This guide explains more about how to update a campus event’s budget and expenses and where this information lives in the event's Dashboard.

Event Planning section of campus event

When building a campus event template, you will have the option to add more customization to the Event Planning section of an event. If you do not use a template, you will still be able to use key sections, including the Event Budget & Expenses and Engagement Goal planning fields. Click here to learn how to build both.

Finalize event expenses

The Event Budget & Expenses card on the event's Dashboard is where you can finalize your event expenses. Click here to learn how to finalize your expenses.

Impact of campus approvals

When Campus Approvals is enabled for your account, then the functionality will differ depending on the status of the event.

Event in Draft status

When the approval status is Draft and the user clicks the Finalize Expenses box, the user can:

• Add additional Items by clicking on the + Add Item button.
• Edit the planned value for all items.
• Edit the actual value for all items.
• Save the expenses.
• Submit the final expenses.

Event in Pending, Approved, or Denied status

When an event’s approval status is Pending, the user cannot edit the planned value for any items added before the event was submitted for approval. However, the user can:

• Edit the actual value for any items added before the event was submitted for approval.
• Add additional Items by clicking on the + Add Item button and naming the item.
  • Note: The user is not able to edit the planned value. The planned value will default to $0.00.
• Save the expenses.
• Submit the final expenses.

Permissions