Settings

You configure the Planner in the > Settings area. For example, you can create categories for various measures or create the years for your marketing plans. The various functions are divided onto several tabs:

• Categories: You define the categories according to which measures are distributed. Timelines are assigned to a category so that the various measures, tasks, events, and so on, can be displayed in an overview in the planning area.

• Calendar: You name and activate the levels that you need to build the tree structure. Each level name represents a possible planning element for the tree structure. You define the depth of the tree structure (up to a maximum of 20 levels) and the names of the levels.

• Budget: You define the settings for the budget view. These settings affect, for example, the input of budget data and the export..

• Element Types: Element types are used to highlight planning elements as campaigns, programs, or activities, for example. This allows you to characterize the elements independently of the element structure you have created under > Planner > Settings > Calendar. You define the name of the type, an icon, font properties, and the background color.

• Marker: The Planner provides an extensive range of markers. You can choose > Planner > Settings > Marker to manage the markers provided by default or add your own markers if necessary.

• General: You can edit general settings on this screen.

• Years: The Planner is used to create and execute marketing plans over and for multiple years. As an administrator, you create these years on the > Planner > Settings > Years page. You also define the fiscal year during the initial setup of the system.

• Dimensions: You use dimensions to describe elements uniformly in the Planner. In a dimension, for example, you can record which target group the marketing activity is aimed at. Dimensions are set up specifically for your system.

• KPIs: You can use KPIs to rate the success of your marketing measures.

• Currencies & Exchange Rates: To be able to plan with country-specific currencies, you create the required currencies. To be able to compare planning and results of different countries, create exchange rates. Exchange rates allow you to convert different working currencies into the reference currency.
  

• Fees: Fees are percentage or absolute amounts that are incurred as costs for activities in specific channels. Flagging these fees lets you create a net requirements plan.