Campaign Budget

The data included on this node informs the Campaign Budget Analysis Report for management.

Campaign Budget node on the campaign header allows for a campaign to be tied to a revenue and expense so that profit/loss is visible on each campaign through revenue and expenses tied to this campaign.

Prerequisites

Navigate to the menu Setup -> Admin -> System Parameters and set parameter "Campaign Expense Codes" according to desired preference. Choices are: Use Expense Codes or Use Class Type Codes. And then set up whichever code types are selected.

• Setup -> Advertising Setup -> Expense Type to set up expense types

• OR in Production Module, Setup -> Class Setup

Add Budget to a Campaign

Revenue is automatically added based on Campaign G/L Types and amounts. Manually add additional expected revenue amounts by selecting G/L Types a the bottom of the screen and click the + to add it. The Actual amount will be filled in automatically based on the order lines, but a budget can be entered in as well.

Manually add the different types of expenses you can run on a campaign and click the + then the save button. If using the Production Module and Class Types, a job can be linked to a campaign from the Production module and the posted transactions for that job will automatically appear in the expenses.

As you enter the amounts for revenue and expense items from the respective drop-down menus and hit the tab the P&L data automatically calculates the amounts as they affect the campaign. Save the data when finished and you’ll be able to view in real time the profit and loss report on the campaign.

Note that expenses do not appear on revenue reports or dashboards or impact G/L currently. The only place these are displayed is on the Campaign Budget Analysis Report.