Event or Entity Budgeting

You can use the Entity Budgeting screen to enter event budgets. To access the Entity Budgeting screen:

  1. Click the Events button from the Global Navigation Bar. The Events screen opens.
  2. Select the event to budget.
  3. Right-click and select Tools -> Financials -> Event Budgeting. The Event Budgeting screen opens. 

You can also access the Entity Budgeting screen from the GL Inquiry screen on the Main Menu. 

  1. Click the GL Inquiry link from the Main Menu. The GL Inquiry screen opens.
  2. Click the Tools button and select Event Budgeting. The Event Budgeting screen opens.

Event Budgeting Security

Access to the Entity Budgeting screen is controlled through the General Ledger Budget Worksheet access privilege. Any roles and/or roles not assigned cannot view or modify any G/L Budget Worksheet entries. If no roles or users are assigned, the option is considered inactive and all users can view and modify the entries.

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Comments

12 comments

Date Votes
  • Michele Frau

    Can this be updated for v20 ?  

    0 upvotes

  • Maggie U.

    Hi Michele,

    I made the updates so it matches the most recent release. Instead of selecting GL Accounts, you can select the Event Budgeting menu option.

    Thanks,

    Maggie

    0 upvotes

  • Rachael Puckett

    In V.19 Entity budgeting, you could select all the values in Event Budget and copy them over to Revised Budget, which was useful at the beginning of the year when they were both the same. Is it possible to do that in V.20?

    0 upvotes

  • Irene Tjandrasa

    Hi Rachael,

    Unfortunately, we cant do that in v20/30 yet. This is a known gap that we are working to resolve.

     

    Thanks

    0 upvotes

  • Rachael Puckett

    Thank you, Irene!

     

    Rachael

    0 upvotes

  • Chanh Huynh
    • Edited

    Can someone help me with pointing me to what we do in V20 after you import the event budgets? In v19 we had to approve the imported entries and change to firm where we can mark them as included or in addition to. 

    I can't seem to find this and hence our budget has now added the imported event budgets into the total budget - when pulling EBMS retrieval reports.

    0 upvotes

  • Irene Tjandrasa

    Hi Chanh,

    You can approve the entries from budget transaction inquiry window. Right click on the entry you want> tools> approve budget  or change to firm.

    Thanks

     

    0 upvotes

  • Chanh Huynh

    Thanks Irene - this was hidden so we had to edit layout and show it. 

    We also logged a bug in V20.96C where the imported entries don't automatically create reversal entries when you choose Included in budget. Hence it doubles up when performing EBMS Spreadsheet retrievals. 

    0 upvotes

  • Theresa Gorman

    I am looking to trial this but I don't have any menu that leads to Event Budgeting.  If I go to the advanced gl enquiry, the tools button only gives export options.  I have checked that I have the  General Ledger Budget Worksheet as a privilege.  Please advise.  Thanks

     

    0 upvotes

  • Irene Tjandrasa

    Hi Theresa,

    This may be related to licensing. Can you please if you have license for budgeting and please contact your account manager if you're interested.

     

    Thanks

    Irene

    0 upvotes

  • Theresa Gorman

    We are licensed for General ledger and the access privileges are available.  Isn't this all part of general ledger?  I'm sure it was before migrating to cloud.

    0 upvotes

  • Maggie U.

    Hi Theresa,

    I'll send this to your Customer Success Manager so he/she can work with you on what is needed. I don't think is something we'll be able to resolve here on the Support Centre. Keep a look out for an email!

    Thanks,
    Maggie

    0 upvotes

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