Budget Requests
Ask finance for money for an event or a field visit.
Overview
A budget request lists the expenses an event needs, line by line. An event budget can be submitted once every attendee has confirmed. Finance approves, partly approves or rejects each line, marks lines as paid, and posts them: a paid line becomes an expense and an unpaid line becomes a bill to a supplier, which the event’s profitability then includes. The requester is emailed when the budget is received and when it is decided.
A staff field-visit budget is for business-development travel: its lines include per-diem and facilitation allowances and are posted as advances to the employee, with the retirement against expense claims shown on the sheet. Each line shows the bill, expense or advance it created and the ledger entry it posted.
When to use budget requests
- You need funds for an event.
- A staff member needs a travel advance for client visits.
Prerequisites
Step by step
Screenshot for this step has not been captured yet — run npm run docs:flow.
Lifecycle
A decided budget goes back to under review if new lines are added.
What you see on the screen
- Columns: BUDGET, TYPE, EVENT / VISIT, REQUESTED BY, STATUS, PENDING LINES, BUDGETED, APPROVED, PAID.
- Actions on the screen: Settings, New field visit budget.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.engagements.cancel
- cpd.engagements.create
- cpd.engagements.delete
- cpd.engagements.read
- cpd.engagements.stage
- cpd.engagements.update