This Tip of the Week is all about turning your event budget from a static spreadsheet into a dynamic control center. The community blog, "5 New Budget Management Features to Sharpen Your Spend Strategy," walks through powerful enhancements in Cvent's Budget Management tool that help you tighten oversight, speed up edits, and get clearer visibility across your meetings program.
New card integration options let you manage multiple virtual card types side-by-side in a single budget-like Amex vPay, Citi, and Mastercard-while using granular role-based permissions to keep sensitive spend data in the right hands.
Smarter Spend per Person (SPP) workflows give you a detailed association view so you can tie budget items directly to specific registrants (including cancelled registrants), surface up to 12 key contact fields, and quickly see who is linked to each line item via the new "Associated Registrants" column on the grid.
Cross-event SPP reporting then pulls everything together, letting you analyze cost-per-person across events that use Legacy or New Budget and filter by accepted, cancelled, session participants, or all registrants-without needing complex allocations first.
To save serious time, you can now bulk edit up to 200 budget items at once, updating up to 12 columns and even copying cost data between budget columns, with Budget Policies still enforced on save.
And if you're working in RFP budgets, custom views, quick duplication of similar line items, and an "Export All" to Excel option help you move faster while keeping stakeholders aligned on the numbers.
Here are a few ways to put these features to work right away:
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Use multiple card integrations in one budget to manage Amex vPay, Citi, and Mastercard virtual cards together, while scoping access so planners only see the card data they're allowed to manage.
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Turn on and configure card notifications (up to 100) to route the right alerts to the right teams based on integration type and card templates.
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Leverage the enhanced Spend per Person association view to link budget items to specific registrants, including those who cancelled, and surface the most important contact fields (up to 12) for your analysis.
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Run the cross-event Spend per Person report across Legacy and New Budget events, then filter by accepted/cancelled registrants or custom segments to understand true cost-per-person across your program.
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Use bulk edit to update up to 200 budget items at once-adjusting categories, cost types, units, currencies, taxes, or GL codes-while staying compliant with existing Budget Policies.
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In RFP budgets, build and save custom views, duplicate similar line items instead of recreating them, and use "Export All" to send full budget versions to Excel for deeper offline review.
Taken together, these enhancements help you move from reactive cost tracking to proactive spend strategy-faster edits, clearer ownership of costs, and richer visibility across every event in your portfolio.
For a deeper dive into each capability and screenshots of how they work, head over to the blog, "5 New Budget Management Features to Sharpen Your Spend Strategy."
To keep the conversation going:
- Which of these five features are you most excited to try first-and why?
- How are you currently tracking Spend per Person, and where do you see the biggest opportunity for improvement?
- For those already using New Budget, what tips or best practices would you share for bulk editing or cross-event reporting?
#CventTip
#Budget
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Sohil Adyanthaya
Team Lead, Product Marketing
Cvent, United States
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