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Creating an Initiative Budget and Tracking Expenses

This section discusses how to:

You can create a simple expense budget for an initiative. A budget can be broken down into budget categories, and a portion of the budget can be allocated to each category. In addition, you can track specific expenses associated with the initiative.

Note: Your Contributor Relations budget system does not support links to your institution's financial system.

Page Name

Definition Name

Navigation

Usage

Budget

AV_INTV_CMPGN_BDGT

AV_INTV_EVNT_BDGT

AV_INTV_MEMBR_BDGT

AV_INTV_VOL_BDGT

AV_INTV_OTHR_BDGT

  • select Contributor Relations, then select Initiatives, then select Campaign Initiatives, then select Manage Campaigns, then select Campaign Budget

  • select Contributor Relations, then select Initiatives, then select Membership Initiatives, then select Membership Budget

  • select Contributor Relations, then select Initiatives, then select Volunteer Initiatives, then select Manage Volunteer Initiatives, then select Volunteer Budget

  • select Contributor Relations, then select Initiatives, then select Event Initiatives, then select Manage Events, then select Event Budget

  • select Contributor Relations, then select Initiatives, then select Other Initiatives, then select Manage Other Initiatives, then select Other Initiative Budget

Create a simple expense budget for an initiative.

Budget Detail

AV_INTV_CMPGN_BDTL

AV_INTV_EVNT_BDTL

AV_INTV_MEMBR_BDTL

AV_INTV_VOL_BDTL

AV_INTV_OTHR_BDTL

  • select Contributor Relations, then select Initiatives, then select Campaign Initiatives, then select Manage Campaigns, then select Campaign Budget Detail

  • select Contributor Relations, then select Initiatives, then select Membership Initiatives, then select Membership Budget Detail

  • select Contributor Relations, then select Initiatives, then select Volunteer Initiatives, then select Manage Volunteer Initiatives, then select Volunteer Budget Detail

  • select Contributor Relations, then select Initiatives, then select Event Initiatives, then select Manage Events, then select Event Budget Detail

  • select Contributor Relations, then select Initiatives, then select Other Initiatives, then select Manage Other Initiatives, then select Other Initiative Budget Detail

Track the specific expenses for an initiative.

Access the Budget page (select Contributor Relations, then select Initiatives, then select Campaign Initiatives, then select Manage Campaigns, then select Campaign Budget).

Image: Budget page

This example illustrates the fields and controls on the Budget page. You can find definitions for the fields and controls later on this page.

Budget page

You can break down a budget into budget categories and allocate a portion of the budget to each category.

Field or Control

Definition
Overall Budget

Enter the total amount allocated as the expense budget for the initiative.

Budget Category

Enter the category to which you want to allocate a portion of the overall budget. Categories are defined by your institution using the Budget Table page. When you select a category, its description appears to the right of this field.

Category Budget

Enter the amount of the overall budget allocated to the category that you selected.

An error message appears if the total amount budgeted to specific categories does not equal the overall budget. You cannot save a budget that exceeds the overall budget.

Warning! The system does not prevent overspending of your budget. The Budget feature within Contributor Relations does not link to the Financials system.

Access the Budget Detail page (select Contributor Relations, then select Initiatives, then select Campaign Initiatives, then select Manage Campaigns, then select Campaign Budget Detail).

Image: Budget Detail page

This example illustrates the fields and controls on the Budget Detail page. You can find definitions for the fields and controls later on this page.

Budget Detail page

Field or Control

Definition
Budget Category

Select the category to which the expense or refund is assigned. Only those budget categories defined for the initiative type you are working with appear.

Description

Describe the expense, entering up to 25 characters.
Appeal

(Optional) If the expense relates to a specific appeal, select the appropriate one. Appeals are defined by your institution using the Appeals page. The appeals from which you can select are determined by the setID associated with the business unit that you select for the initiative.

You must link each expense with an appeal to accurately track expenses for that appeal.
Expense Amount

Enter the amount of the expense. If you are entering a refund from a vendor, enter the item as a negative number.

Warning! When you save this page, a warning message appears if the total of the expenses exceeds the overall budget. However, click the OK button on the warning dialog box to save the budget detail. The system does not prevent you from overspending your budget.