Modifying Budget Items

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Edit budget items by following the steps below.

1 Access the Budget Items in a Classic and Flex event. Begin by selecting your Classic or Flex event. Hover over Event Details and, under Planning, select Budget.

Or Access the Budget Items in an Express event. Begin by selecting your Express event. The Overview tab opens by default. Click the neighboring tab, Event Details, then the Manage Budget button.


2 Edit some of the budget items. Edit multiple items by checking the boxes to the left of the items, hovering over Actions, and selecting Edit.

Hover over Select Fields, and check which fields you want to edit. You can select up to eight fields.
User-added image
The selected fields will replace the columns on the page. Make the necessary changes and click Save when you finish.

Or apply the same data to all items. Need to update the data for all of your budget items? Check the boxes to the left of the budget items. Hover over Actions and select Edit.

Hover over Select Fields, and check which fields you want to edit. You can select up to eight fields.The selected fields will replace the columns on the page.

Check the items you want to edit, then click Apply to Selected.... Check the box to the left of the fields you want to edit, then make the necessary changes. Click OK when you have finished.

Don't forget to Save.


 

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