Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Executing/AdvScheduling.htm ## Enabling Advanced Cycle Plan Scheduling To help users meet their cycle plan goals, advanced cycle plan scheduling provides additional tools for efficiently scheduling calls to target accounts. Beyond viewing lists of cycle plan targets and default metrics for each target, users can select display-by attributes to customize the information displayed on account cards in My Schedule and filter the list of target accounts by cycle plan attributes. These capabilities enable end users to tailor the account list based on the values most relevant to their plan, for improved call scheduling and goal attainment. **Who can use this feature?** * End Users — Browser, iPad * [Displaying Additional Classic Cycle Plan Information](#Displayi) * [Filtering on Classic Cycle Plan Attributes](#Filterin) * Users do not require an additional license ### Configuring Advanced Cycle Plan Scheduling for [![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) To configure this feature, ensure the following are complete: * [Configuring Call Planning](../../../CallPlanning/CPConfig.htm) * [Configuring Classic Cycle Plans](../ClassicCyclePlanConfig.htm) * At least one cycle plan exists for the user’s territory, or the user is the owner of a cycle plan #### Additional Configuration for iPad Users To configure this feature for iPad users, complete the following additional configuration: 1. Navigate to **Business Admin > Objects > veeva\_settings\_\_v**. 2. Select the checkbox for the **enable\_adv\_cycplan\_scheduling\_\_v** Veeva Setting. ### Displaying Additional Cycle Plan Information as [![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) To display additional identifying information on account cards in the account panel or Scheduler pane, users can select one of the following display-by attributes to view below the account name or identifier: * Address * Cycle Plan Target attributes, for example, My Calls, Total Calls, Target * Cycle Plan Detail product attributes, if [Cycle Plan Details](../Creating/CreatePlan.htm#AddProducts) are included in the plan Only one display-by attribute can be selected at a time. Browser iPad To display additional information for target accounts: 1. Select a **cycle plan** from the Account Views and Lists menu. ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/DisplayBy1Cropped.png) 2. Select the **gear icon** from the Scheduler pane. ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/DisplayBy2Cropped.png) 3. Select the appropriate **attribute**. The attribute value displays below the account name or identifier, in addition to cycle plan metrics. ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/DisplayBy3Cropped.png) When a display-by attribute is selected, users can sort the account list by related values. For example, if My Calls is selected, users can sort the account list by My Calls metrics of actual calls, planned calls, scheduled calls, remaining calls, and remaining scheduled calls. To sort the account list: 1. Select the **Sort** icon. ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of Sort1Cropped.png) 2. Select a **value** to sort by. ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of Sort2Cropped.png) 3. Select the **sort order**. ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of Sort3Cropped.png) 4. Select **Apply**. ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of Sort4Cropped.png) To display additional information about target accounts: 1. Select a **cycle plan** from the Account Views and Lists menu. 2. Select the **gear icon** at the top of the accounts panel. ![](../../../../Resources/Images/SchedulingPlanning/CyclePlans/ClassicCyclePlans/DisplayBy/DisplayBy1.png) 3. Select the **Display By** field to access the Configure Display menu. ![](../../../../Resources/Images/SchedulingPlanning/CyclePlans/ClassicCyclePlans/DisplayBy/DisplayBy2.PNG) 4. Select the appropriate **context** from the first picklist. ![](../../../../Resources/Images/SchedulingPlanning/CyclePlans/ClassicCyclePlans/DisplayBy/DisplayBy3.PNG) 5. Select the appropriate **attribute** from the second picklist. ![](../../../../Resources/Images/SchedulingPlanning/CyclePlans/ClassicCyclePlans/DisplayBy/DisplayBy3.5.PNG) 6. Select **Save** to display the selected attribute. ![](../../../../Resources/Images/SchedulingPlanning/CyclePlans/ClassicCyclePlans/DisplayBy/DisplayBy6.PNG) ### Filtering on Classic Cycle Plan Attributes as [![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) To quickly narrow their account choices to only the most relevant target accounts, users can apply account list filters specific to Classic Cycle Plans. The following filters are available: * Target account specialty * My Calls metrics (Actual, Planned, Scheduled, Attainment, and Remaining Schedule) * Total Calls metrics (Total Actual, Total Planned, Total Scheduled, Total Attainment, and Total Remaining Schedule) When the [enable\_cycle\_plan\_remaining\_\_v](../ClassicCyclePlanConfig.htm#Remaining) Veeva Setting is enabled, Attainment and Total Attainment are replaced by Remaining and Remaining Total values. Browser iPad To filter target accounts: 1. Select a **cycle plan** from the Account Views and Lists menu. ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/DisplayBy1Cropped.png) 2. Select the **filter icon** from the Scheduler pane. ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of Filter1.png) 3. Select the appropriate **object** and **field**. ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of Filter2.png) 4. Select an **operator** and **value**. Depending on the type of field, users have different options for operator and value. ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of Filter3.png) 5. Select **Add Criteria** to add additional filter criteria (optional). ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of Filter4.png) 6. Select **Apply** to filter the list of accounts based on the selected criteria. ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of Filter5.png) To clear filters: 1. Select the **filter icon** from the Scheduler pane. ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of ClearFilter.png) 2. Select the **Delete** icon to remove filters. ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of Clearfilter1Cropped.png) 3. Select **Apply**. To filter target accounts on the iPad platform: 1. Select a **cycle plan** from the Account Views and Lists menu. 2. Select the **filter icon** at the top of the accounts panel. ![](../../../../Resources/Images/SchedulingPlanning/CyclePlans/ClassicCyclePlans/FilterPlans/Filter1.PNG) 3. Select the appropriate **attribute**. 4. Define filter **criteria** for the selected attribute. ![](../../../../Resources/Images/SchedulingPlanning/CyclePlans/ClassicCyclePlans/FilterPlans/Filter2.PNG) 5. Select any additional filter **attributes** and **criteria** (optional). Users can filter on several attributes at once. ![](../../../../Resources/Images/SchedulingPlanning/CyclePlans/ClassicCyclePlans/FilterPlans/Filter3.PNG) 6. Select **Apply** to filter accounts. ![](../../../../Resources/Images/SchedulingPlanning/CyclePlans/ClassicCyclePlans/FilterPlans/Filter4.PNG) To clear filters and view an unfiltered list of accounts in the cycle plan: 1. Select **Clear** from the filter menu. 2. Select **Apply**. ### Related Topics [Monitoring Classic Cycle Plan Progress](Monitor.htm) [Bookmarking Classic Cycle Plan Filters](BookmarkCCP.htm) [Viewing Cycle Plan Details from My Schedule](ViewDetails.htm)