Planful Marketing | Knowledge Base
About Planful Marketing
Administering Your Budget
Planful Marketing Overview
Introduction to Planful Marketing
Home Page
Manage Page
Expenses Page
Budget Page (Admin Only)
Dashboard
Calendar Page
Filters
Frequently Asked Questions
Manage Goals, Campaigns, and Expense Groups
Anatomy of the Manage Page
Important Concepts for the Manage Page
Creating, Updating, and Deleting
Manage Expenses
Getting to Know the Expenses Page
Anatomy of an Expense
Selecting and Updating Expenses
Adding Expenses
Dashboard - Spending vs. Budget
Metrics
Import / Export Data
Anatomy of the Import / Export Data Page
Export Data
Import Data
Automated Invoice Processing
Integrations
Google Ads
Linkedin Ads
Facebook Ads
Hubspot
Salesforce
Single Sign-On
Administering Your Budget
Anatomy of the Budget Page
Updating Your Budget
Other Administration
Administering Your Team
Recent Product Updates
Back to home
Planful Marketing | Knowledge Base
Administering Your Budget
Planful Marketing Overview
Introduction to Planful Marketing
Home Page
Manage Page
Expenses Page
Budget Page (Admin Only)
Dashboard
Calendar Page
Filters
Frequently Asked Questions
Manage Goals, Campaigns, and Expense Groups
Anatomy of the Manage Page
Important Concepts for the Manage Page
Creating, Updating, and Deleting
Manage Expenses
Getting to Know the Expenses Page
Anatomy of an Expense
Selecting and Updating Expenses
Adding Expenses
Dashboard - Spending vs. Budget
Metrics
Import / Export Data
Anatomy of the Import / Export Data Page
Export Data
Import Data
Automated Invoice Processing
Integrations
Google Ads
Linkedin Ads
Facebook Ads
Hubspot
Salesforce
Single Sign-On
Administering Your Budget
Anatomy of the Budget Page
Updating Your Budget
Other Administration
Administering Your Team
Recent Product Updates
Administering Your Budget
A guide for Plannuh administrators to set up and manage the budget
Anatomy of the Budget Page
Getting to Know the Budget Page (for Admins)
Updating Your Budget
Dragging, Dropping, and Truing up Segment Allocations
Saving and Undoing Edits in the Budget Page
Set the Status of your Budget
Locking Segment Allocations in a Specified Timeframe
Understand Variances in the Budget Page
See more
Other Administration
Multi-Currency Support
Managing Shared Cost Rules
