---
schema_version: "1"
id: 16499402b7bedb8c0932ae6f4d688a3394097ac1837317a21f1224cb6efd8688
title: Plan Your Budget Allocation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/dato_mark_media_planning_center_app_plan.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.dato_mark_media_planning_center_app_plan.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ca4667b37821a17661c452ccf543e77062d9719dbd640a2171a20452bdaaa75e
description: After you install the app, you can see the outline, or grid, of your budgeting plan. This grid contains all of the dimensions (in the hierarchy) alongside the timeframe, which was defined during the installation process.
products:
  - Marketing
  - Marketing Cloud Intelligence
release: "264"
---
# Plan Your Budget Allocation

After you install the app, you can see the outline, or grid, of your budgeting plan. This grid contains all of the dimensions (in the hierarchy) alongside the timeframe, which was defined during the installation process.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d100863e38">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d100863e38 ">To run Marketplace apps:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d100863e38 ">Admins, Power Users, or Viewers</td>

          </tr>
        </tbody>
      </table>

The budget is entered or changed at the lowest level only. You don’t have to fill out the entire plan at once. You can fill it out at your own pace. Admins can upload a plan via the data stream’s log file and then import it back into the data stream, if necessary.

1. In Marketing Cloud Intelligence, on the **Marketplace** tab, select **Apps**.
2. Click **Installed Solutions,** and then select the **Media Planning Center app**.
3. To plan your budget, click the **Plan** tab.
    
    ![plan tab](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-salesforce_datorama-264-0-0-production-enus/d38a342d-dd4a-4af8-8343-f372280a75dd/salesforce_datorama/images/market/dato_mark_media_planning_run_plan.png)
4. To view more information and to analyze a specific dimension, click a dimension. The Analyze tab appears showing you a forecast of your future budget for this specific dimension. For more information, see [Analyze Your Budget by Dimension](https://help.salesforce.com/s/articleView?id=mktg.dato_mark_media_planning_center_app_analyze.htm&release=264.0.0&type=5 "Whenever you highlight an entity on the grid, an analytic display appears at the bottom presenting two analytic types, Forecast, and YoY (Year-over-Year). The data that displays is per the level that you’re currently highlighting, meaning if you drill up or down, the numbers change accordingly.").
5. To update the plan, make a change and then click **Update**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-salesforce_datorama-264-0-0-production-enus/d38a342d-dd4a-4af8-8343-f372280a75dd/images/icon_note.png)
    
    Note Every time the plan is updated a report is generated based on the data and the old data is replaced with the new data.
6. To apply budget allocation to entire rows or columns, highlight the row or column in question and then copy and paste to the row or column you require.
    
    You can either apply a hard-coded value, or apply an arithmetic expression to every existing cell value. You can include expressions that multiply, divide, add, and subtract numbers.
7. To import a cost measurement and use it as your budget, click **Import** and then select a cost measurement and define the year and increment the retrieval starts from.
8. To allocate the budget from the top level of your plan, right-click a row and select **Split Budget**.
    1. Define how these top-level budgets trickle down to lower levels in the hierarchy. Use this option if you prefer to define budgets at the top for an entity, such as channel. Avoid meticulous calculations at the lower levels, for entities like campaign type, or strategy.
    2. You can edit the entire budget, and define the percentages by which it carries through to the lower levels.
    3. Click **Split** when you’re done.
        
        The budget is reallocated accordingly all the way down to the lowest level.