Budget Allocation for (MDF)

Overview

Marketing Development Funds (MDF) allows Partners to request funds that will be used to support their future marketing activities. The funds are drawn from Budgets that your Organization has previously authorized. The MDF module allows you to track the amounts available and the amounts spent.

MDF is designed as a hierarchical system that supports different levels of approval.

Before You Begin

• Log into PRM Admin with fundTask Level 2 rights.
• You must have defined the Budget before you can allocate funds to it.

How to Allocate Funds to a Budget

1. Navigate to Marketing > Budget Allocation.
2. Click Add.
3. Provide the following information for this allocation:
   • Budget Group: Select which Budget Group this allocation relates to. This will filter which Budgets are displayed in the next field.
   • Budget: Select which Budget to apply this allocation to.
   • Period: Select the period of validity for this allocation.
   • Budget Allocation: This is the amount of currency that is being granted.

   The other fields will be populated and managed automatically by Zift PRM.

4. Click Change Budget Allocation.

Related Topics

• About Marketing Development Funds
• Manage Budget Group Types
• Create Budget Groups
• Manage Budgets
• Appoint Fund Approvers
• Manage Approval Levels
• Setup a Campaign
• Create a Fund Account
• Allocate Funds to Budget Groups
• Budget Group Allocation