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Build your media plan and budget with the Planner

Updated 2026-07-13

In two lines: in the Planner you define how much you'll invest per platform and campaign, and by linking each campaign to the real one you see the spend against what you planned. It's your investment plan and your budget control in one place.

What is a media plan in MB Suite?

A media plan is your advertising budget for a period: which campaigns you'll run, on which platforms, and how much you'll invest in each. In MB Suite the plan isn't just a spreadsheet: when you connect your real campaigns, the spend syncs and the plan becomes your control dashboard — how much you've invested, how much is left, and whether you're going at the right pace.

How do I create my first plan?

  • Go to Paid Media > Planner and click New Plan.
  • Fill in the plan details: Plan name — use something clear, for example the month ("January 2026"). Period — the start and end date the plan covers. Currency — the currency you work the budget in. Notes — optional, for the brief, the strategy, or the objectives.
  • If you already have a structure you repeat every month, choose it in From template (optional) to start with the campaigns pre-loaded.
  • Click Create Plan.
The plan starts as a Draft. When it's ready, activate it so it counts as your current plan for the period.

How do I load the campaigns and their budget?

Inside the plan, click New campaign and define, for each one: the name, the Platform (Google, Meta, TikTok, LinkedIn, or other), the Budget, and the dates.

Repeat for each campaign you'll run. The sum of the budgets gives you the total planned investment for the period.

If you already have your plan built in a spreadsheet, don't load it by hand: use Import from CSV to upload all the campaigns at once.

How do I see actual spend against what I planned?

This is the Planner's real value. Loading budgets is half of it; the other half is bringing in the actual spend from your platforms to compare it.

  • Link each plan campaign to its real campaign: when editing a campaign use Link real campaign, or link several at once with Link campaigns.
  • Use Sync costs to bring in the most recent actual investment from each platform.

From there, each campaign shows its budget, its actual cost, and the balance, and the plan calculates the total invested for the period.

To link and sync, that campaign's platform must be connected as a data source. It's connected from Settings > Integrations. Without that connection, the plan only keeps the amounts you loaded by hand, with no actual spend.

How do I share the plan with my client or my team?

Each plan can be sent by email or downloaded as a PDF, and there's a record of who you sent it to in the Send History. It's the tidy way to show a client what their budget is being invested in.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.