Associating Programs, Campaigns or Event plans with a Budget Request

The following procedure shows how to associate programs, campaigns or event plans with a budget request.

To associate programs, campaigns or event plans with a budget request

  1. Navigate to the Marketing Plans screen.

  2. Click the Budget Request link.

  3. Click the Tactics view tab.

  4. To associate an existing program, campaign or event, click Add, then select a tactic in the dialog box, and click OK.

  5. To create a new tactic:

    1. Click New, and then enter a name.

    2. Select the type (Program, Event Plan or Standalone campaign).

    Note: After you select a tactic type and save the record, you cannot change the type.

You can now submit the budget request.