Managing Budget Access
1. To deactivate or delete a budget, first, navigate to the Budget Settings screen.
- You can do so by:
- Selecting the checkbox next to the budget name on the Decision Grid on the Client View and then the edit button (pencil icon)
- Selecting the pencil icon (top right-hand corner) on the Budget View.
2. Select "Status" from the left-hand navigation.
3. The "Status" screen provides you the option to "Deactivate This Budget" or "Delete This Budget" with a single click.
4. Select Deactivate or Delete. Then click "Save Settings."
IMPORTANT:
- Changing the accessibility of a Budget is permanent. Deactivating or deleting a Budget should only occur when you are certain that you won't need to reactivate the Budget in the future.
- Deactivating or deleting a Budget will not pause or delete campaigns in the Budget. Campaigns will continue to run and accumulate spend until they are paused or deleted in Shape or the advertising platforms.
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