Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/ConfigMCCP.htm

## Configuring Multichannel Cycle Plans

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Components](#)

The Multichannel Cycle Plans module consists of several objects for defining a cycle and creating cycle plans.

#### Multichannel Cycle Objects

The following objects are used in defining the cycle for an MCCP:

* mc\_cycle\_\_v – The initial object for building an MCCP. Stores metadata about the cycle, including start date, end date, and cycle status.
* mc\_cycle\_channel\_\_v – Defines channels included in the cycle. This object uses the following object types:
* channel\_\_v – Defines calculation criteria for channel-level attainment only
* channel\_product\_\_v – Defines calculation criteria for a combination of channel-level and channel-product level attainment
* mc\_cycle\_product\_\_v – Defines which products apply for the parent mc\_cycle\_channel\_\_v record

#### Multichannel Cycle Plan Objects

Records on the following objects define aspects of MCCP execution within a cycle, for example, targets and goals:

* mc\_cycle\_plan\_\_v – Defines which territories are part of a cycle. These records link territories to the mc\_cycle\_\_v record, where the basic metadata for the cycle is stored.
* mc\_cycle\_plan\_target\_\_v – Defines high-priority target accounts, along with overall channel and product goals for the target account. These records are child records to mc\_cycle\_plan\_\_v.
* mc\_cycle\_plan\_channel\_\_v – Specifies which channels apply to the parent. This object uses the following object types:
* channel\_only\_\_v – Calculates attainment values for targets by channel only
* channel\_with\_product\_\_v – Used with the mc\_cycle\_channel\_\_v object to calculate attainment values for targets by channel and product
* mc\_cycle\_plan\_product\_\_v – Specifies which products in the cycle apply to the target on the parent mc\_cycle\_plan\_target\_\_v record
* mc\_cycle\_plan\_summary\_\_v – Stores aggregate calculations for each channel and product in a territory's MCCP

The following diagram displays key MC and MCCP objects and their relationships to one another:

![](../../../Resources/Images/MCCP/Config/MCCP ERD.png)

### Configuring MCCP for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)MCCP Admin Users](#)

To configure this module:

1. Navigate to **Admin > User & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Navigate to **Objects**.
4. Grant the following permissions:

   | Object | Object Permissions | Object Types | Fields | Field Permissions |
   | --- | --- | --- | --- | --- |
   | mc\_cycle\_\_v | CRE | cycle\_\_v | All | Edit |
   | mc\_cycle\_channel\_\_v | CRE | * channel\_only\_\_v * channel\_product\_\_v | All | Edit |
   | mc\_cycle\_plan\_\_v | CRE | cycle\_plan\_\_v | All | Edit |
   | mc\_cycle\_plan\_channel\_\_v | CRE | * channel\_only\_\_v * channel\_product\_\_v | All | Edit |
   | mc\_cycle\_plan\_product\_\_v | CRE (if used) | product\_\_v | All | Edit |
   | mc\_cycle\_plan\_summary\_\_v | RE | * channel\_\_v * product\_\_v | All | Edit |
   | mc\_cycle\_plan\_target\_\_v | CRE | cycle\_plan\_target\_\_v | All | Edit |
   | mc\_cycle\_product\_\_v | CRE (if used) | product\_\_v | All | Edit |
   | message\_\_v | R | n/a | All | Read |
   | multichannel\_activity\_\_v | R | All applicable object types | All fields that define channel criteria | Read |

    Depending on which channels are used for MCCP, grant permission to any of the following objects:

   | Object | Object Permissions | Object Types | Fields | Field Permissions |
   | --- | --- | --- | --- | --- |
   | call2\_\_v (enables the Call channel) | R | All applicable object types | All fields that define channel criteria | Read |
   | call2\_detail\_\_v (enables the Call channel) | R | All applicable object types | * detail\_priority\_text\_\_v * detail\_group\_\_v | Read |
   | em\_attendee\_\_v (enables the Events Management channel) | R | All applicable object types | All fields that define channel criteria | Read |
   | em\_event\_\_v (enables the Events Management channel) | R | All applicable object types | All fields that define channel criteria | Read |
   | event\_attendee\_\_v (enables the Medical Events channel) | R | All applicable object types | All | Read |
   | medical\_event\_\_v (enables the Medical Events channel) | R | All applicable object types | All fields that define channel criteria | Read |
   | sent\_email\_\_v (enables the Approved Email channel) | R | All applicable object types | All fields that define channel criteria | Read |
5. Navigate to **Objects > mc\_cycle\_channel\_\_v object > Object Control Permissions**.
6. Grant View access to the **channel\_criteria\_section\_\_v** section control on the mc\_cycle\_channel\_\_v object.
7. Grant access to MCCP administration:
   * Select the **Pages** tab for the permission set
   * Grant View access to the **crm\_pl3\_generic\_page\_\_v** (CRM PL3 Generic Page) page
   * Grant View access to the **mccp\_administration\_page\_\_v** (Multichannel Cycle Plans Process Administration) page
   * Select the **Tabs** tab for the permission set
   * Grant access to the **mccp\_administration\_tab\_\_v** (MCCP Administration) tab. This page displays under the CRM Setup tab collection > CRM Processes menu tab and stores the MCCP integration user credentials as well as the 10 most recent calculations.
   * Navigate to **Admin > Users & Groups > Vault Users**
   * Select the **mccp\_admin\_\_v** checkbox on user\_\_sys records for the appropriate MCCP admin users. Selecting the mccp\_admin\_\_v checkbox is required to enable the user to schedule and run the MCCP process. It also provides the ability to update locked plans with calculation results.

