True-Up Functionality on Manage Page

In Planful for Marketing, you can easily reallocate the budget among different segments using the smart cell technology available on both the Budget and Manage page. These cells display how much you have remaining to spend (or have overspent) for each campaign, segment, and expense group, along with the allocated amount, total expenses, and the variance between them (the available funds or overspending).

This feature conveniently allows you to adjust allocation amounts directly within the table or seamlessly transfer available funds between segments/campaigns (highlighted in green text above the cell).

The Double-click to true-up feature allows you to reallocate or ‘give back’ money that went unused back to your top-level budget items. For example, let's say you allocated $5,000 to an event in October, but only $4,000 was spent. By double-clicking, you can easily true-up the October budget to $4,000, releasing $1,000 back to your segment where it can be allocated elsewhere.

Another useful feature is the Drag-and-Drop option to take the leftover budget from any month and move it to a future month within the same segment or move the remaining budget to a different segment if necessary. 

In the following scenarios, you can either true-up or drag and drop the excess amount:

• If the variance is positive (indicating an available budget for that period), you can redistribute the funds elsewhere in your budget using the drag-and-drop feature.
• Alternatively, the true-up feature enables you to adjust the amount by double-clicking and returning it to the total available budget.
  
• If the variance is negative (indicating overspending in that period), you can’t move this amount (you can’t redistribute money you don’t have!). However, you can transfer funds between items or from the available budget of another segment to cover the costs and reconcile the amount using the true-up feature.