Event Budget Management

This feature allows you to organize your budget and expenses for the event. You are able to control costs and enter spreadsheets into the tool.

How do I manage my budget?

To manage your costs you need to click on Event > Planning > Budget

Managing the event budget

You will be directed to the screen below:

Click on +Add expense.

Add expense

Then, add the fields, as shown below:

Total Accommodation Expenses: sum of the amounts referring to the rooms that appear as occupied in our platform. To learn how to enter rooms and determine guests for each one, see Room Choice .

Total Flight Spend: sum of the values ​​registered in the platform with the air transport of the attendees. To learn how to enter this information, see Flight Management .

Total spent on Transfers: sum of the values ​​registered in the platform related to the attendees logistics. For more information, see Transfer / Travel Transfers / Shuttles .

Generic: other expenses / budgets related to the event.

If you choose the categories of Lodging, Flight, or Transfer, you will have to enter only the description and the date of the expense. In the case of the Generic category, the value will also be required.

After filling in all the information, click on Create.

Create

How do I set an amount limit?

You can limit the total amount of your expenses by clicking on Edit > Available Budget - set the value > End.

Set the value

How can I keep track of my expenses?

You can track all your expenses. The budget main page will show what has been spent and how much you have left. 

Filter

You can filter, clicking on the funnel button.

Filter

Is it possible to delete any registered expenses?

Yes. Just click on Edit > Select the Expense you wish to delete > Remove > End.

Delete expense

Will I have to manually update flight, transfer, or room information to the cost management dashboard? 

No. If you have changes related to the categories of flights, transfer, or rooms, the system will automatically and instantly update the values.

Can I enter multiple expenses at one time on the platform?

Yes. To do this, you need to download the standard spreadsheet and fill in the information for all the columns in the file.

Save the worksheet after finalizing your changes and upload it to the platform by clicking Edit > Import . In the window that opens, click the green button, select the file and then click Add and then End .


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