Adding/Managing Budget Categories

To better organize your Budget, you can create unlimited Categories and assign line items to Categories, and each Category will display a subtotal of all the items placed in it.

To Add a New Budget Category:

  1. Click on the "Budget" tool button on the Event Dashboard - OR - use the Quick Launch tool to select the appropriate Event and the "Budget" tool.
  2. Click on the "Add" button and select the "Add New Category" option.
  3. Enter the Category name and click "Save".
  4. Once the Category has been added, you can assign line items to that Category.

To Assign a Single Line Item to a Category:

  1. On the Budget Dashboard, find the appropriate line item and click on the "Open" link for that item.
  2. Click on the "Edit Name/Category/Type" button.
  3. Use the Category dropdown menu to select the appropriate Category and click "Save".

To Assign Multiple Line Items to a Category:

  1. On the Budget Dashboard, use the checkbox feature to click on the checkboxes next to the Budget line items that you wish to move to a Category.
  2. In the "Available Actions" menu at the top of the page, click on the "Move to Category" option.
  3. Select the appropriate Category using the dropdown menu and click "Save".

To Edit, Move or Delete a Category:

  1. On the Budget Dashboard, find the appropriate Category and click on the double-down arrow to the right of the Category name.
  2. To Rename:
    • Select "Rename"; make your changes; and click "Save".
  3. To Move:
    • Select either "Move Up", "Move Down", "Move to Top" or "Move to Bottom".
  4. To Delete:
    • Select "Delete".
    • NOTE: This will permanently delete the category, but it WILL NOT delete the line items in the Category, which will be moved into the "Uncategorized Items" area.
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