---
title: "Using Manage Budget on the Plan Budget Page"
slug: "using-manage-budget-on-the-plan-budget-page"
updated: 2025-11-21T09:56:30Z
published: 2025-11-21T09:56:30Z
canonical: "help.planful.com/using-manage-budget-on-the-plan-budget-page"
---

> ## 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.

# Using Manage Budget on the Plan Budget Page

The **Manage Budget** menu offers budget-level and segment-level actions.

### Budget-Level Actions

- **Duplicate Budget** – Creates an identical copy of the current budget.
- **Edit Budget Details** – Opens the **Edit Budget** window to update editable fields (see *Editing Budget Details* below).
- **Delete Budget** – Permanently removes the selected budget.

### Segment-Level Actions

*(Enabled only when one or more segments are selected.)*

- **Group Segment(s)** – Combines selected segments into a single group.
- **Ungroup Segment(s)** – Breaks apart grouped segments.
- **Move Segment(s)** – Repositions selected segments within the budget.
- **Duplicate Segment(s)** – Creates a copy of selected segments.
- **Delete Segment(s)** – Removes selected segments permanently.

If **no segments are selected**, all segment-level actions remain disabled. To learn more about managing budget segments, click [here](/planful-for-marketing/docs/using-manage-budget-on-the-plan-budget-page#_qg66xj3zk5dz).

![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/pfm-august-rn---int-image-cigemnjo.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A57%3A50Z&se=2026-10-26T15%3A57%3A50Z&sr=c&sp=r&sig=xd6UYgiTfhXRhphdpiYcK7mZEPhSUQV2BWPsStCL%2FZs%3D)

## 

### Editing Budget Details

To edit a budget:

1. Select **Edit Budget Details** from the **Manage Budget** menu. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/pfm-august-rn---int-image-m0868lz4.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A57%3A50Z&se=2026-10-26T15%3A57%3A50Z&sr=c&sp=r&sig=xd6UYgiTfhXRhphdpiYcK7mZEPhSUQV2BWPsStCL%2FZs%3D) or Click the **Edit icon** in the Plan Budget Page. ![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/pfm-august-rn---int-image-9zvc0bre.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A57%3A50Z&se=2026-10-26T15%3A57%3A50Z&sr=c&sp=r&sig=xd6UYgiTfhXRhphdpiYcK7mZEPhSUQV2BWPsStCL%2FZs%3D)
2. In the **Edit Budget** window, update:
  - **Budget Name** – Modify as needed.
  - **Owner** *(Required)* – Assign an Admin user as the budget owner.
  - **Budget Amount (USD)** – Adjust the allocated amount.
  - **Fiscal Year Start Date** *(Required)* – Update the start date if needed.
  - **Forecast Column** – Toggle on or off. To learn more about Forecast, click [here](https://help.planful.com/planful-for-marketing/docs/forecast-for-budget-planning).
  - **Custom Available Budget Calculation** – Adjust as required. To learn more about Custom Available Budget, click [here](https://help.planful.com/planful-for-marketing/docs/custom-available-budget).
3. Click **Save & Close**.

> [!NOTE]
> Note:
> 
> - The **Timeframe Type** is non-editable after budget creation.
> - If **Forecast** is enabled, you will see the **Smart Cell** section displaying the selected anchor point (**Total Budget** or **Forecast**). However, this setting cannot be changed once the budget is created; the anchor point is locked for that budget. To learn more about smartcell for forecast, click [here](/planful-for-marketing/docs/smart-cells-for-forecast).

![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/PFM2(2).png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A57%3A50Z&se=2026-10-26T15%3A57%3A50Z&sr=c&sp=r&sig=xd6UYgiTfhXRhphdpiYcK7mZEPhSUQV2BWPsStCL%2FZs%3D)

#