Updating a budget per cell

  1. Select Customer Lifecycle > Budget.
  2. In the Details section, select a budget type.
  3. Specify the other fields to refine the results of your search.
  4. Click Select.
  5. In the Budget Allocation section, click the cell to update.
  6. Specify the value in the cell.
  7. Use the Tab key to navigate to the other cells and update the content.
  8. Click Save.
    Note: Updating a budget in a cell in a quarter view distributes the new budget value to the months within the quarter.