---
title: "Campaign/Expense Group Types"
slug: "campaignexpense-group-types"
updated: 2025-05-16T06:43:32Z
published: 2025-05-16T06:43:32Z
canonical: "help.planful.com/campaignexpense-group-types"
---

> ## 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.

# Campaign/Expense Group Types

## Overview

The Campaign/Expense Group Types tab on the Attributes & Tags page offers comprehensive functionalities, enabling you to manage various actions efficiently. You can create, update, delete, and perform other tasks seamlessly.

The Campaign/Expense Group Types section comprises the following essential columns:

- **Campaign/Expense Group Type**
- **Enable/Disable**
- **Count**

**![1(148)](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/1(148).png)**

### Campaign/Expense Group Type

This section allows you to access the list of existing campaign/expense group types. Since these types often share similar names, they are presented together for clarity.

### Enable/Disable

You can toggle this option to activate or deactivate Campaign/Expense Group Types based on their current relevance or usage status. This feature enables you to temporarily suspend types without permanent deletion, facilitating easy reactivation when necessary.

### Count

You can use **Count** to get insights into the usage frequency of each Campaign/Expense Group Type. By tracking the number of instances where each type is utilized, you can better understand their importance and relevance within the application. Also, clicking on the count of the Campaign/Expense Group will allow you to identify which Campaign/Expense group is associated with which budget. Clicking on the count will open a pop-up where you can select the relevant budget. Once the budget is selected, you will be directed to the corresponding budget's expense or manage page with the filter applied.

**In Practice: Adding a New Campaign/Expense Group Type**

1. Navigate to **Settings > Attributes & Tags** and click **Campaign/Expense Group Types**.

![2(131)](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/2(131).png)
2. Click **+Create New**.

![3(120)](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/3(120).png)

A new row appears at the top to enter a new campaign/expense group type.
3. Enter a name and click outside the field to save the new entry.

![4(94)](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/4(94).png)

Note:

The name field supports a maximum of 128 characters.
4. Additionally, double-click on an existing name field to update it. Save changes by clicking outside the field. A toast message displays, indicating that the update was successful.

Notes:

  - The **+Create New** button is disabled until you provide a name for the new type.
  - Only one new entry is allowed at a time.
  - The new entry is **Enabled** by default.

**In Practice: Activating/Deactivating Campaign/Expense Group Types**

1. Navigate to **Settings > Attributes & Tags** and click **Campaign/Expense Group Types**.

![2(131)](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/2(131).png)
2. Toggle the switch to activate or deactivate the required **Campaign/Expense Group Type**.

![5(79)](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/5(79).png)

> [!NOTE]
> Notes:
> 
> - The deactivated group type cannot be added to new campaigns or expenses, but it remains visible in existing campaigns and expense groups where it is already in use.
> - Disabled Campaign/Expense Group types appear in the filter with **Disabled** appended at the end.

**In Practice: Searching Campaign/Expense Group Types**

1. Navigate to **Settings > Attributes & Tags** and click **Campaign/Expense Group Types**.

![2(131)](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/2(131).png)
2. Enter the required keyword in the **Search Campaign And Expense Group Types field** to find matching types.

![6(64)](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/6(64).png)

The search results display all entries containing the matching word or phrase.

**In Practice: Deleting Campaign/Expense Group Types**

1. Navigate to **Settings > Attributes & Tags** and click **Campaign/Expense Group Types**.

![2(131)](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/2(131).png)
2. Hover over an existing row; the delete option appears at the end of the row.
3. Click the **Delete** icon.

![7(55)](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/7(55).png)

Instances of the deleted campaign or expense type are replaced with the **Other** **type**, which is visible at the bottom of the table but cannot be edited.

![8(48)](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/8(48).png)

> [!NOTE]
> Notes:
> 
> - The **Other** type is a system-defined campaign/expense group type.
> - The **Other** category cannot be disabled or deleted from the application.
> - The **Other** category is available in all filters/drop-down sections.

**In Practice: Bulk Deleting Campaign/Expense Group Types**

1. Navigate to **Settings > Attributes & Tags**, and then select **Campaign / Expense Group Types**.
2. Select the checkbox next to the **Campaign / Expense Group Type** column header. All checkboxes are selected.
3. Click **Delete**. A confirmation dialog appears. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/Campaign%20Expense%20Group%20Types%20Bulk%20Delete%201.png)
4. Click **Delete** to confirm. All campaign and expense group types are deleted successfully. Furthermore, in the drawer screen, any existing values are replaced with the Other campaign/expense group type. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/Campaign%20Expense%20Group%20Types%20Bulk%20Delete%202.png)

> [!NOTE]
> Notes:
> 
> - The **Other** type is a system-defined campaign/expense group type.
> - The **Other** category cannot be disabled or deleted from the application.
> - The **Other** category is available in all filters/drop-down sections.
> - The bulk delete capability does not remove the following types in Campaigns/Expense Groups: Facebook Ads, Google Ads, Linkedin Ads, and Other.

**In Practice: Sorting Campaign/Expense Group Types**

1. Navigate to **Settings > Attributes & Tags** and click **Campaign/Expense Group Types**.

![2(131)](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/2(131).png)
2. Click the **Campaign/Expense Type** column to sort the column alphabetically, ascending or descending.

![9(38)](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/9(38).png)
3. Click the **Enabled/Disabled** column to sort all types by enabled state, followed by disabled, and vice versa.

![10(28)](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/10(28).png)
4. Click the **Count** column to sort based on count, ascending or descending.

![11(22)](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/11(22).png)

**In Practice: Viewing Budget via the Count of Campaign/Expense Group Types**

1. Navigate to **Settings** > **Attributes & Tags** and click **Campaign/Expense Group Types.**

![2(131)](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/2(131).png)
2. Click the **Count** column to view the associated campaign/expense group types used across all budgets.
3. Click on the count value associated with the specific Campaign/Expense Group. The **View Budget** pop-up appears. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/PFM1.png)
4. Select the budget from the drop-down.

![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/PFM6.png)
5. Click **View**. You will be directed to the corresponding **Manage** page with the filters applied.

![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/PFM4.png)
6. Click **Go back** to return to the **Campaign/Expense Group** tab of the **Attributes & Tags** page.

![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/PFM7.png)