SAP Planning Content for Marketing Plans and Campaigns

The following tables show the standard Business Planning and Simulation (BPS) planning objects currently delivered for campaigns and campaign elements:

Planning Area 4CRM0001 – CRM Marketing Plan Values Based on InfoCube 0CRM_C01 Marketing Plan Values; the InfoCube contains the characteristic 0MEASURE (description: Key Figure)
	Planning Level 4MP20000 Cost Planning
		Planning Profile 4CRMMP03 Marketing Cost Planning
	Planning Level 4MP30000 Response Planning
		Planning Profile 4CRMMP04 Marketing Response Planning
	Planning Level 4MP40000 Product Planning
		Planning Profile 4CRMMP05 Marketing Product Planning
	Planning Level 4MP50000 Business Partner Planning
		Planning Profile 4CRMMP06 Marketing Business Partner Planning
	Planning Level 4MP60000 Top-Down Planning / Budgeting
		Planning Profile 4CRMMP07 (currently not active)
	Planning Level 4MP70000 Marketing Top-Down Hierarchical Planning
		Planning Profile 4CRMMP11 Marketing Top-Down Hierarchical Planning
	Planning Level 4MP80000 Marketing Top-Down Planning (Top Node)
		Planning Profile 4CRMMP12 Marketing Top-Down Planning (Top Node)
	Planning Level 4MP21000 Derivation of ERP WBS Element
		No planning profile; is executed directly in BPS
	Planning Level 4MP23000 Budget Transfer to ERP Project System
		No planning profile; is executed directly in BPS

Planning Area 4CRM0003 – CRM Marketing: Coupon Campaigns Based on InfoCube 0CRM_C10 Marketing Coupon Planning; the InfoCube contains the characteristic 0CRM_MKTSPD (Marketing Spends)
	Planning Level 4CRM0001 Coupon Campaign
		Planning Profile 4CRMMP08 Marketing Coupon Campaigns
	Planning Level 4CRM0002 Coupon Group Campaign
		Planning Profile 4CRMMP09 Marketing Coupon Group Campaign
	Planning Level 4CRM0003 Coupon Workflow Campaign
		Planning Profile 4CRMMP10 Marketing Coupon Workflow Campaign

Planning Profile Group 4MKT Campaign Planning
	Planning Profile 4CRMMP03 Marketing Cost Planning Planning Profile 4CRMMP04 Marketing Response Planning Planning Profile 4CRMMP05 Marketing Product Planning
Planning Profile Group 4CP1 Business Partner Planning for Campaigns
	Planning Profile 4CRMMP06 Marketing Business Partner Planning
Planning Profile Group SAP2 Marketing Planning
	Planning Profile 4CRMMP12 Marketing Top-Down Planning (Top Node)
Planning Profile Group 4CO1 Group Cost Planning for Coupons
	Planning Profile 4CRMMP09 Marketing Coupon Group Campaign
Planning Profile Group 4CO2 Cost Planning for Coupons
	Planning Profile 4CRMMP08 Marketing Coupon Campaigns

Note Note

Planning profile 4CRMMP01 is not included in a planning profile group since it is not designed to be used in Marketing Planning. It is a technical profile that can be used in BPS (transaction BPS0) to view all planning objects that are relevant for marketing planning only. You only need it if you want to analyze or change the standard content.

End of the note.

Defining Custom Planning Content

Key Figures

You define custom key figures for the characteristic 0MEASURE in Customizing for Customer Relationship Management under Marketing Marketing Planning and Campaign Management Key Figure Planning Define Key Figures . Depending on your system and software installation, calling up this activity brings you to two different places: SEM Measure Builder (if you are using an earlier version of BPS) or the BI master data maintenance (if you are using the BPS version that comes with SAP CRM 5.0 or higher). You can define custom key figures in either environment.
You define custom key figures for 0CRM_MKTSPD in Customizing for Customer Relationship Management under Marketing Marketing Planning and Campaign Management Key Figure Planning Define Marketing Spend Types .

Other Planning Objects

You set up your custom planning environment (planning areas, planning levels, and planning packages) in Customizing for Customer Relationship Management under Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Key Figure Planning Planning Workbench End of the navigation path . Alternatively, you choose transaction BPS0 in the BPS system.

Note Note

When you are setting up your planning layout for key figure planning in SAP Customer Relationship Management (SAP CRM), you can only assign one planning layout to a planning level. It can include several planning functions or sequences but they must be part of the planning layout. Furthermore, you can assign only one planning level with exactly one planning layout to a planning profile.

End of the note.

More Information

For more information about setting up your custom planning environment, see Business Planning and Simulation (BW-BPS) on SAP Help Portal at Start of the navigation path http://help.sap.com Next navigation step SAP ERP SAP Strategic Enterprise Management End of the navigation path .

For more information about planning application specifics, see Configuring Settings for Trade Promotion Planning (for trade promotion management), Enhancing the Planning Layout, and Special Features for Close Integration with SAP CRM on SAP Help Portal at Start of the navigation path http://help.sap.com Next navigation step SAP ERP SAP Strategic Enterprise Management Business Planning and Simulation (BW-BPS) End of the navigation path .