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.