Planning Overview

(Event) > Planning > Overview

This page provides a summary of your event's budget at a glance.

You can click  to export the report to Excel.

Budget Summary Report

The Budget Summary Report shows you the current financial status of your event. Each of your General Ledger expense account numbers and names are displayed. For each G/L account, the following information is displayed:

• Estimate – the estimated amount (inherited from the meeting request, if available)

• Budget – the budgeted amount

• Contract – the contracted amount

• Actual – the actual amount

• Variance – the difference between the budgeted amount and the actual amount

• Notes – any notes that may have been entered about an expense item

Grouped By: You have the option to display this report grouped by G/L Account (default), or by Supplier.

The G/L Account report shows individual expenses for each supplier (within each G/L account), plus the total amount for each G/L account.

The Supplier report shows individual expenses for each supplier, by G/L account, plus the total amount for each supplier. To view the report by supplier, select Supplier in the Grouped By drop-down.

See the additional topics on Configuring Expense Account Names and Numbers and Entering G/L Budget and Actual Dollar Amounts for more information on these areas.