Budget Management Learning Center

Budget Management
Learning Center

Accurately track your event budget and monitor spend across all meetings and events.

Tedious data entry, time-consuming Excel formulas, and disconnected systems often lead to a lack of visibility and wasted resources. With Cvent Budget Management, you can track spend and view reports that help you demonstrate the ROI of your meetings and events.

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Getting started

Welcome to Budget Management! We’re excited to get started and help launch your event.

Recommended training

In this course you will learn about adding the New Budget Module, budget item creation, budget item tab features, budget allocations, budget admin configuration, and budget templates.

Popular topics

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Setup

Configure Budget Settings
Create Budget Templates
Setting Up Budget Policies

Versions & items

Adding Budget Versions
Adding Budget Items
Modifying Budget Items

Manage

Manage Budget Payments
Setup Budget Allocations
Add General Ledger Codes

Admin

Requesting a Virtual Card
Reconciling Virtual Card
Travel Data in HCP Report

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Budget Management discussions

 Stay connected

Check out the forum to learn from other Cvent users and share your own experiences with #Budget.

You can also receive a personalized email digest of discussion posts to keep up with the topics that interest you. Subscribe to forum topics in your profile.

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Product news

Subscribe to product updates to stay up to date on product enhancements and new features available.

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Submit a product idea

Submit and vote on fresh product ideas and enhancements to help drive the future of Cvent and power your virtual, hybrid, and in-person event programs. We look forward to hearing your feedback!

Submit a Budget idea

Customer stories


W.L. Gore & Associates

“Before Cvent, the program didn’t really have a capability to send out emails or keep the budget items in order. Having all of our information and our data stored in one system, including budgets, surveys, and other such things, means we have one place to house everything now.”


 Kelsey Denham, Event Manager

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Neuberger Berman

“To have a more automated process, we focused on the event initiation and budgeting. Now that we have all that data in Cvent, they use the reports on a business level. It used to take use 45 to 60 days to reconcile budgets, but now we can do it within 30 days. That's about a 50% difference.”


Rose Pasqua Strickland, Vice President - Event Manager

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