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Siebel Marketing User Guide > Planning and Budgeting for Marketing > Process of Creating Marketing Plans and Budget Requests >
Adding Expenses for Events, Campaigns, and Programs
Using the Expense views for event plans, events, campaigns, and programs you can add the type and amount for each budget expense along with information, such as the purchase order number and invoice details. After you add expenses, the total forecast and actual values are calculated and displayed in the parent marketing plan for the tactic. To add expenses for a campaign, event, event plan, or program
- Use one of the following steps.
- Navigate to the appropriate screen for your product:
- For campaigns, navigate to the Campaign Management screen.
- For events, navigate to the Events screen > Events view.
- For event plans, navigate to the Events screen > Event Plan view.
- For programs, navigate to the Programs screen.
- In the list, click a campaign, event, event plan, or program name.
- Click the Plan view tab.
- In the Plan link bar, click Expenses.
- Create a new record, and complete the fields.
- (Optional) For programs only, associate the expense to a specific campaign by choosing the campaign in the Campaign Name field, if appropriate.
Table 9 contains descriptions of some of the fields available.
Table 9. Expense Fields for Campaigns, Events, Event Plans, and Programs
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Expense (Campaigns and Programs only) |
A reference name for the expense. |
Purpose (Campaigns and Programs)
Cost Type (Events and Event Plans) |
The category for the expense. |
Unit (Campaigns and Programs only) |
Indicates if the expense is a fixed or unit (variable) cost. |
Invoice Id# |
The Id that corresponds to the invoice received. This information is available only if your company stores invoice information in the application. For more information, read Associating Invoices and Invoice Items with Expenses. |
Assigned Budget (Campaigns only) |
The amount budgeted for the expense. |
Forecast # Units,
Forecast Unit Cost, and
Forecast Expense |
Typically, the Forecast amount indicates the expected cost of the expense before the actual quote or invoice is received for the expense. The Forecast Expense column is calculated by multiplying Forecast # Units by Forecast Unit Cost. |
Actual # Units,
Actual Unit Cost,
and
Actual Expense |
Typically, the Actual amount indicates the true cost of the expense after the quote or invoice is received. The Actual Expense column is calculated by multiplying Actual # Units by Actual Unit Cost. |
Variance |
Calculated as Actual Expense less Forecast Expense. |
Event (Event Plans only) |
Associates the expense with a specific event. |
Session (Events and Event Plans only) |
Associates the expense with a specific session. |
Expense Date |
Determines the correct exchange rate, if your application spans multiple currencies. |
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