Budget and Cost Tutorials
Budget & Cost Grid Overview
The video explains how to use the budget and cost grid in Marmind to review, compare, and configure financial data for campaigns, including features like column selection, tree view, bookmarks, currency switching, and filtering
Comparing Budgets
Tree Views and Last Change Column
Bookmarking Views
Currency Switcher
Filtering and Calculated Columns
Budget Administration
The video explains how to configure Marmind for budget planning by setting up budget groups, currencies, exchange rates, planning areas, and planning periods.
Configuring Marmind for Budget Planning
Creating Budget Groups
Defining Currencies and Exchange Rates
Setting up Planning Areas and Periods
Assigning Groups to Planning Areas
Budget Planning
The video explains how to plan and manage budgets in Marmind using top-down budgeting, including setting budget groups, assigning values at different organizational levels, handling multiple currencies, and utilizing features like consolidated views, budget limits, and change history.
Budget Planning Overview
Top-Down Budgeting
Budget Group and Campaign Planning
Consolidated View and Currency Input
Budget Limits and History
Costs: Administration and Creation
The video explains how to configure a system to plan and manage costs by defining spend types, linking them to budget groups, and creating and editing cost items within campaigns.
Configuring System for Cost Planning
Defining Spend Types
Creating Costs
Viewing and Managing Costs
Editing Cost Items
Costs: Bulk Shift by Period
The video explains how to use Marmite to shift planned costs from one period to another, either by month offset or by specifying a date.
Shifting Costs to Another Period
Costs: Cancel Costs
The video explains how to cancel planned costs in Marmind so they are removed from the budget and forecast, and how to view cancelled items in the cost list.
Cancelling Costs in Marmind
Viewing Cancelled Costs
Costs: Recurring Costs
The video explains how to create and apply recurring monthly costs for a campaign in Marmind.
Creating Recurring Costs in Marmind
Setting Up Recurring Costs
Applying Recurring Costs
Costs: Shifting a Cost Split by Changing Duration
The video explains how to shift the cost split of a campaign by changing its start date, resulting in automatic updates to the associated cost items in the budgeting system.
Cost Split Adjustment
Costs: How to Create Actuals
The video explains how to create, commit, and manage actual costs in Marmind, including adjusting forecasts and handling vendor payments
Creating Actuals in Marmind
Committing Costs
Creating and Linking Actuals
Adjusting Committed Costs
Shifting Costs and Creating Second Actual
Reviewing Cost History