Planning in HTML 

Use

Planning in HTML allows you to enter your plan values directly in the Marketing Planner in an HTML table format. For ease of use, the planning functionality is split across several tab pages. This is the recommended table format for key figure planning.

 

Planning in HTML format is restricted to planning of individual marketing projects or marketing project elements. You cannot use it for hierarchical planning, that is, for planning of a superordinate marketing project together with all its subordinate marketing project elements, for example a marketing plan together with all its assigned campaigns.

Prerequisites

You are using a planning profile group where the indicator New KPI flag is set in Customizing and where the category assigned to the group (marketing plan, campaign, deal, trade promotion) matches that of your marketing project in the Marketing Planner.

Activities

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       1.      In the Marketing Planner, assign the planning profile group to your marketing project. This makes the new tab pages appear immediately; you do not have to save your data first.

This assignment is specific to the marketing project and is saved together with the marketing project.

 

Planning data is automatically deleted when a marketing project is deleted or when the planning profile group is changed.

       2.      Access the planning profiles of the planning profile group on the desired tab page.