Once the meeting details have been added to the General page, estimate the meeting costs and number of attendees before submitting the meeting for approval.
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.
- Estimated Cost: Type the estimated cost of the meeting.
- 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.