Limits for plans and project groups
How much is your marketing budget? That is the planning limit, for example € 50,000. The sum of all your marketing projects should not exceed this amount.
In the budget chart this is indicated by a red dotted line.
You can also set a limit per project group. For example, you determine that all events together may amount to 40% or € 20,000 of your full plan. For each event you have a separate project budget.
A grey line indicates the sum of all project group limits.
Setting the planning limit
Under Budget, click on the pencil next to the amount. Set your planning limit per financial year.
Set project group limit
In Budget click on the pencil next to the name of the project group. Set your planning limit per financial year.