EventPro Planner Manual

Create Budget Templates

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Create Budget Templates

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Create Budget Templates

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This process is similar to the instructions outlined in Chapter 5: Set Up an Event, Budget Setup.

Select the event category to which you want to add a budget and click on the Budget tab.

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In order to keep the data organized, you must create sub-categories before adding budget items.

hmtoggle_arrow1Create Sub-Categories
1.Click the New Sub-Category button to the right of the INCOME Items or EXPENSE Items selection grid.
2.The Setup Budget Income Sub-Category [New] or Setup Budget Expense Sub-Category [New] window opens.

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3.Enter a name for the Sub-Category and click Save.  Continue adding as many sub-categories as you require.
hmtoggle_arrow1Add Budget Items
1.After you have added budget sub-categories, you can add budget line items to each. Select the Income or Expense Sub-Category in which you want to add the item (in Bold text in the selection grids) and click the New button to the right of the INCOME Items or EXPENSE Items selection grid.
2.The Setup Budget Income Item [New] or Setup Budget Expense Item [New] window opens.

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3.The Sub-Category will be set to the sub-category you selected.
4.Enter the Item name.
5.If applicable, you can choose an Account Code from the drop-down list.  You set up Account Codes earlier in Chapter 2: Setting Up EventPro Planner, Step 5: General Lookup Tables, Accounts.  Assigning account codes will later allow you to report on budget by account code as well as by line item.
6.In the Budget field, enter a projected amount for this item.  If you have multiple budgets, enter the projected amount for each budget.
7.Click Save.

Later, if you book an event using this event category template, the budget will be pulled into the Finance | Budget tab of the Event Maintenance screen.

If you do not use the event category template when booking the event, but still want to use a budget from a template, you can do so by copying the template into the Budget Setup tab of the Event Setup window.  See Chapter 5: Set Up an Event, Budget Setup.