Una volta aggiunti i dettagli della riunione alla pagina Generale, stimare i costi della riunione e il numero di partecipanti prima di sottoporre la riunione all'approvazione.
In the meeting record, under the Navigation tab click Costs. The Expenditure screen will open:
In the Expenditure Summary section click in Estimated Number of Attendees field and type the number of attendees expected at the meeting
Add estimated expenditure as follows: to add the estimated costs.
- In the Budgets section click the Add button on the Budgets line to open the Select Budget pop-up box.
- Budget: Select from the drop-down options available. Note: where a budget is mandatory, this field will be pre-filled with the first budget available for your territory.
- Costo stimato: Digitare il costo stimato della riunione.
- Click the OK button to save.
The budget line will complete and the estimated expenditure will calculate the cost per head based on the budgeted cost declared.
If your set-up allows for more than one budget per meeting, repeat the four steps above. The estimated costs will aggregate and the total will be shown in the Expenditure Summary section at the top of the page.
Once the estimated cost and estimated number of attendees is complete, the meeting form is ready to be submitted for approval.