EventPro Software User Manual

•Budget Types:  You may only need one type of budget, in which case, you won't need to enter any records under this tab.  

However, if you do need to track multiple budgets (e.g. Internal vs. External, Local vs. International, etc.), you can define them under Setup Budget Types.  

Review EventPro Setup > Financial > Budget Types.

•Budget Configuration: Under Setup Budget Configuration, you would have defined broad Budget Categories (i.e. Income and Expense), and then more specific Budget Items under each Category.  

Review EventPro Setup > Financial > Budget Configuration.

•When defining Setup Budget Items, you will link them back to Account Codes.

Account Codes would have been set up back under EventPro Setup > Financial > Account Groups and Codes.

•Once you have defined Budget Categories and Budget Income/Expense Items, you can assign default Budget Items to Setup Resources and other elements that will be used in Events.

•When you later add Resources and other items (e.g. Registrations, Accommodations, Travel, etc.) to Events, the default Income/Expense Budget Items will already be selected, and the Cost/Charge amounts will be assigned accordingly.  You will be able to change the assigned Budget Items in the Event if you need to, but the defaults are intended to save you time in most common situations.

•To review how to assign Budget Items to Setup records, follow these links to the various Setup areas:

oVenue Locations

oHotel Room Groups

oSetup Setup Items, Setup Staffing Items, Setup Miscellaneous Items

oSetup Catering Configurations and Setup Beverages Configurations

oSetup Packages (where you can define a Budget Split)

oSetup Attendee Type Budget Defaults for Registrations, Presenter, Accommodation, Travel & Resources.

oSetup Exhibitor Type Budget Defaults for Registration, Booth & Resources.

oSetup Event Template Functions (Costs and Rates), Attendee Registration Rates and Booths.

•There is a Budgeting tab with budget-related settings under Financial System Settings.

Review EventPro Setup > Financial > Financial System Settings > Budgeting.

•Budget Override Groups: A Budget Override Group is a set of special Budget Items that override regular Budget Items for select Financial Subgroups when the specified Event Category is assigned to the event.

Review EventPro Setup > Financial > Budget Override Groups.