Actions on the Manage Page

Overview

You can use the Action option on the Manage page to perform a range of tasks, such as:

• Duplicate
• Move to
• Close
• Change Type
• Add Tags
• Remove Tags
• Delete
• Export

In Practice: How to use the Actions Menu:

1. Navigate to Manage > Expense Groups > All Expense Groups.
2.  On the Expense page, you can toggle the Expenses tab, to view the budget and expense details for a specific month, and the Formula tab to view the calculation. Additionally, you can select the Segment, Goal, or Campaign as required from these tabs.
   
3. Select multiple campaigns or expense groups by clicking on the checkboxes next to each item on the page.
4. You can also select all the campaigns that are currently being filtered by you.
5. Multiple campaigns can be selected in bulk based on Segment, Goal, or Campaign, depending on the view used.
6. Once you have selected the campaigns you can access the Actions menu to view the options that are available.

Actions Menu Options

Below are the ways you can update campaigns and expense groups using the Actions menu:

Duplicate

The Duplicate option allows you to create of a single campaign or expense group with its name preceded by Copy.

Move to

The Move to option provides a convenient way to easily change the parent location of campaigns or expense groups. It allows users to modify the hierarchical structure by moving campaigns or expense groups to different parent categories.

On the Manage page, users have the flexibility to move campaigns and expense groups based on different criteria: Segment, Goal, or Campaign. When viewing by segment, users can transfer campaigns across different segments. Similarly, when viewing by the goal, they can move goals across different goals. Lastly, when viewing by a campaign, users can relocate campaigns within different campaigns.

Close

The Close option allows you to completely close your campaigns, by making some changes to the campaign and its underlying expenses and allocated budget. First, it will close the remaining months of any underlying expenses at their actual amount. This means that any expenses in the campaign with committed values will close at those values once the campaign is closed. Second, it will lock any budget that you had allocated to that campaign and mark the campaign as over budget or under budget depending on whether the closed expenses exceed the campaign's allocated budget or not. 

Change Type

The Change Type option allows you to change the type of one or more of your campaigns or expense groups. It provides a dropdown of all available types in your account. To change in bulk, you must select either all campaigns or all expense groups and not a combination of the two.

Add Tags

The Add Tags option allows you to apply tags in bulk to campaigns and expense groups. Once you select this option, a box will appear where you can enter the required tags. After typing each tag, click enter to add it to the list, and then save the selected items to apply the tags.

Remove Tags

The Remove Tags option allows you to remove tags in bulk. Selecting this option will prompt a box that will list all of the tags corresponding with the underlying campaigns or expense groups where you can click X  next to each tag to remove them.

Delete

The Delete option allows you to delete your campaigns and expense groups in bulk.

Export

The Export option functions differently from the other options available. It only becomes visible when you access the Actions menu without selecting any options from the list. This option allows you to export the Managepage into a spreadsheet, with separate tabs for both the allocation and spending views. The exported format will vary slightly depending on the view you have selected, whether it is by segment, goal, or campaign.

Create

The Create tab allows you to create new:

• Campaign
• Expense Group
• Goal

In Practice: How to Create New Campaign:

1. On the Manage page, click Create...
2. Select Campaign from the dropdown list box to open the Campaigns window.
   
3. Enter the below details: 
   • Campaign name
   • Start Date & End Date
   • Owner
   • Parent 
   • Custom Campaign Type
   • Target Audience
   • Campaign Messaging
   • Segment 
   • Tags
   • Attach Document 
   • Notes
   • Metrics
   • Child Campaigns
   • Expense Groups 
   • Expenses
   • Tasks
     Note:

     +Add metrics will only be enabled once you Save the campaign.
4.  Click Save.
5.  Optionally, you can also select Save & New to save the current campaign and start a new one or Save & Close to save the current campaign and close the Campaign tab.

In Practice: How to Create New Expense Group

1. On the  page, click Create...
2. Select Expense Group from the dropdown list box to open the Expense Groups window.
3. Enter the below details: 
   • Expense Group name
   • Expense Group Type
   • Owner
   • Segment 
   • Parent
   • GL Code
   • PO# 
   • Tags
   • Attach Document 
   • Notes
   • Expenses
   • Tasks
     Note:

     Expenses will only be enabled once you Save the Expense Group.
4.  Click Save.
5. Optionally, you can also select Save & New to save the current Expense Group and start a new one or Save & Close to save the current Expense Group and close the tab. 

In Practice: How to Create New Goal

1. On the Manage page, click Create...
2. Select Goal from the dropdown list box to open the Goal window.
3. Enter the below details: 
   • Goal name
   • Goal Type
   • Tags
   • Attach Document 
   • Notes
   • Metrics
   • Campaigns
   • Expense Groups
   • Expenses
     Note:

     Metrics and Expense Group will only be enabled once you Save the Goal.
4.  Click Save.
5. Optionally, you can also select Save & New to save the current goal and start a new one or Save & Close to save the current goal and close the Goal tab.