Expense Parents

Expense Parents

In Planful for Marketing, an expense can belong to campaigns, child campaigns, or expense groups, or it can remain unassigned.

In Practice: To assign a Parent for an Expense

1. Navigate to Manage > Expenses > All Expenses.
   
2. The Expenses page appears.
   
3. For demonstration purposes, make sure you are viewing the expense list by clicking the View by option located in the upper left.

There are two ways to assign a parent to expenses in Planful for Marketing.

• The first way is to select the parent from the expense details page within an expense:

1.  Go to Manage > Expenses > All Expenses.
   
   
2. Select the expense you want to edit.
   
3. On the expense detail page, click the Parent dropdown menu to change its parent.
4. Once you have selected the new parent, click Save & Close to confirm the changes.
   

• The second way is to navigate to the Expense page and make bulk changes by using the Actions dropdown on the far right-hand side of the page:

1. Navigate to Manage > Expenses > All Expenses.
   
2. Select the check box located on the left side of each expense you want to assign.
3. On the right-hand side of the page, click the tool icon and select Actions.
   
4. Select the Change Parent option from the Actions dropdown menu.
   
5. The Change Parent window appears with the list of parent campaigns and expense groups. 
6. Select the required parent and click Ok.
7. If you want to assign the expense to a child campaign, click on the arrow next to the parent campaign to reveal the child campaigns within it.