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Integration Users](#)

To configure this module:

1. Navigate to **Admin > User & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Navigate to **Objects**.
4. Grant the following permissions:

   | Object | Object Permissions | Object Types | Fields | Field Permissions |
   | --- | --- | --- | --- | --- |
   | mc\_cycle\_\_v | RE | cycle\_\_v | All | Edit |
   | mc\_cycle\_channel\_\_v | R | * channel\_only\_\_v * channel\_product\_\_v | All | Read |
   | mc\_cycle\_plan\_\_v | CRE | cycle\_plan\_\_v | All | Edit |
   | mc\_cycle\_plan\_channel\_\_v | CRE | * channel\_only\_\_v * channel\_product\_\_v | All | Edit |
   | mc\_cycle\_plan\_product\_\_v | CRE | product\_\_v | All | Edit |
   | mc\_cycle\_plan\_summary\_\_v | CRE | * channel\_\_v * product\_\_v | All | Edit |
   | mc\_cycle\_plan\_target\_\_v | CRE | cycle\_plan\_target\_\_v | All | Edit |
   | mc\_cycle\_product\_\_v | RE | product\_\_v | All | Edit |
   | product\_\_v | R | All applicable object types | product\_type\_\_v | Read |
   | multichannel\_activity\_\_v | R | All applicable object types | All fields that define channel criteria | Read |
   | multichannel\_activity\_lines\_\_v | R | All applicable object types | All fields that define channel criteria | Read |
   | multichannel\_settings\_\_v | R | n/a | All | Read |
   | user\_\_sys | R | n/a | * mccp\_admin\_\_v * timezone\_\_sys | Read |

   Depending on which channels are used for MCCP, grant permission to any of the following objects:

   | Object | Object Permissions | Object Types | Fields | Field Permissions |
   | --- | --- | --- | --- | --- |
   | call2\_\_v (enables the Call channel) | R | All applicable object types | All fields that define channel criteria | Read |
   | call2\_detail\_\_v (enables the Call channel) | R | All applicable object types | All fields that define channel criteria | Read |
   | em\_attendee\_\_v (enables the Events Management channel) | R | All applicable object types | All fields that define channel criteria | Read |
   | em\_event\_\_v (enables the Events Management channel) | R | All applicable object types | All fields that define channel criteria | Read |
   | event\_attendee\_\_v (enables the Medical Events channel) | R | All applicable object types | All fields that define channel criteria | Read |
   | medical\_event\_\_v (enables the Medical Events channel) | R | All applicable object types | All fields that define channel criteria | Read |
   | sent\_email\_\_v (enables the Approved Email channel) | R | All applicable object types | All fields that define channel criteria | Read |
5. Navigate to the **Application** tab in the permission set.
6. Select the **Access API** and **Metadata API** check boxes in the API section of the Application tab.

   ![](../../../Resources/Images/MCCP/Config/APIPermissions.png)
7. Navigate to **Admin > Users & Groups > Vault Users**.
8. Select the **mccp\_admin\_\_v** checkbox on user\_\_sys records for the integration user.
9. Navigate to **Business Admin > Objects > Multichannel Settings**.
10. Enable the **mccp\_enable\_detail\_priority\_\_v** Multichannel Setting with the value 1. If profile-specific settings are used, enable this setting at the profile level for the integration user.
11. Ensure the **Setup Owner ID** (setupownerid\_\_v) Multichannel Setting is either blank or matches the integration users' User ID.
12. Ensure the Integration User has record access to the MC Cycle Plan owner's **user\_\_sys record**, through the record sharing controls used in their Vault.

