You can export a client's budget forecast as PDF to use in planning or to share during strategic meetings. This article explains how to customize and export a budget PDF.
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Who can use this feature? • Partners with Lifecycle Manager X features enabled for a client |
Downloading the budget PDF
- Hover over Home and click Clients from the navigation bar at the top of Lifecycle Manager.
- Select the name of the Lifecycle Manager X client you would like to export a budget for.
- Click Budget from the left side navigation bar
- Click Budget Report in the top right corner of the page.
This opens a panel where you can configure the content and layout of the report before downloading it.
Customizing the PDF
When you click Budget Report, the export panel will reflect the current filters and forecast settings applied on the Budgets page. You can keep those defaults or adjust the settings before downloading.
For more information on adjusting the scope of your budget forecast and report see Customizing Budgets.
In addition, you can choose a Report Type specific to the PDF:
- Detailed PDF includes line-item details for each asset, initiative contract, and subscription.
- Overview PDF shows total spend by category and period.
Once you've confirmed your selections, click Download to generate the PDF.
| Any questions? Reach out to our Lifecycle Manager support team by submitting a support ticket. |
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