The Budget Scheduler allows a Shape user to schedule future budget targets for recurring Budgets.
For example, let's say you manage a client that has monthly PPC budgets. Each quarter they raise or lower the budget cap they spend based on seasonal trending.
Previously, you had to remember to adjust the budget cap up or down at the start of each month. Now, Budget Scheduler allows you to set multiple budget caps all at once.
Where do I find the Budget Scheduler?
From the budget view, navigate to the budget settings form by clicking on the pencil icon:
In Budget settings, you'll find a tab called "Schedule" in the left-hand navigation. Navigate to this form to Schedule Future Budget Amounts.
This form will appear on the SCHEDULE tab.
How to use Budget Scheduler
1. After opening the SCHEDULE tab on a Budget View, the Schedule Future Budget Amounts form will open. You'll see a form that allows you to schedule budget targets for future dates. If you have no future budgets scheduled, it will also show you a timeline indicating such.
4. Click Save Settings in the left-hand navigation to finish.
If a budget cycle is grey, the budget amount will remain the same as the last budget amount set.
NOTE ON SCHEDULING FUTURE BUDGETS
If you schedule a future budget amount for a recurring budget, you will only be given the option to schedule a change to occur on the start of a new cycle. For example, if you have a monthly budget that starts on the 1st, you will only be able to schedule a future budget to start on the 1st in future months.