The Budget Scheduler allows a Shape user to set future budgets for up to 12 budget cycles for monthly 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 any budget page, navigate to the budget settings form by clicking on the pencil icon:
In Budget settings, you'll find a new option underneath the Budget amount field, Schedule a Future Amount. (Note: one time budgets will not have this option available.)
How to use Budget Scheduler
1. Selecting Schedule a Future Amount will open up a form detailing the scheduled Budget amounts for the next 12 cycles.
- As you adjust an amount, please note that the dates that follow the adjustment will show an updated forecast amount.
- Any changes will automatically adjust the following cycles to reflect the new Budget amount.
4. Once the next 12 cycles are set, simply click the submit button.