Moving Your Investments

Spend allows you to collaborate with others to create strategic marketing plans. The ability to move marketing investments (Line Items) between investment plans makes reallocating costs between different departments simple and efficient.

1. On the Investments tab, highlight the category, sub-category, marketing investment/line item or placeholder you want to move.

Note:You can only move investments between investment plans you have access to.

2. Right-click and select Move Row. A pop-up Move display window will appear, where you will decide where to move your investments.

Note: You cannot move marketing investments across fiscal years.

3. Follow the steps as displayed in the Move display window. First, select the investment plan you will be moving your investments into, then select the grouping they will go under if applicable.

Note: If no category or sub-category is selected, the marketing investment will be placed at the top of the investment plan.

4. Click the Move Row button.