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EventPro Software User Manual

Breadcrumb Trail: Event Management

Organize Event Resources

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You can add Resources to your Event under six categories: Setup, Staffing, Catering, Beverages, Packages, and Miscellaneous.

Before you begin, you need to have Resources set up in your EventPro Setup database. Review EventPro Setup > Resources.

You may have already added resources to your event while in the Event Creation Wizard.  However, if you have not yet added Resources to your event, or you want to edit the existing set of resources, you can do so in the Event screen.

If the event contains a single Booked Location, you will only need to add one set of resources.  However, if there are multiple Booked Locations in your event, you may need to add resource details to each.

 

There are several different ways to add Event Resources.

 

Adding Resources to Multiple Locations:

Copy Resources to Multiple Event Locations

Add Multi Resources to Multiple Event Locations

 

Adding Resources to Single Location:

Copy Resources to One Event Location

Add Multi Resources to One Event Location

Move Resources to One Event Location

Add a Resource to One Event Location

Add Setup Resources via Floor Plan

 

You can add Resources to Itinerary within Event Locations, which is a similar process, but requires some attention to ensure you are not accidentally doubling up event resources.

Add Resources to Itinerary

 

If you are assigning resources to multiple events, conflicts may occur.

Deal with Resource Conflicts

 

Staffing and Miscellaneous resource items are unique, in that they do not need to be assigned to Event Locations, like Setup, Catering and Beverage resources.  Staffing and Miscellaneous resources have their own tabs under Event Detail for this reason.

Add Staffing to Event

Add Miscellaneous Items to Event

 

After you have added Resources to your Event, you can View, Edit, or Recalculate the Event Resources:

View/Edit an Event Location Resource

Adjust Event Setup Item Quantities

View All Event Resources

Recalculate Resource Financials

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