Associating Budget Requests and Tactics with the Marketing Fund

When you submit a budget request, you must indicate the fund from which you want the money drawn. To indicate this, you must associate the fund with the budget request record.

The following procedure shows how to submit a budget request from a marketing fund.

To submit a budget request from a marketing fund

1. Navigate to the Marketing Plans screen.

2. Select the Budget Requests link.

3. In the Budget Request list, click the name of the Budget Request.

4. Click the Fund field.

5. Select the Fund, then click OK and save the record.