---
title: "25.8 Release Notes"
slug: "aug2025"
updated: 2025-08-15T06:08:22Z
published: 2025-08-15T06:08:22Z
canonical: "help.planful.com/aug2025"
---

> ## 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.

# 25.8 Release Notes

## **Planful for Marketing: Introduced New Budget Drawer Interface**

With this release, Planful for Marketing has enhanced the **Plan Budget** page by repositioning key options and introducing a modernized drawer interface. This update is part of our ongoing efforts to streamline and improve the user experience across the application.

### Benefits

These enhancements simplify the experience for administrators by:

- Reducing clicks and visual clutter.
- Accelerating the budget creation process and ensuring consistency with other Planful for Marketing components.

### Key Enhancements

The Key enhancements include the repositioning of the following options in the Plan Budget page:

#### Create Budget Option

The **Create New Budget** button has been repositioned for improved visibility and ease of access. It now appears separately from the **Manage Budget** dropdown to better distinguish its function. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/createbudget1.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A50%3A36Z&se=2026-10-26T14%3A50%3A36Z&sr=c&sp=r&sig=bRib9LnZadvjCLSmDaq8%2FMh2yEI9s%2FfSAH0JSqlBWVo%3D)

Clicking **Create New Budget** opens a **slide-in drawer** that contains all relevant budget creation fields. This drawer replaces the previous modal window and aligns with the existing **Edit Budget Details** drawer used elsewhere in Planful for Marketing. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/createbudget.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A50%3A36Z&se=2026-10-26T14%3A50%3A36Z&sr=c&sp=r&sig=bRib9LnZadvjCLSmDaq8%2FMh2yEI9s%2FfSAH0JSqlBWVo%3D)

The drawer preserves the following existing default behaviors while improving their visibility and accessibility:

- **Owner** defaults to the logged-in user.
- **Fiscal Year** defaults to the current year, starting January 1.
- **Timeframe** is preset to Monthly, which can be changed to Quarterly.
- **Forecast** appears disabled by default—making it visible upfront while remaining inactive unless manually enabled later. To learn more about Forecast, click [here](https://help.planful.com/planful-for-marketing/docs/forecast-for-budget-planning).

Users can complete the budget creation process with the following actions:

- **Save & Close** – Saves the draft and closes the drawer.
- **Cancel** – Opens a confirmation dialog, allowing users to discard changes and prevent accidental data loss.

> [!NOTE]
> Notes:
> 
> - Newly created budgets continue to follow the existing default **Draft** status logic.
> - The **More** menu will not appear in the enhanced drawer until the budget is created and saved, consistent with prior behavior (as actions like **Duplicate** or **Delete** do not apply to unsaved drafts).

### 

#### Custom Available Budget

- The **Custom Available Budget** option has been relocated from the **Manage Budget** dropdown and is now included in the new Budget Drawer. To learn more about Custom Available Budget, click [here](/planful-for-marketing/docs/custom-available-budget). ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/createbudget2.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A50%3A36Z&se=2026-10-26T14%3A50%3A36Z&sr=c&sp=r&sig=bRib9LnZadvjCLSmDaq8%2FMh2yEI9s%2FfSAH0JSqlBWVo%3D)