Create budget plans

Create a budget plan

A budget plan shows how you want to allocate spend over a time period. You can optionally include a budget bid strategy to manage spend and bid changes in a plan.

To begin creating a plan, you specify the time range and a conversion goal. A plan can run anywhere from one week to one year from the start date of the plan. 

You can create multiple, sequential budget plans in each budget group if the time frame for each plan is less than a year.

  • The next plan that you create inherits most settings from the previous plan. The target spend (and custom allocations) aren't inherited by the next plan.

  • The start date for a plan can be any date after the budget group was created, even past dates.
    For example:

    • You want to create a budget plan for a budget group that was created on January 5.

    • Today's date is April 30.

    • You can create a budget plan that starts on or after January 5.

  • You can edit plans that haven't completed.

The steps that follow are part one of the budget plan creation process for a plan that covers a specified date range. For information about how to create a recurring budget plan, see the Create a recurring budget plan article.

Set date range and goal

You are required to create a budget group that contains campaigns before you can set up a budget plan. 
  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.
  4. Select a budget group to display the "Overview" tab.
  5. Click the Budget plans tab.
  6. Click the + Budget plan button.
    If it's the first time that you're creating a plan in a budget group, you can click the Create plan button instead of the + Budget plan button. 
    Don't see the + Budget plan button?  First, navigate to a budget group
    In Budget management, click a budget group > Budget plans tab > + Budget plan.
  7. In the budget plan editor, on the "Set date range and goal" page, do the following to select the date range that the budget plan will cover.

    The default time range is one month. The minimum time range is one week.

    Budget plans can't overlap within a budget group.
    1. Next to "Time period", click the arrow Down Arrow to display the list, and then click Set date range.
    2. Click the default date range to display the calendar.
    3. To select the start date, click the date on the left and then scroll to select the date you want.
    4. To select the end date of a plan, click the date on the right, and then scroll to select a future date that is, at most, one year from the start date.
    5. Click Apply.
  8. Select or create a goal.

    You can't select a different conversion goal in a plan. Instead, you can remove the plan, and then create a new budget plan for the same time period.

  9. Click Continue.



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