Associating a Budget Request with a Marketing Plan

The following procedure shows how to associate a budget request with a marketing plan.

To associate a budget request with a marketing plan

1. Navigate to the Marketing Plans screen.

2. In the link bar, click Marketing Plans.

3. In the Marketing Plans list, expand a Marketing Plan name.

4. Click the Budget Requests folder.

5. In the Budget Requests list, click Add.

6. 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, then the tactics are then associated with the marketing plan.