Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Executing/ManageTargets.htm

## Managing Classic Cycle Plan Targets

To keep plans relevant and impactful, users with the necessary permissions can quickly add, delete, or edit cycle plan targets. When adding targets, users define planned call goals and can also specify product detail goals. This flexibility helps adapt plans to changing market conditions, strategies, and priorities, ensuring plans are optimized for the right accounts and objectives.

**Who can use this feature?**

* Cycle Plan Admin Users, End Users, Managers — Browser
* [Adding Targets](#Adding)
* [Editing Targets](#Editing)
* [Deleting Targets](#DeleteTargets)
* Users do not require an additional license

### Configuring Managing Targets for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Cycle Plan Admin Users](#)

To configure this feature, ensure [Configuring Classic Cycle Plans](../ClassicCyclePlanConfig.htm) is complete.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users and Managers](#)

To configure this feature, ensure [Configuring Classic Cycle Plans](../ClassicCyclePlanConfig.htm) is complete.

Depending on which user types manage targets in an organization, and which actions are appropriate for each user type in the organization, end users and managers need additional permissions.

#### Adding Targets

To enable end users or managers to add targets:

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

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | cycle\_plan\_detail\_\_v | CRE | n/a | * cycle\_plan\_target\_\_v * product\_\_v * planned\_details\_\_v * total\_planned\_details\_\_v | Edit |
   | * created\_by\_\_v * created\_date\_\_v | Read |
   | cycle\_plan\_target\_\_v | CRE | n/a | * cycle\_plan\_\_v * cycle\_plan\_account\_\_v * planned\_calls\_\_v * total\_planned\_calls\_\_v | Edit |
   | * created\_by\_\_v * created\_date\_\_v | Read |

#### Editing Targets

To enable end users or managers to edit targets:

1. Navigate to **Admin > User & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Select the **Objects** tab.
4. Grant Edit permission to the following additional fields on the **cycle\_plan\_detail\_\_v** object:

* planned\_details\_\_v
* total\_planned\_details\_\_v

5. Grant Edit permissions to the following additional fields on the **cycle\_plan\_target\_\_v** object:

* planned\_calls\_\_v
* total\_planned\_calls\_\_v

#### Deleting Targets

To enable end users or managers to delete targets:

1. Navigate to **Admin > User & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Select the **Objects** tab.
4. Grant Delete permission to the **cycle\_plan\_target\_\_v** object.

### Adding Targets as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)All Users](#)

To add a target to a Cycle Plan:

1. Navigate to the **Cycle Plan Targets** section of a Cycle Plan record detail page.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/ManageCPTargets/Copy of AddTarget1Cropped.png)
2. Select the **Add Target Account** button.
3. Search for and select the appropriate target account from the **Target** field.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/ManageCPTargets/Copy of AddTarget3Cropped.png)
4. Populate at least the **Planned Calls** field for the new target. To define additional goals for the target, also populate the following fields:

   * Planned Details - Product detail goals for a specific product and the target
   * Planned Total Calls - Goal for all calls to the target, across the territory
   * Planned Total Details - Product detail goals for a specific product and target, across the territory

   For more information on creating targets and goals, see [Creating Classic Cycle Plans](../Creating/CreatePlan.htm).

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/ManageCPTargets/AddTarget3.5.png)
5. Select **Save**. Cycle Plan Target records and any associated Cycle Plan Detail records are created when users save the new target.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/ManageCPTargets/AddTarget4ApplyList1.png)

#### Adding Multiple Targets from an Account List

Alternatively, [Account Lists](../../../Accounts/MyAccounts/Account_Lists_and_Views.htm) can be used to add multiple targets to a cycle plan at once. Adding accounts from an Account List enables users to add several accounts at once, saving time and increasing efficiency. Account Lists can be used to group accounts based on any desired attributes, for example, historical sales data, field input, or marketing initiatives.

To add targets from an Account List:

1. Navigate to the **Cycle Plan Targets** section of a Cycle Plan record detail page.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/ManageCPTargets/ApplyList1Cropped.png)
2. Select the **Apply List** button.
3. Select the appropriate Account List.

   Users must be the account list owner to access Account Lists.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/ManageCPTargets/ApplyList3.png)
4. Select **Apply**.

All in-territory accounts in the list are added as target accounts. If an account is already a target for the plan, it is not re-added. After adding targets from an account list, add goals by editing the new targets.

![](../../../../Resources/Images/Classic Cycle Plans/Execute/ManageCPTargets/ApplyList4.png)

### Editing Targets as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)All Users](#)

To edit a target, select the target name link from the Cycle Plan Targets table.

![](../../../../Resources/Images/Classic Cycle Plans/Execute/ManageCPTargets/EditTarget0.png)

From the Edit Target Account page, users can edit the Planned values for the account or add additional detail product goals for the account. If a new product detail goal is added for the target, a corresponding Cycle Plan Detail record is created.

![](../../../../Resources/Images/Classic Cycle Plans/Execute/ManageCPTargets/EditTarget.png)

### Deleting Targets as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)All Users](#)

For users with Delete permission to the Cycle Plan Target object, a Delete button displays in the Cycle Plan Targets section of the Cycle Plan record detail page. To delete targets:

1. Select the **check boxes** for the appropriate targets.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/ManageCPTargets/DeleteSelected1.png)
2. Select **Delete Selected**.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/ManageCPTargets/DeleteSelected2.png)
3. Select **Delete** to confirm the deletion.

### Related Topics

[Creating Classic Cycle Plans](../Creating/CreatePlan.htm)

[Monitoring Classic Cycle Plan Progress](Monitor.htm)

[Scheduling Calls for Classic Cycle Plan Targets](ScheduleCalls.htm)