# Planful

> Knowledge base documentation for Planful.

## Planful for Marketing

- [Case Study: Prepaid Costs in Planful for Marketing](https://help.planful.com/planful-for-marketing/docs/case-study-prepaid-costs-in-planful-for-marketing.md)
- [FAQs](https://help.planful.com/planful-for-marketing/docs/faqs.md)
- [The Building Blocks of Planful for Marketing](https://help.planful.com/planful-for-marketing/docs/the-building-blocks-of-planful-for-marketing.md)
- [Navigating Planful for Marketing](https://help.planful.com/planful-for-marketing/docs/navigating-planful-for-marketing.md)
- [Home Page](https://help.planful.com/planful-for-marketing/docs/home-page.md)
- [Introduction of Budget Page](https://help.planful.com/planful-for-marketing/docs/introduction-of-budget-page.md)
- [Introduction of Segments](https://help.planful.com/planful-for-marketing/docs/introduction-of-segments.md)
- [Allocate Budget](https://help.planful.com/planful-for-marketing/docs/allocate-budget.md)
- [Using the Create Budget Option on the Plan Budget Page](https://help.planful.com/planful-for-marketing/docs/using-the-create-budget-option-on-the-plan-budget-page.md)
- [Using Manage Budget on the Plan Budget Page](https://help.planful.com/planful-for-marketing/docs/using-manage-budget-on-the-plan-budget-page.md)
- [Using Custom Available Budget](https://help.planful.com/planful-for-marketing/docs/custom-available-budget.md)
- [Forecast for Budget Planning](https://help.planful.com/planful-for-marketing/docs/forecast-for-budget-planning.md)
- [Smart Cells For Forecast](https://help.planful.com/planful-for-marketing/docs/smart-cells-for-forecast.md)
- [How are Planful for Marketing concepts represented on the Dashboard?](https://help.planful.com/planful-for-marketing/docs/how-are-planful-for-marketing-concepts-represented-on-the-dashboard.md)
- [Calendar Page](https://help.planful.com/planful-for-marketing/docs/calendar-page.md)
- [Filters](https://help.planful.com/planful-for-marketing/docs/filters.md)
- [What Other Resources Do You Have for Me?](https://help.planful.com/planful-for-marketing/docs/what-other-resources-do-you-have-for-me.md)
- [General Questions](https://help.planful.com/planful-for-marketing/docs/general-questions.md)
- [Metric Glossary](https://help.planful.com/planful-for-marketing/docs/metric-glossary.md)
- [Getting to Know the Manage Page](https://help.planful.com/planful-for-marketing/docs/getting-to-know-the-manage-page.md)
- [How to Use the Manage Page](https://help.planful.com/planful-for-marketing/docs/how-to-use-the-manage-page.md)
- [Campaign & Expense Group Drawers](https://help.planful.com/planful-for-marketing/docs/campaign-expense-group-drawers.md)
- [Manage Page - View by Segment, Goal, or Campaign](https://help.planful.com/planful-for-marketing/docs/manage-page-view-by-segment-goal-or-campaign.md)
- [True-Up Functionality on Manage Page](https://help.planful.com/planful-for-marketing/docs/true-up-functionality-on-manage-page.md)
- [Actions on the Manage Page](https://help.planful.com/planful-for-marketing/docs/actions-on-the-manage-page.md)
- [Create a Campaign](https://help.planful.com/planful-for-marketing/docs/create-a-campaign.md)
- [Create an Expense Group](https://help.planful.com/planful-for-marketing/docs/create-an-expense-group.md)
- [Duplicating Goals, Campaigns, & Expense Groups](https://help.planful.com/planful-for-marketing/docs/duplicating-goals-campaigns-expense-groups.md)
- [Introduction of Expense Page](https://help.planful.com/planful-for-marketing/docs/introduction-of-expense-page.md)
- [Recurring Expenses](https://help.planful.com/planful-for-marketing/docs/recurring-expenses.md)
- [Expense Parents](https://help.planful.com/planful-for-marketing/docs/expense-parents.md)
- [Getting to Know an Expense in Planful for Marketing](https://help.planful.com/planful-for-marketing/docs/getting-to-know-an-expense-in-planful-for-marketing.md)
