The Budget Navigator & Martus Playbook

Modified on Mon, Aug 24 at 6:51 PM

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The Budget Navigator is a tool to asssist you in planning and implementing your budget cycle within Martus. It holds 6 phases, each with custom start and end dates and specific tasks to mark off as you go.


The Budget playbook is a tool to assist you in the budgetting process that happens outside of Martus. It walks through topics like executive alignment and your budget kick off call with helpful tips, videos and even resources like email and meeting templates. 


Find the Budget Playbook here.


Find the Budget Navigator within Martus using the walk through below:


To get started you will want to make sure that you have a Planner budget setup in Martus. Not sure how to do that? Click here to find out more.

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