EventPro Software User Manual

•In the ribbon above the Event Screen, you will see a variety of Event-related commands.

•Follow the links below to learn about the various Event Commands:

oEdit Event Window (formerly Event Setup & Event Edit)

oEdit Commands

▪Split

▪Event Merge

▪Copy Template

▪Change Status

▪Set Lock Level

▪Refresh

▪Close

•The Event Header contains critical information that identifies the Event (Book #, Event Name, Client, Date Range, and Event Manager), as well as information about the progress of the event: Event Status, Lock Level, Contract Status, and Deposit Status.

•The various details of the Event will be organized under the corresponding Event Tabs, some of which will contain sub-tabs within.

•NOTE: In your EventPro application, you may not be able to see all of the Event Tabs displayed in the sample screenshots.

You will not see a tab for a particular area if you do not own the related EventPro Module, or if you do not have the applicable User Permissions.

As noted above, there are several Event Tabs, but the Event Detail tab is of particular importance.

The Event Detail tab contains several sub-tabs related to  core elements of event setup: Booked Locations, Itinerary, Staffing, Miscellaneous and All Resources.

•Booked Locations

oThe Booked Locations tab contains the Locations booked for the Event.

(As you will recall, an Event is a collection of Booked Locations grouped under the same Booking Number.)

oIf you select a Booked Location record in the grid, you can view its details in the Booked Location Detail tabs at the bottom of the screen: Itinerary, Setup, Staffing, Catering, Beverages, Packages, Notes, Floor Plans and Images.  These are the same detail tabs you see in the Event Location edit form, if you later edit an event's Booked Location; see Edit Event Locations.

•Itinerary

oEvent Itinerary allows you to break out an event's Booked Locations into separate blocks of activity called Itinerary Items.

oThe Itinerary tab displays the Event Itinerary Items across all booked locations in the event.

oYou cannot actually add Itinerary Items from this tab, although you can add resources to Itinerary Items, move resources between Itinerary Items, and delete Itinerary Items.

•Staffing

oStaffing can be added to a specific Booked Location or to the Event in general.  

oThis Staffing tab displays all Staffing Items in the event, whether assigned to Booked Locations or not.  The Location column will indicate whether the Staffing Item is assigned to a Booked Location.

•Miscellaneous

oMiscellaneous resources, i.e. any unique or unusual charges that don't fit under other resource categories, are displayed in a separate tab of their own, since they are linked to the Event in general instead of a specific Booked Location.

•All Resources

oThe All Resources tab displays all of the resources assigned to the event, grouped by Required Date, and then Financial Subgroup.