---
title: Budgeting
slug: content-marketing-platform/docs/budgeting
docTags: 
createdAt: 2026-07-20T15:45:00.344Z
---

In Optimizely Content Marketing Platform (CMP), you can set campaign budgets to track the costs of your team's activities. This lets you track how much you spend on marketing activities using external dollars.

## Prerequisite

- [Configure your organization's budgeting and financial settings](docId\:LG-8bO2K7Wsf5HOTZyS4h).

## Use budgeting

1. [Create a campaign](docId:8UYnEjnQ6qE-7LSSLMZtT) and set the **Budget** amount. The **Details** tab of the campaign shows how much you have spent so far and how much is available.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/6holq15IdLpDSIxmcA6Vt_01-use-budgeting-1.png" size="100" isUploading="false" width="800" height="549" darkWidth="800" darkHeight="549" showCaption="false" indent="1"}

2. [Add tasks](docId\:W7zf5eJAPZhHgHjzWK_m2) and set budget amounts for them. As you add tasks to the campaign, the forecasted spend amount changes for the campaign.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/TVHc2WmT1O1JeI7VdA-Zi_02-use-budgeting-2.png" size="100" isUploading="false" width="800" height="496" darkWidth="800" darkHeight="496" showCaption="false" indent="1"}

3. Add invoices to tasks to track the amount your team spends.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/MO2uMHemjObbL8L1S3Bmp_03-use-budgeting-3.png" size="100" isUploading="false" width="800" height="668" darkWidth="800" darkHeight="668" showCaption="false" indent="1"}

:::Paragraph{listStyleType="decimal" indent="2"}
Go to **Financials > Add Invoice**. 
:::

:::Paragraph{listStyleType="decimal" listStart="2" indent="2"}
Search for or create a vendor.
:::

:::Paragraph{listStyleType="decimal" listStart="3" indent="2"}
Add the **Invoice Number** and **Invoice Amount**.
:::

:::Paragraph{listStyleType="decimal" listStart="4" indent="2"}
(Optional) Add a description.
:::

:::Paragraph{listStyleType="decimal" listStart="5" indent="2"}
(Optional) Upload any attachments, such as purchase orders or related documents.
:::

:::Paragraph{listStyleType="decimal" listStart="6" indent="2"}
Click **Save Invoice**.
:::

4. Add payment information when your team pays the invoice.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/o8wB46SHIFAebKOzzyfWd_04-use-budgeting-4.png" size="100" isUploading="false" width="800" height="720" darkWidth="800" darkHeight="720" showCaption="false" indent="1"}

:::Paragraph{listStyleType="decimal" indent="2"}
Click **More (...)** beside the invoice and click **Add Payment**.
:::

:::Paragraph{listStyleType="decimal" listStart="2" indent="2"}
Enter the **Payment Date** and **Payment Amount**.
:::

:::Paragraph{listStyleType="decimal" listStart="3" indent="2"}
(Optional) Add any **Additional Notes**.
:::

:::Paragraph{listStyleType="decimal" listStart="4" indent="2"}
(Optional) Upload any documentation, such as contracts or quotes.
:::

:::Paragraph{listStyleType="decimal" listStart="5" indent="2"}
Click **Save Payment**.
:::

5. Go to the **Financials** tab in the campaign to see information such as the **Planned Amount**, **Total Invoices**, and **Total Payments** for each task and the entire campaign.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/91SV1vnRDbpmIUR9l9IOT_05-use-budgeting-5.png" size="100" isUploading="false" width="800" height="319" darkWidth="800" darkHeight="319" showCaption="false" indent="1"}