Create a budget group

Begin managing your fiscal year, quarterly, monthly, or weekly advertising spend in Search Ads 360 by first organizing campaigns into budget groups that reflect your business structure, advertising focus, brands, or lines of business.

Summary of steps to create a budget group

1. Name the budget group and select a currency.

   All of the campaigns in a budget group must use the same currency.

2. Add campaigns to the budget group.

Budget group editor

Certain user roles can create budget groups and plans. An advertiser user and higher can create budget groups and budget plans. Users who are assigned the advertiser viewer role can't create budget groups and plans.

 Name a budget group and select a currency

1. Navigate to an advertiser.

   Steps for navigating to an advertiser

   1. Click the navigation bar to display navigation options.

   2. In the "Agency" list, click on the agency that contains the advertiser. You can search for an agency by name or scroll through the list.

   3. In the "Advertiser" list, click on the advertiser.

   4. Click Apply or press the Enter key.

   Search Ads 360 displays the advertiser page, which contains data for all of the advertiser’s engine accounts.

2. In the left navigation panel, click Budget management.
3. Click the Budget groups tab, and then click + Budget group.
4. Enter a name for the budget group that identifies the group of campaigns or line of business. For example, for an electronics manufacturer a line of business might be Televisions.

5. Select a currency.

   The default currency matches the advertiser's currency setting.

6. Complete the steps to add campaigns to a budget group.

 

Add campaigns to a budget group

The campaigns table lists only campaigns that match the selected currency. It includes Account, Campaign, and Budget group columns.

1. After you've named the budget group, in the list of campaigns, do any of the following to add campaigns to the budget group.

   • Select the check box of each campaign that you want to include in the budget group.
   • Select the check box in the table header row to select all of the campaigns that are shown on the page. If the advertiser contains hundreds of campaigns, up to 100 campaigns are shown on each page.
     To select all of the campaigns, click Select all number campaigns.
     
   • Filter the list of campaigns to include only the campaigns that you want, and then select the check boxes for the campaigns.
   If you select a campaign that is already a member of a budget group, the campaign is removed from the old budget group and added to the new budget group. Campaigns can be a member of only one budget group at a time.
2. Click Create budget group.
3. Click OK when prompted to confirm that the budget group is created.
   If you add a lot of campaigns to a budget group, it may take several minutes for the operation to complete. You can create a budget plan while the budget group operation completes.

Use a filter to find the campaigns that you want 

Apply a filter to identify the campaigns that you want to include or exclude from a budget group. A filter allows you to specify attributes such as mobile bid adjustment % or Search Ads 360 bid strategy, formula columns, or any Business Data that you've added to Search Ads 360. Learn more about filters.

Filter examples

List campaigns that aren't included in a budget group

1. Click Filter.
2. Click + Attribute ▼ to display the list.
3. On the Search line, enter budget.
4. Click Budget group.
5. On the next line, click the arrow ▼, and scroll to Does not have value.
6. Click Apply.

Use business data to filter list of campaigns

1. Click Filter.
2. Click + Attribute ▼ to display the list.
3. Scroll to a business data label.
4. On the next line, click the arrow ▼, and scroll to Equals (case insensitive).
5. On the last line in the filter, enter the values of the business data.
6. Click Apply.

Next steps

• Create a budget plan.