1. Quarterly: The budget period will be split into 4 quarters and appropriate marketing budget can be defined for each quarter. With this, you can get a detailed overview on the budget vs spend for each quarter and also get an aggregate report for the entire year.
   
   
2. Monthly: This option lets you set a budget for each month. Businesses with a varying budget allocation will find it easy to manage and track the budget vs spend every month and also get an aggregate for the entire year if required.
   
   
3. Annual: The budget can be defined for the entire year and track the expenses on various marketing activities.
   
   

1. Go to Budget Board and select the year from the drop down list.
   
2. Click Create Budget.
   
   
3. Select the Budget Type from the drop down list.
   
4. Enter the Approved Budget, Description and click Attach Files to upload supporting documents or images.
   
   
5. Click Save. 
   

Editing a budget 

1. Go to Brand Studio and select the Budget Board tab.
   
2. Click the Edit icon next to Approved Budget from the Budget Monitor section.
   
   
3. Make changes to the Budget Type, Approved Budget, or the Description from the Edit Budget popup.
   
4. Click Update.
   
   
5. Click Edit from the popup to apply changes to the budget.
   

Allocate Budget for a Marketing Project 

Understanding Brand budget and individual budget for Marketing Projects

 

1. Go to Brand Studio and select a Marketing Project.
   
2. Click +Define Budget next to Planned Budget in the Budget Information section.
   
   Alternatively, you can go to Budget Summary and click Create Budget.
   
   
3. In the Define Planned Budget popup, do the following:
   
1. Enter the budget for the Marketing Project in the Planned Budget field.
   You can click View budget details to get the Approved and Remaining budget.
   
   
2. Enter a suitable Description and click Attach Files to upload supporting documents or images.
   
   
3. Click Save.