Switching between Activity Plans (formerly Budgets) allows you to move quickly through your marketing spend data. When managing multiple Activity Plans, you can easily locate and switch to the Activity Plan you want to view or edit.
- On the Activities tab, locate the Drop-down menu in the top left corner
Note: The Activity Plan you are currently working in will be highlighted and italicized in this menu.
- Locate the Activity Plan you want to switch to either by typing in the name of the Activity Plan or scrolling through the menu
- Click on that Activity Plan. Your view will change the Activity Plan you selected
Tip: If you click on View Roll-Up next to a folder, you will see all the totals for the Activity Plans within that folder, but not be able to add entries.