Disabling budget board

Disabling budget board

If you don't want to use Budget Board for your brand, you can disable it. This hides the budget board, and budget summary in a Marketing Project along with all the expenses. Disabling Budget Board will not delete the budget or the expenses already recorded and can be accessed when it's enabled once again. Only the Brand Admin can disable the budget board in a brand.
 
To disable budget board
  1. Go to Settings > Brands and select a brand.
  2. In the Basic Information tab click the toggle switch under Budgeting to disable budget board for the brand.

  3. Click Disable from the popup.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  Zoho DataPrep Resources



                                                                                    Zoho DataPrep Demo

                                                                                    Get a personalized demo or POC

                                                                                    REGISTER NOW


                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now









                                                                                                          • Related Articles

                                                                                                          • Budget Board - An Overview

                                                                                                            What is a Budget Board? Budget board in Marketing Plus lets you plan and define a marketing budget for all your activities and track the expenses. It includes paid ads, printing brochures, flyers, software subscriptions, and so on. The budget can be ...
                                                                                                          • Creating a budget

                                                                                                            A budget can be created in Marketing Plus by adding the following information: Budget Type: Marketing Plus lets you configure budget either quarterly, monthly, or annually. Quarterly: The budget period will be split into 4 quarters and appropriate ...
                                                                                                          • Understanding Budget Summary and Budget Overview

                                                                                                            Budget Summary The Budget Summary tab in a Marketing Project consists of various dashboards that gives an overview on the planned marketing budget for the project and the expenses associated with it. This is a designated tab available in all ...
                                                                                                          • Tracking expenses in a Marketing Project

                                                                                                            All your marketing expenses such as paid ads, social media promotions, hosting events, public relations, designing and printing materials, and so on can be tracked for each and every Marketing Project in Marketing Plus. These expenses can be ...
                                                                                                          • Brand Studio - An Overview

                                                                                                            Brand Studio is a centralized workplace for a brand where all its marketing campaigns can be created and managed. It's where all the activities such as email campaigns, social media posts, surveys, webinars, SMS campaigns, blogs, and tradeshows can ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              Resources

                                                                                                              Videos

                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                              eBooks

                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                              Webinars

                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                              CRM Tips

                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                Zoho Show Resources