Assigning Line Item Managers and Vendors to Budget Line Items

You can assign one or more Line Item Managers or attach one or more Vendors to a Budget line item.

NOTE: In order to add a Contact as a Line Item Manager, they first must be assigned to the Event (which you can do on the Event Dashboard).

To Add Line Item Managers or Vendors to a Single Line Item:

  1. On the Budget Dashboard, find the appropriate line item and click on the "Open" link for that item.
  2. To add Vendors:
    • Find the "Vendors" box; click on the pencil icon in the top right corner; click in the field to select one or more Vendors; and click "Save".
  3. To add Line Item Managers:
    • Find the "Item Managers" box; click on the pencil icon in the top right corner; click in the field to select one or more Contacts; and click "Save".

To Assign Line Item Managers or Vendors to Multiple Line Items:

  1. On the Budget Dashboard, use the checkbox feature to click on the checkboxes next to the appropriate Budget line items.
  2. To add Vendors:
    • In the "Available Actions..." menu at the top of the page, click on the "Attach Vendor" option.
    • Click in the field to select one or more Vendors and then click "Save".
  3. To add Line Item Managers:
    • In the "Available Actions..." menu at the top of the page, click on the "Attach Item Manager" option.
    • Click in the field to select one or more Contacts and then click "Save".
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.