Open Forum

There is a push to standardize the budget templates in our account across our enterprise. We currently have a standard agreement on the primary budget categories, however, this push to standardize the subcategories. I am curious from a life-sciences perspective, if this is possible as we have multiple areas that manage different kinds of events--some have HCP and others don't. 

Are you able to standardize sub-categories across areas of the company based on the event type (ie. Congress, Advisory board, etc.)?

#Budget

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Lindsay Buchanan
Opsex Technology Administrator
Gilead Sciences, Inc.United States
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Hi Lindsay,

I double checked this with one of our Life Sciences SMEs and they said the following:

You can't limit what sub categories show based on other custom fields (like event type). She may consider making one of her categories the catch all for HCP associated expenses and then she can have sub-categories related to congress, advisory board, etc.
We usually see that type of breakdown more in the client documentation, ie. choose X subcategory for congress management fees. If she's building budget templates, we do often see those by event type so they have the line items with the appropriate category and subcategory already selected.

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Julia Plymack
Senior Customer Success Manager
Cvent
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Hi Lindsay - 

Without knowing all the details and requirements of your account, I think the answer would be that you should be able to standardize which sub-categories are included if you have a specific budget template for that type of event (example:  one for Congresses, one for Advisory Board, one for HCP meetings, etc.).  But the best recommendation would be to discuss this with your account's Customer Success Manager who would be able to give more actionable advise and guidance.  They will know what's available in your account and if there might be any limitations or pitfalls to avoid.

Hope this helps!

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Rebecca Yousif
Senior Administrator - Event Technology
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