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5 New Budget Management Features to Sharpen Your Spend Strategy

By Sohil Adyanthaya posted 9 hours ago

  

If you're using Cvent's Budget Management tool, your spend tracking is no longer just a static spreadsheet - it’s a live control center for every rupee or dollar you spend. Recent enhancements in New Budget and related reporting make it easier than ever to keep costs accurate, visible, and under control, while reducing the manual work that slows teams down. 

Below are five new budget features you can start using today to tighten oversight, save time, and drive smarter spend decisions. 


1. Multiple card integrations in a single budget
 

For organizations using virtual cards, Cvent Budget now supports multiple card integrations side-by-side—including Amex vPay, Citi, and Mastercard—within the same account. Admins can configure up to 100 notifications and designate which integration type each notification applies to, helping the right teams stay informed about card activity. 

User and event role access can be scoped by card templates or accounts, so planners only see the transactions and issuers they’re permitted to manage. Cross-event card management reporting also respects those permissions, ensuring sensitive spend data stays in the right hands while still giving finance and sourcing leaders the visibility they need. 


2. Smarter Spend per Person setup in Budget Management
 

Spend per Person (SPP) just got easier and more powerful. A new detailed association view helps you tie spend to specific registrants directly from the budget item, with visibility into key fields like email, role, registration type, and more, plus search and filters to quickly find the right people. 

You can now associate spend to cancelled registrants, so costs like non-refundable flights are still captured accurately. An “Associated Registrants” column on the budget grid lets you see, at a glance, who is linked to each item and click through for details. Admins also get simplified configuration, including control over which custom contact fields appear (up to 12) and clearer, consistent SPP terminology across the product. 


3. Cross-event Spend per Person reporting
 

A new cross-event Spend per Person report lets you track cost-per-person across your program—whether events use Legacy Budget or New Budget. The report can include accepted and cancelled registrants, participants in sessions tied to budget items, or all registrants, giving you a complete picture of who you spent money on, even if they didn’t attend. 

Crucially, you no longer need to rely on allocations or strictly defined participation flags just to run the report; you can execute it first, then filter down to the exact audiences or custom contact segments you care about. This makes SPP analysis more flexible and accessible to more teams. 


4. Bulk edit many budget items at once
 

Instead of opening line items one by one, planners can now select up to 200 budget items and edit them together in a streamlined bulk-edit view. You can choose up to 12 key columns—like category, cost type, units, cost, taxes, currency, GL codes, and more—and update them in a single save. You can also copy cost columns from one budget column to another to quickly align forecast vs. actuals. While saving, any active Budget Policies are evaluated, so you maintain compliance even when making large-scale changes. 


5. Custom views, quick duplication, and “export all” in RFP budgets
 

In RFP Budgets within the new CSN experience, you can now create custom views of your Budget Item List—choosing the columns that matter most, rearranging them, saving multiple views for different use cases, and even sharing views with teammates for consistent reporting. 

To move faster, planners can duplicate budget items inside a budget version, so you don’t have to re-enter similar line items from scratch. And when you need offline analysis or to share numbers with stakeholders, the new “Export All” option instantly sends all items in a version to Excel for deeper review and collaboration. 


Taken together, these enhancements help you spend more confidently: faster edits, clearer ownership of costs, stronger policy controls, and better visibility across your entire meetings program. Start with one or two features that solve your biggest pain points today, then layer in the rest as your program matures.
 


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