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users, Managers](#)

To configure this module:

1. Navigate to **Admin > User & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Navigate to **Objects**.
4. Grant the following permissions:

   | Object | Object Permissions | Object Types | Fields | Field Permissions |
   | --- | --- | --- | --- | --- |
   | mc\_cycle\_\_v | R | cycle\_\_v | All | Read |
   | mc\_cycle\_channel\_\_v | R | * channel\_only\_\_v * channel\_product\_\_v | All | Read |
   | mc\_cycle\_plan\_\_v | R | cycle\_plan\_\_v | All | Read |
   | mc\_cycle\_plan\_channel\_\_v | R | * channel\_only\_\_v * channel\_product\_\_v | All | Read |
   | mc\_cycle\_plan\_product\_\_v | R (if used) | product\_\_v | All | Read |
   | mc\_cycle\_plan\_summary\_\_v | R | * channel\_\_v * product\_\_v | All | Read |
   | mc\_cycle\_plan\_target\_\_v | R | cycle\_plan\_target\_\_v | All | Read |
   | mc\_cycle\_product\_\_v | R | product\_\_v | All | Read |

   Depending on which channels are used for MCCP, grant permission to any of the following objects:

   | Object | Object Permissions | Object Types | Fields | Field Permissions |
   | --- | --- | --- | --- | --- |
   | call2\_\_v (enables the Call channel) | R | All applicable object types | All fields that define channel criteria | Read |
   | call2\_detail\_\_v (enables the Call channel) | R | All applicable object types | * detail\_priority\_text\_\_v * detail\_group\_\_v | Read |
   | em\_attendee\_\_v (enables the Events Management channel) | R | All applicable object types | All fields that define channel criteria | Read |
   | em\_event\_\_v (enables the Events Management channel) | R | All applicable object types | All fields that define channel criteria | Read |
   | event\_attendee\_\_v (enables the Medical Events channel) | R | All applicable object types | All fields that define channel criteria | Read |
   | medical\_event\_\_v (enables the Medical Events channel) | R | All applicable object types | All fields that define channel criteria | Read |
   | sent\_email\_\_v (enables the Approved Email channel) | R | All applicable object types | All fields that define channel criteria | Read |
5. Enable users to create and update MCCP records on mobile devices (optional):

* Navigate to **Admin > User & Groups > Permission Sets**
* Select the appropriate permission set
* Navigate to **Objects**
* Grant Edit permission to the **mobile\_id\_\_v** field on the following objects:
* mc\_cycle\_\_v
* mc\_cycle\_channel\_\_v
* mc\_cycle\_product\_\_v
* mc\_cycle\_plan\_\_v
* mc\_cycle\_plan\_target\_\_v
* mc\_cycle\_plan\_channel\_\_v
* mc\_cycle\_plan\_product\_\_v
* mc\_cycle\_plan\_summary\_\_v
* Navigate to **Admin > Configuration > Objects**
* Enable the **mobile\_id\_\_v** field for all appropriate object types on the following objects:
* mc\_cycle\_\_v
* mc\_cycle\_channel\_\_v
* mc\_cycle\_product\_\_v
* mc\_cycle\_plan\_\_v
* mc\_cycle\_plan\_target\_\_v
* mc\_cycle\_plan\_channel\_\_v
* mc\_cycle\_plan\_product\_\_v
* mc\_cycle\_plan\_summary\_\_v

6. Navigate to **Business Admin > Objects > Multichannel Settings**.
7. Enable the **mccp\_enable\_goals\_rem\_\_v** Multichannel Setting with a value of 1. This setting enables MCCP detail priority to display as a subsection on the call report.
8. Enable the **mccp\_enable\_actions\_my\_plan\_\_v** Multichannel Setting with a value of call2\_\_v. This enables the Send to Scheduler button.
9. Set the **mccp\_send\_to\_sched\_type\_\_v** Multichannel Setting:

   * 0 (zero) – sends targets to the Call Scheduler. Only the selected target accounts are available in the account panel. This is the default behavior.
   * 1 – sends targets to the List Scheduler. In addition, to send target to the List Scheduler:
   * Navigate to Business Admin > Objects > Veeva Settings
   * Select the checkbox for the **enable\_list\_scheduler\_\_v** Veeva Setting to send targets to the List Scheduler. If this setting is not enabled, the targets are sent to the Call Scheduler by default.
10. Edit the double semi-colon delimited list in the **mccp\_popup\_fields\_\_v** Multichannel Setting with the API names of the fields that should display in the My Schedule pop-up for users (optional).
11. Navigate to **Business Admin > Objects > Veeva Messages**.
12. Ensure the **TAB\_NAV\_DISPLAY** Veeva Message contains ;;MyPlan;;. (For more information on tab visibility, see [Managing Tab Visibility and Display Order](../../Getting_Started/MobileDeviceSetup/TabVisibility.htm).)
13. Navigate to **Business Admin > Objects > VMobile Object Configurations**.
14. Activate **VMOCs** for the following objects:

    To enable this functionality on the Windows platform, activate VMOCs for the Windows (winmodern\_\_v) device.