- [Updating Expenses](https://help.planful.com/planful-for-marketing/docs/updating-expenses.md)
- [Taking Bulk Actions on Multiple Expenses](https://help.planful.com/planful-for-marketing/docs/taking-bulk-actions-on-multiple-expenses.md)
- [Add an Expense](https://help.planful.com/planful-for-marketing/docs/add-an-expense.md)
- [Add Multiple Expenses](https://help.planful.com/planful-for-marketing/docs/add-multiple-expenses.md)
- [Getting Invoices into Planful for Marketing](https://help.planful.com/planful-for-marketing/docs/getting-invoices-into-planful-for-marketing.md)
- [How to Submit Invoices Automatically](https://help.planful.com/planful-for-marketing/docs/how-to-submit-invoices-automatically.md)
- [Understand the Spending Timeline](https://help.planful.com/planful-for-marketing/docs/understand-the-spending-timeline.md)
- [Understand the Spend By Type Table](https://help.planful.com/planful-for-marketing/docs/understand-the-spend-by-type-table.md)
- [Download a Chart/Export a Table From the Dashboard](https://help.planful.com/planful-for-marketing/docs/download-a-chartexport-a-table-from-the-dashboard.md)
- [Tracking a Metric in a Goal or Campaign](https://help.planful.com/planful-for-marketing/docs/tracking-a-metric-in-a-goal-or-campaign.md)
- [Standalone Metrics](https://help.planful.com/planful-for-marketing/docs/standalone-metrics.md)
- [Metric Funnel Overview](https://help.planful.com/planful-for-marketing/docs/metric-funnel-overview.md)
- [Getting to Know the Import / Export](https://help.planful.com/planful-for-marketing/docs/getting-to-know-the-import-export.md)
- [Export Data](https://help.planful.com/planful-for-marketing/docs/export-data.md)
- [Introduction to Import](https://help.planful.com/planful-for-marketing/docs/introduction-to-import.md)
- [Importing Expenses](https://help.planful.com/planful-for-marketing/docs/importing-expenses.md)
- [Importing Expense Groups](https://help.planful.com/planful-for-marketing/docs/importing-expense-groups.md)
- [Importing Campaigns](https://help.planful.com/planful-for-marketing/docs/importing-campaigns.md)
- [Importing Metric Values](https://help.planful.com/planful-for-marketing/docs/importing-metric-values.md)
- [Set up Google Ads](https://help.planful.com/planful-for-marketing/docs/set-up-google-ads.md)
- [Set up LinkedIn Ads](https://help.planful.com/planful-for-marketing/docs/set-up-linkedin-ads.md)
- [LinkedIn Ads Frequently Asked Questions](https://help.planful.com/planful-for-marketing/docs/linkedin-ads-frequently-asked-questions.md)
- [Set up Facebook Ads](https://help.planful.com/planful-for-marketing/docs/set-up-facebook-ads.md)
- [Salesforce](https://help.planful.com/planful-for-marketing/docs/salesforce.md)
- [Single Sign-On](https://help.planful.com/planful-for-marketing/docs/single-sign-on.md)
- [Authentication Expiry Notification](https://help.planful.com/planful-for-marketing/docs/authentication-expiry-notification.md)
- [Dragging, Dropping, and Truing up Segment Allocations](https://help.planful.com/planful-for-marketing/docs/dragging-dropping-and-truing-up-segment-allocations.md)
- [Saving and Undoing Edits in the Budget Page](https://help.planful.com/planful-for-marketing/docs/saving-and-undoing-edits-in-the-budget-page.md)
- [Set the Status of your Budget](https://help.planful.com/planful-for-marketing/docs/set-the-status-of-your-budget.md)
- [Locking Segment Allocations in a Specified Timeframe](https://help.planful.com/planful-for-marketing/docs/locking-segment-allocations-in-a-specified-timeframe.md)
- [Multi-Currency Support](https://help.planful.com/planful-for-marketing/docs/multi-currency-support.md)
- [Managing Shared Cost Rules](https://help.planful.com/planful-for-marketing/docs/managing-shared-cost-rules.md)
- [Expense Types](https://help.planful.com/planful-for-marketing/docs/expense-types.md)
