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Learn how to effectively manage your project budgets, understand dependencies, and explore various budget attributes.

Budgets fundamentals

This distinction allows you to efficiently manage both individual event budgets and the overall project calculations.

Differences between event and project budgets

Organize costs by breaking down complex budget items into smaller, trackable components.

Subitems

Learn how to add flat or percentage markups to budget items to reflect extra fees.

Markup items

Filter budget items based on categories, payment groups or other criteria to quickly find relevant information.

Filtering Your Budget View

Budget targets help planners track defined budget limits and monitor how closely their actual spending aligns with those limits.

Budget Setup

Easily export budgets to PDF or Excel to create planner-friendly views or client-ready documents.

Budget Exports

Budget categories help you organize your budgeting more effectively.

How to manage Budget categories

Learn how to leverage Find & Replace feature on timelines.

Find & Replace feature

Generate a live, view-only shareable link for any timeline or budget with a single click. Links can be created for individual event pages or project-level pages.

Shareable Links for Clients and Vendors

If a budget item does not apply to a specific event, you can manually add a Management Fee to that line item.

Add a Manual Management Fee to “No Event” Budget Items

Not every budget item applies to one specific event. If a cost applies to multiple events or to the project as a whole, you can add it to the Project-Level…

How to Add a Budget Item Without an Event

Learn how to manage budgets at the event or complete level.

Budgets

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