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