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Siebel Marketing User Guide > Planning and Budgeting for Marketing >
Creating and Submitting Budget Requests
Use budget requests to request money to pay for a marketing activity such as a campaign, event, or program. You can specify the amount of funding you need, associate the tactics related to the request, and submit the request for approval from the budget owner in your organization. Budget requests can be associated with a marketing plan or created and approved without establishing a relationship to a marketing plan. To create a budget request
- Navigate to the Marketing Plans screen.
- In the Marketing Plans link bar, click Budget Requests.
- In the Budget Requests list, create anew record, and complete the fields using Table 10 as a guide.
- To associate campaigns, or event plans programs, with a budget request, select the Plan Tactics view tab, and click Add.
Table 10. Budget Request Fields
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Total Requested |
Total amount of the budget request. This field must be completed, or the budget request cannot be submitted. |
Approval Status |
A status field that indicates that the plan has been Approved, Declined, Submitted, or Needs Revision. |
Marketing Plan |
Associates the request with the marketing plan. |
MDF Requested |
Calculated by totaling the MDF Requests associated with any tactics in the budget request. |
Approval History |
Displays the history of approvals for the budget request. |
Planning Period |
Indicates the time period during which the request is active. For example, an annual or quarterly budgeting period. |
Budget Category (G/L Account) |
Choose a budget category for the request. The categories typically correspond to the values in the back-office accounting general ledger. |
Net Requested |
Calculated by subtracting the MDF Requested from the Total Requested. |
Approved Budget |
Specify the amount of money approved for the request. This field should be used only by employees with budget authority. |
Region |
Select the region authorized to spend the funds. |
Type |
The value corresponds to the categories that your organization uses to organize and review requests. |
Line Number |
You can use this field in any way that meets your business needs. For example, some general ledger applications generate a line number for each budget item. |
Organization |
Associates the request with organizations that should have visibility to the request. |
Pre-Approved |
Indicates if approval has already been provided. When you check the preapproval flag, the value in the Approval Status field is prefilled with Approved. |
Delivery Date |
The date that the funds need to be available. |
Team |
Select the employee positions that should have visibility to the request. |
Brand |
The Brand (category) related to the tactics for the request. |
Product Lines |
The product lines related to the request. |
Products |
The products related to the request. |
Target Industry |
The target industry for the tactics in the request. |
Market Development Funds |
Select an MDF Fund to indicate the source of any MDF Requests to be associated with tactics for the request. This relationship does not limit any associations between MDF Request and the tactics. |
Actual Total Expense |
The calculated total of expenses from the tactics associated with the budget request. |
Actual MDF Received |
The calculated total of MDF Requests associated with the budget request tactics. |
After you create the budget request (making sure that the Total Requested field is complete), submit the budget request. NOTE: Be sure that the marketing plan for the budget request is associated with a tactic before submitting the request. For instructions, read Creating Plan Tactics and Associating Plan Tactics with Marketing Plans.
To submit a budget request
- From the Approval Status drop-down list, choose Submitted.
The Pick Employee dialog box opens.
- In the Pick Employee dialog box, select the employee to whom you want to submit the budget request.
- (Optional) Add a comment to the request.
To approve or decline a budget request
- Navigate to the My Approvals Inbox view.
- Click the budget request name.
The Marketing Plans > Budget Request view appears.
- In the Approval Status drop-down menu, choose Approved, Declined, or Needs Revision.
The Pick Employee dialog box opens.
- In the Pick Employee dialog box, select the employee who submitted the budget request.
- (Optional) Add a comment to the request.
To associate a budget request with a marketing plan
- Navigate to the Marketing Plans screen
- In the link bar, click Plan Explorer.
- In the Marketing Plans list, expand a Marketing Plan name.
- Click the Budget Requests folder.
- In the Budget Requests list, click Add.
- In the Pick Budget Request dialog box, select the budget request, and click OK.
NOTE: If there are any tactics associated with the budget request that are not already associated with a marketing plan, the tactics are then associated with the marketing plan.
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