Project system integration R3 with CRM for CRM Marketing expense settlement

[Former Member]

Hi Forum,

I am currently trying to configure the WBS elements for my CRM Marketing expenses settlement.

I have been told that first I need to create Project type, then I have to configure Planning Profile, Budget Profile, Settlement Profile.

I would first like to confirm that, is this the right sequence and will this suffice my cause to configure the WBS elements for CRM Marketing expenses settlement.

In case I am missing something can anyone plz guide me as to what all step am I missing.

Thanks,

Neeti

[Former Member · Accepted solution]

Hi,

First you need to configure project profile as this is important for creating project along with Network profile (if required). In the project profile various details such as planing profile / budget profile / settlement rule will be assigned. You need to define project coding mask i.e. project number also.

Basic PS configiration details can be obtained from Help.sap building block.

Hope this will help you.

Regards,

Rakesh Pradhan