for the plan

Additionally, users can filter the Recent Calls and Calls by Team chart by all calls against the account associated with the account plan.

![](../../../Resources/Images/AccountPlans/AccountPlanXPagesTemplate.png)

### Related Topics

[Account Plans Overview](../ManageAcctPlans/Account_Plans.htm)

[Deploying Pages to Vault CRM Using X-Pages Studio](../../X_Pages/X_PagesStudio/DeployPage.htm)