---
title: "Allocate Budget"
slug: "allocate-budget"
updated: 2025-10-01T12:17:20Z
published: 2025-10-01T12:17:20Z
canonical: "help.planful.com/allocate-budget"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.planful.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Allocate Budget

Planful for Marketing admins can allocate the budget on a monthly, or quarterly basis to segments in the Budget Page.

### Accessing Budget Allocation

1. Click the **Settings** icon in the top-right corner of the screen. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/pfm-august-rn---int-image-3rc35m9w.png?sv=2026-02-06&spr=https&st=2026-10-26T16%3A38%3A59Z&se=2026-10-26T17%3A38%3A59Z&sr=c&sp=r&sig=5qGW%2Fdnny%2FiMDoBncawu5ztEYzSPO5NgYF7sfZeGJVk%3D)
2. From the **Settings** drop-down menu, select **Budget**. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/pfm-august-rn---int-image-rb85ibio.png?sv=2026-02-06&spr=https&st=2026-10-26T16%3A38%3A59Z&se=2026-10-26T17%3A38%3A59Z&sr=c&sp=r&sig=5qGW%2Fdnny%2FiMDoBncawu5ztEYzSPO5NgYF7sfZeGJVk%3D)
3. Click the **Edit** icon next to the budget amount. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/pfm-august-rn---int-image-ckusgqh1.png?sv=2026-02-06&spr=https&st=2026-10-26T16%3A38%3A59Z&se=2026-10-26T17%3A38%3A59Z&sr=c&sp=r&sig=5qGW%2Fdnny%2FiMDoBncawu5ztEYzSPO5NgYF7sfZeGJVk%3D)
4. Make changes to allocate budget **monthly** or **quarterly** per segment. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/pfm-august-rn---int-image-kjc10iwi.png?sv=2026-02-06&spr=https&st=2026-10-26T16%3A38%3A59Z&se=2026-10-26T17%3A38%3A59Z&sr=c&sp=r&sig=5qGW%2Fdnny%2FiMDoBncawu5ztEYzSPO5NgYF7sfZeGJVk%3D)
5. Click **Save & Close** to apply changes. The **Total Budget vs. Allocated** calculation will display any remaining amount not yet allocated to a segment. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/pfm-august-rn---int-image-5mzxroxo.png?sv=2026-02-06&spr=https&st=2026-10-26T16%3A38%3A59Z&se=2026-10-26T17%3A38%3A59Z&sr=c&sp=r&sig=5qGW%2Fdnny%2FiMDoBncawu5ztEYzSPO5NgYF7sfZeGJVk%3D)
6. To explore more editing options: Click the **Manage Budget** button. Use the drop-down list to edit budgets at both **individual** and **segment** levels. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/pfm-august-rn---int-image-46d1u6kx.png?sv=2026-02-06&spr=https&st=2026-10-26T16%3A38%3A59Z&se=2026-10-26T17%3A38%3A59Z&sr=c&sp=r&sig=5qGW%2Fdnny%2FiMDoBncawu5ztEYzSPO5NgYF7sfZeGJVk%3D)
7. **Override the budget date** by toggling the date setting on and selecting a new date. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/pfm-august-rn---int-image-rk1vme49.png?sv=2026-02-06&spr=https&st=2026-10-26T16%3A38%3A59Z&se=2026-10-26T17%3A38%3A59Z&sr=c&sp=r&sig=5qGW%2Fdnny%2FiMDoBncawu5ztEYzSPO5NgYF7sfZeGJVk%3D)
8. To edit Allocations in the table, hover over any budget variant within a segment, and the user can:
  1. **Double-click to True-up** – Reallocate the budget in a month or segment quickly.
  2. **Drag and Drop** – Move leftover budget from one month to a future month within the same or a different segment. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/pfm-august-rn---int-image-bvbj26go.png?sv=2026-02-06&spr=https&st=2026-10-26T16%3A38%3A59Z&se=2026-10-26T17%3A38%3A59Z&sr=c&sp=r&sig=5qGW%2Fdnny%2FiMDoBncawu5ztEYzSPO5NgYF7sfZeGJVk%3D)
  3. **Manual Overwrite** – Double-click and type in a new allocation amount. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/pfm-august-rn---int-image-xxtvipr4.png?sv=2026-02-06&spr=https&st=2026-10-26T16%3A38%3A59Z&se=2026-10-26T17%3A38%3A59Z&sr=c&sp=r&sig=5qGW%2Fdnny%2FiMDoBncawu5ztEYzSPO5NgYF7sfZeGJVk%3D)
  4. **Undo Changes** – Click **Undo Changes** to revert to the previous view. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/pfm-august-rn---int-image-3vw08zbt.png?sv=2026-02-06&spr=https&st=2026-10-26T16%3A38%3A59Z&se=2026-10-26T17%3A38%3A59Z&sr=c&sp=r&sig=5qGW%2Fdnny%2FiMDoBncawu5ztEYzSPO5NgYF7sfZeGJVk%3D)
  5. **Delete Allocations** – Double-click the budget cell and press **Delete** on the keyboard. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/pfm-august-rn---int-image-6av24xed.png?sv=2026-02-06&spr=https&st=2026-10-26T16%3A38%3A59Z&se=2026-10-26T17%3A38%3A59Z&sr=c&sp=r&sig=5qGW%2Fdnny%2FiMDoBncawu5ztEYzSPO5NgYF7sfZeGJVk%3D)
9. **Save budget.** After making edits, choose the save option that fits your needs: **Once** saved, the updated **Status** will appear beside the budget’s name in the center of the page.

| **Save Option** | **Description** |
| --- | --- |
| Test | Indicates this is a test budget and not a source of truth. |
| Read-Only | Prevents any edits. The status must be changed to make updates. |
| Draft | Visible to users with access, but not finalized. |
| Live | Makes the budget the default for your team. |
10. **Select** the **Save as Baseline** checkbox to set this budget as the reference point for comparing with previous budgets. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/pfm-august-rn---int-image-57lq5w6q.png?sv=2026-02-06&spr=https&st=2026-10-26T16%3A38%3A59Z&se=2026-10-26T17%3A38%3A59Z&sr=c&sp=r&sig=5qGW%2Fdnny%2FiMDoBncawu5ztEYzSPO5NgYF7sfZeGJVk%3D)

### **Best Practices**

- Use **Draft** for work-in-progress budgets.
- Apply **Baseline** to track changes over time.
- Regularly review **Total vs. Allocated** to ensure full utilization of funds.