Before your marketing team starts to enter their upcoming fiscal year plans, you can provide their Targets at a high level so they can identify in real time how much they have left to spend as they are building their Plans.
- On the Home tab, click the Master / Custom Settings in line with the Folder you would like to set Targets for
- On the Settings page, navigate to the Columns tab under Template Setup.
- Select the Roll-up panel option from the Manage for: drop-down menu
- Add Targets as desired
Note: The Location and Type should be completed by default
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