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Fund several lines from one shared budget
Add a shared budget on Plan Details, then pick it as the budget source on each line it funds. Orbit counts it once in the plan’s total.
Before you start
- Who can do this
- Agency Owner, Admin, Manager or Specialist
- Where in Orbit
- Sidebar › Workspace › Media plans
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open the plan and press Edit, or start a New Plan, and go to Plan Details.
Press . Give it a name, such as “Meta — all tactics”, and an amount.
On each line it funds, change the budget source from Own budget to the shared budget, listed as “Shared:” and its name.
Check the shared budget shows how many lines it funds, such as “Funds 3 lines”, then press Save Media Plan.
When it worked
Each funded line shows “Funded by” and the shared budget’s name. The plan’s page lists it under Shared budgets, and its Total budget counts the amount once.
If something goes wrong
Orbit showsRequired fields missing: Each shared budget needs a name, an amount, and at least one line
Give the shared budget a name and an amount above zero, and pick it on at least one line. Or remove it.
A line’s own budget disappeared.
Picking a shared budget clears the line’s own budget. A line is funded by one or the other, not both.
You want to split the shared amount between lines.
Shared budgets can’t be split. Set each line back to Own budget and enter its own amount.
Impressions stopped filling in.
Lines on a shared budget don’t work out impressions from budget and CPM. Type each line’s Impressions yourself.
How it works
Explainer: Shared budgets and how plan figures are worked out
A shared budget is one amount that funds several lines without splitting it between them. A plan’s total budget adds each line’s own budget to each shared budget, counted once.
Use a shared budget when a plan gives one figure for several placements with no split, such as “Meta — all tactics”. Add it on Plan Details with Add shared budget, then switch each line it funds from Own budget to the shared budget. Those lines show “Funded by” and its name, and have no budget of their own.
| Figure | How it’s worked out |
|---|---|
| Total budget | Each line’s own budget, plus each shared budget once. |
| Forecast imps. | Every line’s impressions added up. |
| Forecast CPM | Total budget ÷ forecast impressions × 1,000. |
| Flight | The number of days from the plan’s start date to its end date. |
| A line’s Impressions | Budget ÷ CPM × 1,000, until you type your own number. |
| Total Budget on the Media plans page | The budgets of all active plans added up. |
- A shared budget must be more than zero and fund at least one line.
- A line on a shared budget can’t have its own budget too. Picking the shared budget clears it.
- A shared budget can’t be split between its lines. To split an amount, give each line its own budget.
- Lines on a shared budget don’t work out impressions from budget and CPM. Type them in.
- Removing a shared budget puts its lines back on their own budgets, which start empty.