Function documentationCost Planning

 

Cost planning allows you to plan your costs for a marketing project or marketing project element and to distribute your planned costs to target objects such as business partners, products, or sales organizations. You can use this information later in reporting to make plan data to actual data comparisons.

You use this function mainly for campaigns and campaign elements.

Prerequisites

You have created a marketing project and assigned to it a planning profile group that contains at least one planning profile of type Cost Planning.

If you want to use value distribution, you have made the settings in Customizing for Customer Relationship Management under Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step Key Figure Planning Next navigation step Maintain Value Distribution End of the navigation path.

Activities

  1. On the overview page of the respective marketing project, in the Planning assignment block, select the cost planning profile you want.

  2. In the Distribution table, enter the parameters to which you want to use to distribute the costs, that is, business partners, products, or sales organizations, or any combination of these. You can enter several lines.

  3. Choose Distribute.

    Under the Distribution table, the planning layout from Business Planning and Simulation (BPS) appears and lists the marketing spend types available.

    Note Note

    In standard cost planning, the marketing spend types are displayed as set in planning profile 4CRMMP03. In coupon cost planning, you can select the desired marketing spend types in Customizing for Customer Relationship Management under Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step Key Figure Planning Next navigation step Define Marketing Spend Types End of the navigation path.

    End of the note.

  4. Click Expand All Rows.

    The parameters you have entered appear under each of the marketing spend types.

  5. Enter the planned costs at the desired level.

    Costs you enter at lower levels are aggregated at upper levels; costs you enter at upper levels are distributed equally to lower levels. You can change any of the calculated figures.

  6. Click Expand All Columns

    The amounts that are calculated automatically for each month from the total are displayed. You can change these amounts.

  7. Choose Back and then Save.