Where you are using multiple budgets, or have a team of subordinates, then it’s useful to track overall expenditure. You do this on the budget rollup summary
- From the menu select Meetings, Budget Rollup Summary
- Amend the parameters if necessary to expand or reduce the list as required
- The Rollup Summary list totals budgets by type and gives one overall budget figure
- Click on a budget in the list to select it and the Breakdown by Employee list will appear
- The list will show who has allocated meeting expenditure to the budget and how much
- Click the Export Budget to csv action to export the budget rollup summary list
- Click the Export Breakdown to csv action to export the breakdown by employee list
Budget: The total budget available for the budget period (usually annual, but could be different in your organisation)
Committed: Estimated expenditure for meetings that have no costs or payments made against them yet.
Meeting Count: The number of meetings that have used the budget
Spent: The total of all costs and payments made from this budget
Budget Less (Committed + Spent): The amount of budget left after all costs and payments and all estimated expenditure against open meetings (with no costs or payments yet) has been deducted
Budget Less Spent: The amount of budget left after all costs and payments have been deducted
Attendees: Total number of attendees at all meetings that have used the budget
Cost per Head: Total amount spent divided by the total number of attendees