Creating/Managing Budgeting Groups

Video Tip - Go to the 1:43 mark of the video to view information on how to add Budgeting Groups to your Budget.

The Budgeting Groups 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 Budgeting Group called "Attendees" (or "Gifts") and add a estimated count of 500. Then, when creating the line item, just use the Budgeting Group feature for your estimated cost; 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 Budgeting Group:

  1. Click on the "Budget" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Budget" tool.
  2. Click on the "Setup Budgeting Groups" button.
  3. Click on the "Add Budgeting Group" button.
  4. Enter the name of the Budgeting Group; the estimated headcount; and the actual headcount.
    • NOTE: If your headcount numbers are subject to change, you can always edit counts later on in this tool.
  5. Click "Save".

To Edit/Delete a Budgeting Group:

  1. Click on the "Budget" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Budget" tool.
  2. Click on the "Setup Budgeting Groups" button.
  3. Find the appropriate item and click on the "Actions" button.
  4. To edit the item:
    • Select the "Edit" option.
    • Make your changes and click "Save".
  5. To delete the item:
    • Select the "Delete" option and confirm by clicking on "Delete Now".
    • NOTE: This will delete the Budgeting Group AND it will also zero out any Budget line item that it is associated with.
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