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You have reached help for the Business Plans portlet. For assistance with general portal operations, refer to the My Tech Support Help file.

Business Plans Portlet

  • What is the Business Plans portlet and how does it work?
  • How do I remove the Business Plans portlet?
  • What is the Business Plans portlet and how does it work?

    A Cisco Channel Account Manager will work with you to create business plans for certain opportunities. In the Business Plans portlet, you can review a snapshot of the business plans associated with you.

    You can view the business plans listed in the following format:

    • Title of the business plan
    • Plan geography
    • Plan period
    • Plan owner
    • Last updated

    To see more detail on a specific business plan, click on the title of that plan and you will be taken to the Partner Business Planning tool.

    How do I remove the Business Plans portlet?

    1. Click the Edit icon on the active page tab. You see the portlets and the layout for your page.
    2. Click the X on the Business Plans portlet.
    3. Click Save. The portlet disappears from your page.

    To add the portlet again:

    1. Click the Edit icon on the active page tab.
    2. Click the Add Portlet button. A list of portlets that you can add to your page displays.


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