To navigate to your Budgets section in Rho, click on the "Budgets" icon on your Rho Toolbar which will open the sub-tabs for each area of the Budgets feature!
To create a new budget, start by selecting the "All" Sub Tab to be brought to the Budgets Page. You will then see a button to "+ New Budget" on the top right hand corner of that page. Please select that to begin creating your new Budget!
You will then be brought to a screen asking you to enter the information needed to create a new budget:
Specify the following values, and click Continue.
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Budget Name
Enter a unique name of the budget. -
Budget Amount
Enter the amount of money in US Dollars budgeted for the account. -
Budget Reset Cadence
Click the drop-down list to select the time period when the budget is reset. For example, if the Reset Cadence for your $10,000 Advertising budget is monthly, then on the first of the next month the Remaining Budget returns to $10,000, regardless of the current monthly expenditures. -
Color Label
Click the drop-down list to select the assigned color for the budget, used for identification in graphs. The assigned color should not already be used by other budgets for your organization.
When you have created your budget, you are given the option to view the budget or return to the Budget Reporting page.
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