Custom logic to update budget plan in Hybris Marketing Cloud

[Former Member]

Hi Experts,

Is there any option to implement custom logic for budget plans and programs in Hybris Marketing cloud?

Usecase:

I have designed planning model in the system to distribute money for two kind of business groups and then programs/campaigns are setup for both groups. At certain point of time, I would like to move progam/campaign from one group to another group and update allocated money automatically without manual modification. As of now system adds proposed spend when you re-assign program to plan but does not add allocated money as per my requirement.

Could you please let me know is it possible to add custom logic for budget plans?

Thanks and regards,

Dinesh.

[anthony_sciortino]

Hello Dinesh,

interesting setup. Why do you need to have a separate budget for unplanned activities? Couldn't it just be unused budget?

I would recommend that the budget planning reflects the entire planned budget for the country (100k).

During the planning phase, the country will start planning marketing activities (ex. programs with proposed spend, and campaigns underneath). At the end of the planning cycle you will have a clear view that the budget is 100K, and they planned 75K proposed spend (and started detailing out campaigns, not fully yet at 55k). (which in other words means that there is 25K that they are not proposing to use). This would be your Plan, and you always have visibility between the 100 K and the 75K (and also the 55K planned spend on the campaign).

During the year, the country can create new programs, and assign them to the 100K funding source. The funding source will show them how much money is left out of that 100K. Hence there is no need to change any funding source.

If the point is to know which activities are "unplanned" and added later in the year, then i recommend a custom field on the campaign or program to indicate this. Ex. a field called Timing with value "planned or unplanned". Hence then in reporting you will always be able to see how much you originally planned and how much was unplanned (since you can aggregate the proposed spend or planned spend by this new field).

I hope this helps!

Another possible option is to keep your proposal of splitting budgets by known and unknown and instead relying on the campaign status (using approval workflows) to decide what is considered approved spending and what is not yet. Hence, planned campaigns are assigned to funding source "known" and unplanned (added later in the year) are assigned to unknown. So here you always keep the notion that there is a fixed budget for unplanned activities ( but you never change the funding source for these, instead on reporting you are able to sum up the planned spend of approved campaigns to give you the real picture on what you plan to spend vs + total budgets like unknown/known).

Regards,

Anthony

[Former Member]

Hi Anthony,

Thanks for your inputs.

Yes, I have already used custom field in campaigns for another dimension related to budgeting which works good.

Thanks and regards,

Dinesh.

[anthony_sciortino]

Hello Dinesh,

Unfortunately, there is no current support for custom logic in the budget planning app nor program app in terms of distributions or setting attributes. There are currently no short term plans for additional custom logic in the budget planning app.

Can you please give an example of your leaf nodes in your planning model? I just would like to better understand your scenario.

Right now it sounded like you have a planning model, and you assign programs to the lower leaf nodes (via the funding tab), but at one point in time you switch that assignment to another leaf node and you want the "planned budget" to be moved automatically to the new leaf node. Currently this would have to be done manually. What is that leaf node representing? Maybe there is another way to model your scenario.

The funding source in the program tells the program "where the money comes from"/"who is paying/funding this program" hence, if you change the funding source, if that new funding source should get more money then this would have to be done manually.

As you indicated, the program has proposed spend, and this proposed spend will be matched against the new funding source but this will not include amounts from the first funding source. If bucket A was paying before, and now bucket B is paying, there is no automatic move of money from bucket A to bucket B (planned budgets).

Regards,

Anthony

[Former Member]

Hi Anthony,

Thanks for clarifying.

My scenario is as below:

Begining of the year I have got 100K USD budget for marketing activities. I have decided to keep some part of the allocated money (say 20K USD) for new proposals/ideas/innovation tasks which are unknown. so I will include custom dimension as known & unknown activities and allocate planned amounts ( 80K & 20K) respectively. When market or country proposing new idea duriing the year with proposed spend of 10K - they will create program/campaign under the unknown budgets. once this approved by high level body I would like to move unknown budget money to known budget ( 80K + 10K). Now my known budget is 90K and unknown is 10K. since there is no automatic way to move budget/program/campaign informaton from unknown to known - I was considering to re-assign the funding source manually from unknown to known once new ideas was approved.

I understand that we will have to do change of funding source manually but am also looking at possible optons whereas we can try automatic way to do in the system. Example : Once idea is approved then users goes to the program and selects approved (custom field) option then automatically budget moved from unknown to known.

Thanks and regards,

Dinesh.

[former_member207603]

Hi Dinesh,

so far there is no such a BADI or option to modify logic available.

I'll check with the developers if they have any plans to deliver this in the near future.

Best,

Matthias

[Former Member]

Hi Matthias,

Thanks for the information and it will be helpful if we can get latest information this topic.

Thanks and regards,

Dinesh.