    * mc\_cycle\_\_v
    * mc\_cycle\_channel\_\_v
    * mc\_cycle\_product\_\_v
    * mc\_cycle\_plan\_\_v
    * mc\_cycle\_plan\_target\_\_v
    * mc\_cycle\_plan\_channel\_\_v
    * mc\_cycle\_plan\_product\_\_v
    * mc\_cycle\_plan\_summary\_\_v

Depending on which activities end users complete as part of a Multichannel Cycle Plan, ensure configuration for the following modules is complete:

* [Configuring Approved Email](../../Multichannel/ApprovedEmail/InitialConfig/ConfiguringAE.htm)
* [Configuring Call Reporting](../../Call_Reporting_2/ConfiguringCR.htm)
* [Configuring CLM as Object Model](../../Multichannel/CLM/ConfiguringCLM/CLMBasicConfig.htm)
* [Configuring Events Management](../../Events/Configuration/Config.htm)
* [Configuring Medical Events](../../MedicalEvents/Configuring_Medical_Events.htm)

For Events Management and Medical Events channels, [Adding Team-Based Goals](Creating/TeamGoals.htm) must also be enabled. Individual goals are not supported for events channels.

### Enabling MCCP Processing as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)MCCP Admin Users](#)

As part of configuring MCCP, MCCP admin users must enable MCCP processing by entering integration user credentials in the MCCP Admin Console, then schedule the MCCP process to run.

To enter integration user credentials for MCCP processing:

1. Select the **MCCP Administration** tab from the CRM Processes tab group.
   ![](../../../Resources/Images/MCCP/Manage/MCCPConsole.png)
2. Select **Edit** under the Vault CRM Connection Management section of the MCCP Admin Console.
3. Enter the MCCP integration user credentials.
   ![](../../../Resources/Images/MCCP/Manage/MCCPIntegrationCredentials2.png)
4. Select **Save**.

Although not required, it is recommended to ensure this user's password is not set to expire. Credentials expiring adversely affects MCCP processing until the password is changed.

After entering integration user credentials, MCCP admin users must schedule an MCCP processing job to calculate key aspects of the plan, for example, attainment, thresholds, and Last Activity Date for targets.

To schedule the MCCP processing job:

1. Select the **[Process Scheduler](../../Integration/Process_Scheduler.htm)** tab. The Multichannel Cycle Plans Process is listed under the Process Scheduler section of the page.
   ![](../../../Resources/Images/MCCP/Manage/Copy of DeactivatedMCCP.png)
2. Select one of the following links:
   * **Activate/Deactivate** - Select the Activate link to activate the MCCP process and access process scheduling capabilities. When the process is active, a Deactivate link displays along with Edit and Run links.

     ![](../../../Resources/Images/MCCP/Manage/Copy of ViewMCCPActivated.png)
   * **Edit** - Select the Edit link to schedule the processing job to run at a daily frequency

     Daily is the only frequency supported at this time. Real-time calculations are not supported for MCCP.

     ![](../../../Resources/Images/MCCP/Manage/Copy of ScheduleMCCPProcess.png)
   * **Run** - Select the Run link to start the process immediately

MCCP does not query Vault CRM directly but rather uses data from the [Direct Data API](https://developer.veevavault.com/directdata/). There may be a delay of up to one hour before data changes are included in the MCCP calculations. This applies to all data updates for MCCP, including newly added channel activities and changes to MCCP records—for example, selecting the [Activate Edited Goals](Executing/EditGoals.htm) or [Calculate Pull Through](Creating/PullIn.htm#CalculatePullThrough) check boxes on an MC Cycle record.

#### Reviewing MCCP Processing

After the process runs, MCCP admin users can review recent MCCP processes in the Cycle Plan Calculation History table on the MCCP Admin Console to ensure processes are successfully completed and identify any errors. The table displays the 10 most recent MCCP process attempts with start and stop times, the status, the number of successes, and the number of errors.

![](../../../Resources/Images/25R3 UVCs/25R3.0/MCCPUVCAfter2.png)

If there are errors in processing, the number of errors displays as a link. Select the link to download a .CSV file with detailed information about the errors. This enables admins to troubleshoot and resolve data issues more efficiently and independently.

![](../../../Resources/Images/MCCP/Config/MCCPErrorLog.png)

### Related Topics

[Creating Multichannel Cycle Plans](Creating/CreateMCCP.htm)

[Using the MCCP Interface](Executing/MCCPInterface.htm)

[Adding Team-Based Goals](Creating/TeamGoals.htm)