Assigning Managers and Vendors to Budget Line Items

Video Tip - Go to the 4:31 mark of the video to view information on how to add Managers and Vendors to Line Items.

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

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

  1. Find the appropriate Line Item and click on the "Actions" button in the far right column and select the appropriate option - OR - Click on the "View Details" link next to the Line Item name (which expands the Line Item details) and then click on the "Update" button next to Attached Vendors or Line Item Managers.
  2. To add/attach Vendors:
    • Click in the field to select one or more Vendors; and click "Save".
    • NOTE: If the desired Vendor is not available in the field, then they have not been added to the Vendors List for the Event. You can return to the Event Dashboard to add them as a Vendor to the Event, or if they have not yet been added to the account, you can click on the "Create New Vendor" button here.
  3. To add Line Item Managers:
    • Click in the field to select one or more Contacts; and click "Save".
    • NOTE: If the desired Contact is not available in the field, then they have not been assigned as a Contact to the Event. You can return to the Event Dashboard to assign them to the Event, or if they have not yet been added to the account, you can click on the "Create New Contact" button here.

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

  1. 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 that appears, 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 that appears, click on the "Assign Item Manager" option.
    • Click in the field to select one or more Contacts and then click "Save".
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