Switching between Workspaces

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Switching between workspaces (budgets) allows you to move quickly through your marketing spend data. When managing multiple workspaces, you can easily locate and switch to the workspace you want to view or edit.

  1. On the Budget Tab, locate the Drop-down menu in the top right corner.
    Note: The workspace you are currently working in will be highlighted and italicized in this menu.
  2. Locate the workspace you want to switch to either by typing in the name of the workspace you are trying to find or scrolling through the menu.
  3. Click on that workspace. Your view will change to the workspace you selected.
    Tip: If you click on a folder, you will see all the totals for the budgets/workspaces within that folder, but not be able to add entries.
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