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

## Applying a Product Plan to an Account Plan

Key Account Managers can apply predefined product strategies and tactics directly to their account plans, allowing users to quickly add established tactics from a central Product Plan to an individual Account Plan. This saves time by eliminating the need to manually create account plan objectives and ensures account execution aligns with overall brand strategy.

**Who can use this feature?**

* Key Account Managers — Browser
* [Applying Product Strategies](#ApplyingProductStrategies)
* [Applying Product Tactics](#ApplyingProductTactics)
* Users do not require an additional license

### Configuring Apply Product Plan for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Key Account Managers](#)

To configure this feature:

1. Ensure [Configuring Account Plans](../Config/ConfiguringAccountPlans.htm)  is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate Permission Set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Type | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | account\_plan\_\_v | R | None | * account\_\_v * id\_\_v * name\_\_v | Read |
   | product\_plan\_\_v | R | None | * active\_\_v * id\_\_v * name\_\_v | Read |
   | product\_strategy\_\_v | R | None | * id\_\_v * name\_\_v * active\_\_v * product\_plan\_\_v | Read |
   | product\_tactic\_\_v | R | None | * active\_\_v * description\_\_v * id\_\_v * name\_\_v * product\_\_v * product\_strategy\_\_v * type\_\_v | Read |
   | account\_tactic\_\_v | CRE | None | * account\_\_v * account\_plan\_\_v * description\_\_v * id\_\_v * name\_\_v * product\_\_v * product\_tactic\_\_v * product\_strategy\_\_v * type\_\_v | Edit |
6. Grant Execute permission for the **Apply Product Plan** action on the account\_plan\_\_v object.
7. Navigate to the **Pages** tab on the permission set.
8. Grant View access to the **Apply Product Plan** page.
9. Navigate to **Admin > Configuration > Objects**.
10. Add the **Apply Product Plan** action to the appropriate object types on the account\_plan\_\_v object.
11. Navigate to **Business Admin > Settings > Veeva Settings**.
12. Select the **Enable Tactic List** checkbox to allow users to select individual Product Tactics when applying the plan. This step is optional.

### Using Apply Product Plans as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Key Account Managers](#)

Users can apply Product Strategies to an Account Plan. If the Enable Tactic List Veeva Setting is enabled, they can select individual Product Tactics to apply to the Account Plan.

For information on Product Plans, see [Product Plans](../ManageAcctPlans/Product_Plans.htm).

#### Applying Product Strategies

If the Enable Tactic List Veeva Setting is disabled, users can select one or more Product Strategies from the Apply Product Strategies view. A record is created for each associated Product Tactic. To apply product strategies to an account plan:

1. Navigate to an Account Plan record.
2. Select the **Apply Product Plan** action from the All Actions menu.
3. Select the checkbox next to each Product Strategy that should be applied to the plan.

   Selecting the Product Strategy name opens the record in a new tab.
4. Select **Apply**. An account\_tactic\_\_v record is created using the user's default object type for each product\_tactic\_\_v record associated with the selected Product Strategy.

After the records are created, the account\_tactic\_\_v related object section on the Account Plan displays.

Product Plan records with one or more related Product Strategy records cannot be deleted

#### Applying Product Tactics

The Apply Product Tactics view is available when the Enable Tactic List Veeva Setting is enabled. Users can select one or more individual Product Tactics from various strategies.

To apply individual product tactics to an Account Plan:

1. Navigate to an Account Plan record.
2. Select the **Apply Product Plan** action from the All Actions menu.
3. Select the checkbox next to each Product Tactic that should be applied to the plan.

   Selecting the Product Strategy name opens the record in a new tab.
4. Select **Apply**. An account\_tactic\_\_v record is created using the user's default object type for each product\_tactic\_\_v record associated with the selected Product Strategy.

After creating the records, the account\_tactic\_\_v related object section on the Account Plan displays.

### Related Topics

[Product Plans](../ManageAcctPlans/Product_Plans.htm)

[Assigning Accounts to Strategies](TacticalAssociationPlanStrategies.htm)