- [GL Codes](https://help.planful.com/planful-for-marketing/docs/gl-codes.md)
- [Tags](https://help.planful.com/planful-for-marketing/docs/tags.md)
- [Vendors](https://help.planful.com/planful-for-marketing/docs/vendors.md)
- [Campaign/Expense Group Types](https://help.planful.com/planful-for-marketing/docs/campaignexpense-group-types.md)
- [Goal Types](https://help.planful.com/planful-for-marketing/docs/goal-types.md)
- [Custom Fields](https://help.planful.com/planful-for-marketing/docs/custom-fields.md)
- [Custom Field Inheritance](https://help.planful.com/planful-for-marketing/docs/custom-field-inheritance.md)
- [Bulk Update Custom Fields](https://help.planful.com/planful-for-marketing/docs/bulk-update-custom-fields.md)
- [Administering My Team](https://help.planful.com/planful-for-marketing/docs/administering-my-team.md)
- [Removing Access for Former Team Members](https://help.planful.com/planful-for-marketing/docs/removing-access-for-former-team-members.md)
- [User profiles and permissions](https://help.planful.com/planful-for-marketing/docs/user-profiles-and-permissions.md)
- [26.1 Release Notes](https://help.planful.com/planful-for-marketing/docs/jan2026.md)
- [25.12 Release Notes](https://help.planful.com/planful-for-marketing/docs/dec2025.md)
- [25.11 Release Notes](https://help.planful.com/planful-for-marketing/docs/nov2025.md)
- [25.8 Release Notes](https://help.planful.com/planful-for-marketing/docs/aug2025.md)
- [25.7 Release Notes](https://help.planful.com/planful-for-marketing/docs/july2025.md)
- [25.5 Release Notes](https://help.planful.com/planful-for-marketing/docs/may2025.md)
- [25.4 Release Notes](https://help.planful.com/planful-for-marketing/docs/april2025.md)
- [25.2 Release Notes](https://help.planful.com/planful-for-marketing/docs/feb2025.md)
- [25.1 Release Notes](https://help.planful.com/planful-for-marketing/docs/jan2025.md)
- [24.12 Release Notes](https://help.planful.com/planful-for-marketing/docs/dec2024.md)
- [24.11 Release Notes](https://help.planful.com/planful-for-marketing/docs/nov2024.md)
- [24.10 Release Notes](https://help.planful.com/planful-for-marketing/docs/oct2024.md)
- [24.7 Release Notes](https://help.planful.com/planful-for-marketing/docs/jul2024.md)
- [24.5 Release Notes](https://help.planful.com/planful-for-marketing/docs/may2024.md)
- [24.4 Release Notes](https://help.planful.com/planful-for-marketing/docs/apr2024.md)
- [24.3 Release Notes](https://help.planful.com/planful-for-marketing/docs/mar2024.md)
- [24.2 Release Notes](https://help.planful.com/planful-for-marketing/docs/feb2024.md)
- [24.1 Release Notes](https://help.planful.com/planful-for-marketing/docs/jan2024.md)
- [23.12 Release Note](https://help.planful.com/planful-for-marketing/docs/dec2023.md)
- [23.6 Release Note](https://help.planful.com/planful-for-marketing/docs/jun2023.md)
- [23.4 Release Note](https://help.planful.com/planful-for-marketing/docs/apr2023.md)
- [23.3 Release Note](https://help.planful.com/planful-for-marketing/docs/mar2023.md)
- [23.2 Release Note](https://help.planful.com/planful-for-marketing/docs/feb2023.md)
- [23.1 Release Note](https://help.planful.com/planful-for-marketing/docs/jan2023.md)
- [22.12 Release Note](https://help.planful.com/planful-for-marketing/docs/dec2022.md)
- [22.11 Release Note](https://help.planful.com/planful-for-marketing/docs/nov2022.md)
- [22.9 Release Note](https://help.planful.com/planful-for-marketing/docs/sep2022.md)
- [22.8 Release Note](https://help.planful.com/planful-for-marketing/docs/aug2022.md)
- [22.6 Release Note](https://help.planful.com/planful-for-marketing/docs/jun2022.md)
- [22.4 Release Note](https://help.planful.com/planful-for-marketing/docs/apr2022.md)
- [22.3 Release Note](https://help.planful.com/planful-for-marketing/docs/mar2022.md)
- [22.2 Release Note](https://help.planful.com/planful-for-marketing/docs/feb2022.md)