Siebel Marketing User Guide > Planning and Budgeting for Marketing > About Developing and Tracking Budgets for Marketing Plans >

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.

This task is a step in Process of Creating Marketing Plans and Budget Requests.

The following procedure shows how to add expenses for a campaign, event, event plan, or program.

To add expenses for a campaign, event, event plan, or program

1. Navigate to the appropriate screen for your product:
   • For campaigns, navigate to the Campaigns screen.
   • For events, navigate to the Events screen, then the Events view.
   • For event plans, navigate to the Events screen, then the Event Plans view.
   • For programs, navigate to the Programs screen.
2. In the list, click a campaign, event, event plan, or program name.
3. Click the Plan view tab.
4. In the Plan link bar, click Expenses.
5. Create a new record, and complete the fields.
6. (Optional) For programs only, associate the expense with a specific campaign by choosing the campaign in the Campaign Name field, if appropriate.

   The following table describes some of the fields.

   Field	Description
   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 #	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, see Associating Invoices and Invoice Items with Expenses.
   Purchase Order #	Associates the Purchase Order that must pay the expense. NOTE:  The Purchase Order only appears if the purchase order type is Payable and the purchase order is associated with the tactic in the Plan screen, Purchase Orders view.
   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.