Creating/Managing Budget Counts

The Budget Counts feature lets you set up headcounts or unit counts and then create Budget line items based on these counts.

For example, say you wanted to create a line item based on a headcount of 500 estimated attendees and a $25.00 estimated cost per person (or a unit count of 500 gifts w/ unit cost of $25.00). You could create a Budget Count item called "Attendees" and add a estimated count of 500. Then, when creating the line item, just use the Budget Count feature; select the "Attendees" item; and add a per-person (or item) cost of $25.00. The Budget line item would then make the calculation of $12,500.00 for the total estimated cost.

To Add a New Budget Count Item:

  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 "Budget Counts" button.
  3. Click on "Add New Budget Count" button.
  4. Click "Save".

To Edit/Delete a Budget Count Item:

  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 "Budget Counts" button.
  3. To edit the item:
    • Find the appropriate item and click "Edit".
    • Make your changes and click "Save".
  4. To delete the item:
    • Find the appropriate item and click "Edit".
    • NOTE: This will delete the Budget Count item AND it will also zero out any Budget line item that it is associated with.
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