In the eventPERCH, it’s crucial to understand the distinction between the event budget and the complete budget.
Both budgets help manage calculations, but there are key differences in how they are displayed and exported.
Event Budget
Is specific to each individual event in your project
It only reflects the budget items that particular event
Its primary focus are budget items specific for that event event
Event Summary
The Event Summary provides a helpful overview of all the calculations for that specific event considering all the fees and other attributes.
With this view, planners can gain a high-level insight into the event’s budget. This detailed set of information at the event level is then reflected in the Project Financial Overview.
The Event parameter within this budget is not visible, as it pertains only to the broader Complete Budget view.
Complete Budget
Includes all budgets from every event within a project
Its primary focus is to provide a comprehensive overview of all event budgets within a project
Complete Summary
The Complete Summary offers a helpful overview of all calculations for the entire project (including all events).
With this view, planners can gain a high-level insight into the project’s budget. This detailed information is the same as what appears in the Project Financial Overview.
Export Differences
When exporting the budgets to PDF or Excel:
The Complete Budgets export includes the Event column
The Event Budget export does not contain this column