A plan captures the objectives of a business unit or area for a specific time period, typically measured yearly or quarterly. A plan also serves as a container and "rollup" point for the various programs and projects that you define to meet your marketing goals.

Information from "child" programs and child projects of the programs roll up to the plan, tracking linked information. For example, if you have a plan with a child program, you can make budget information that is related to the program roll up from the program to the plan. You can then study and track this information from the perspective of the plan.