Cvent Beginners

I'm trying to add a budget to an event, but everything tells me to click on the 9 dots in the upper right corner and select Admin. Fine...then it tells me to click "Budget" from the left-hand navigation, but there is nothing listed as "Budget". :(

Can anyone help?

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Kristen Gill
Strategic Partnerships Director, Event Marketing
MerrithewCanada
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Hi Kristen, 

In order to use the Budget module in the event it should be enabled on the account. You can find out if it is enabled or not by going into Admin > On the Left Navigation panel you should see "Budget" under "Templates". 
In case you don't see it then you need to contact your account manager to get it enabled on the account. In case the feature is already enabled you can directly go into the event and under General > Click Event Features > Add: Planning feature
Once added you can expand the Planning option on the left side panel in your event to access the Budget Module within the Event. Once in the budget you can add individual line items.

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Anurag Sindhu
Senior Client Success Advisor
nonea
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Original Message:
Sent: 04-28-2025 17:35
From: Kristen Gill
Subject: Budget

I'm trying to add a budget to an event, but everything tells me to click on the 9 dots in the upper right corner and select Admin. Fine...then it tells me to click "Budget" from the left-hand navigation, but there is nothing listed as "Budget". :(

Can anyone help?

------------------------------
Kristen Gill
Strategic Partnerships Director, Event Marketing
MerrithewCanada
------------------------------