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Former Member
Aug 10, 2005 at 03:13 PM

CRM-PCUI-Marketing Plan Template & Document Attachment



In SAP GUI, we can create templates for Marketing Plans which can then be used to create a new Marketing Plan easily. Is this functionality avaialble in PCUI? I saw the PCUI Marketing Planning Screen, but there is not template button (as in SAP GUI). I was thinking of a way go around (Using the Copy functionality instead). But seems this copy functionality works only for Marketing Elements (Copy one Marketing Element from one Plan & Insert into the other Plan). Even this has some problems. Anyways, our interest is to copy a whole Marketing Plan.

So, my question is...Is the functionality of Templates available in PCUI? Does the PCUI has the functionality to copy the whole Marketing Plan and create a new one intead of just copying Marketing Element & inserting it into another Marketing Plan?

Any help on this would really be appreciated. Thanks in advance....

Raj K