Design-time template objects versus run-time plan records
Key Takeaway
Design-time objects are reusable templates. Importing them into an Account Plan or Territory Business Plan creates run-time records for that one plan. An Action Plan and its Assessment Tasks come in with a goal only when an Action Plan Template Assignment links the Action Plan Template to the Goal Definition.
Key Account Management (KAM) splits planning into two layers. Design-time objects are reusable templates for goals, tactics, and steps. Run-time records are the records inside one specific Account Plan or Territory Business Plan. Knowing which layer a record belongs to tells you where to configure something and where to track it.
Design time and run time
A template works like a blueprint. The run-time records are the copies built from it for one plan. You define the templates once. Each time a key account manager imports them into a plan, they become new run-time records that the manager tailors and works on for that account or territory.