Promotion within Warchest creates a separation between the Warchest Finance Plan and the rest of the app. If you have Promotion on, updates in the Finance Plan will only be reflected in the Cashflow page when they are promoted.
Promotion can be turned on and off on the Manage Campaigns page. Click the pen-to-paper icon by a budget to turn it on and off.
Please note that any data you currently have in the Finance Plan will sync immediately to the rest of the app if you turn off promotion. We recommend first duplicating your campaign.
How to promote data from the finance plan to the cashflow tab:
Admins have three options when promoting data from the finance plan to the cashflow tab:
- Promote goals: Promoting goals will transfer all goal data you have assigned to your sources in your finance plan to the goals section of the cashflow page.
- Promote projections: Promoting projections will transfer all projection data assigned to subcategories in your finance plan to the projections on the cashflow page.
- Promote Actuals: Promoting actuals will transfer any uploaded actual contributions from your finance plan into the actuals section in the cashflow page.
⚠️ Each time you promote data from the finance plan to the cashflow page you are overwriting and replacing any previous data in the cashflow tab with your most recent finance plan promotion. You will not be able to undo this promoted data.
Once data is promoted to the cashflow page, you will see your contributions and left to raise numbers on the Budget Analysis Table update.
If you are missing the ability to promote data, you may not be an account Admin. Please contact the account signer or firstname.lastname@example.org for more information.