Siebel Marketing User Guide > Planning and Budgeting for Marketing > Creating and Submitting Budget Requests >

Developing and Tracking Budgets for Marketing Plans

You can use marketing plans to develop budgets. As you implement tactics, you can track the financial status of the marketing plan.

You can use the Marketing Plan to track all the budget requests you have submitted to pay for the tactics in your plan. While this is not required in order to submit budget requests for your tactics, you may find it convenient to associate the budget requests here for easier tracking.

To allocate funds from a budget request to tactics

1. Navigate to the Marketing Plans screen.
2. In the Marketing Plans list, click a marketing plan.
3. Click the Budget Requests view tab, and verify that you have associated your budget requests and their related programs, events, and stand-alone campaigns.

   For more information on associating plan tactics, see Creating and Associating Tactics with Marketing Plans.

4. In the bottom list of tactics for each budget request, if the Allocated Amount is not visible, use the Columns Displayed option to add it.
   1. From the Tactics Menu, choose Columns Displayed.
   2. In the Columns Displayed dialog box, move Allocated Amount to the Selected Columns list and click Save.
5. In the Allocated Amount field for the Tactic, enter the portion of the budget request Approved Budget that you want to allocate to that tactic. If there is only one tactic for that budget request, this amount must be 100%.

   If you developed forecast expenses for the tactic, you can verify the plan is within budget by comparing your assigned budget to the forecast expenses.

   NOTE:  You can also perform Step 4 and Step 5 directly on the Budget Requests screen.