The Create Budget feature enables Admin users to set up a new budget with ownership, allocation, and key parameters.

To create a Budget, do the following:

1. Click Create Budget at the top left of the Budget Page.
   
   

2. In the Create Budget window, enter or configure:

   • Budget Name (Required) – Enter a descriptive name for the budget.

   • Owner (Required) – Select an Admin user to be responsible for managing this budget.

   • Budget Amount (USD) – Specify the total allocated funds.

   • Timeframe Type (Required) – Select Monthly or Quarterly.
     Note: This field cannot be edited once the budget is created.

   • Fiscal Year Start Date (Required) – Define when the fiscal year begins.

   • Forecast Column (Optional) – Toggle to display forecasted spend in budget views. To learn more about Forecast, click here.

   • Smart Cell (Conditional) – This option appears only when the Forecast Column is enabled.
     Select the anchor point for your budget calculations: Total Budget (default) or Forecast.

     • When Forecast is selected, it becomes the active planning anchor that drives all available budget calculations and variance reporting. To learn more about smartcell for forecast, click here. The Total Budget option remains available as a stable baseline for analysis and comparison.

       Note:

       This selection cannot be changed after the budget is created.

       

   • Custom Available Budget Calculation – Determine how the available budget is calculated across campaigns, expense groups, and detail views. To learn more about Custom Available Budget, click here.

3. Review all details and click Save & Close.

   Note:

   Changing the Available Budget Calculation affects values shown in other parts of the system. Review impacted areas before saving.