Budgeting and KPI Planning

[Former Member]

Hi Experts,

We are planning to go for Budgeting and KPI Planning in CRM Marketing.

Can someone please help me in understanding the basic configuration steps to be followed in CRM to bring the Budget Layouts in CRM WebUI ?

What is the purpose of using Project systems in ECC and integrating with CRM when we are defining the Planned costs in CRM?

The actual costs will be captured from CO/PA and we will use BI to give us the Planned Vs Actual Costs. Do we need Project systems for this scenario?

Thanks,

Pooja

[Former Member]

Hi Pooja,

Yes we require the Project Systems to compare the actuals versus planned, else we will not come to know what is through our planning and what is the sale without any planning.

To the second question, No you do not replicate it to ECC, but the BW_IDENTIFIER clubbed with CO/PA will do the required.

Ajay Gupta

[Former Member]

Hi Anik,

I have done enough research on Help.sap and also looked into various forums. I still have an outstanding question on Budgeting actual and Planned costs.

1) Do we need project systems to compare the Actual and Planned costs in BI?

2) Do we need to replicate the Campaigns and Marketing Plans to ECC in order to get the Planned vs Actual comparision?

Regards,

Pooja

[anik_roy]

Dear Pooja,

This is very basic information.... The first [rule of engagement |https://wiki.sdn.sap.com/wiki/display/HOME/RulesofEngagement] of the SDN Forum is to try to find an asnwer/investigate an area by yourself first...

So, tell us what you have done to try and solve the problem yourself? Have you looked into SAP Help, etc.?

Then, if your questions are still open, let me know and I could help answer more specific questions on this area. Thanks!

Regards,

Anik Roy

SDN Moderator