Planning Profile Groups and Planning Profiles 

Definition

Planning profile groups group together one or more planning profiles according to business requirements. The planning profiles contain a user-specific selection of Business Planning and Simulation (BPS) planning objects.

You create planning profile groups in Customizing for Marketing Planning and Campaign Management by choosing Key Figure Planning ® Define Planning Profile Groups.

Use

You use planning profile groups to make the planning profiles they contain available in the Marketing Planner for key figure planning.

In the Marketing Planner, you enter a planning profile group on marketing project level only, that is, for marketing plans, campaigns, deals, or trade promotions, not on marketing project element level. A planning profile group entry for a marketing project is valid for all subordinate elements. For example, a planning profile group entered for a marketing plan is also valid for a marketing plan element assigned to that marketing plan; you cannot enter a different planning profile group.

Structure

●     You can preset a planning profile group for the required planning table format:

○     Planning in HTML format (New KPI flag set)

○     Planning in Excel/ALV grid format (New KPI flag not set)

This setting controls the format of the table layout that you see when you call up a planning profile in the Marketing Planner.

●     You can assign your planning profile group to a specific object category (trade promotion, campaign, marketing plan, or deal). If you do not specify an object category, the planning profile is available in all object categories.

●     When assigning planning profiles to a planning profile group, the plan type entry determines on which tab page in the Marketing Planner the planning profile will be available. For example, a planning profile of plan type Cost Planning will be available in the Marketing Planner on the Costs tab page.

Integration

While the planning profile groups are created in SAP CRM, the assigned planning profiles reside in BPS and are called up from there when you choose the value help for the planning profiles.