Budgets that hold
The number holds from approval to invoice.
A budget in a spreadsheet starts drifting the day the event starts changing.
The figure Finance reads in October should be the figure that was approved in March.
approved in March
Autumn client forum£62,000
commitments land inside it
the approved envelopethe approved line
Invoiced £58,550 · matchesthe number at the end is the number at the start
Autumn client forum
Wealth Planning · 14 Nov
›Autumn client forum›Budget Budget
Autumn client forum · 14 November
Venue · Merchant Hall
committed 4 Sep
Production
committed 19 Sep
Committed£41,650 of £62,000
the running position, live, as each commitment lands
1£62,000
attached to the event, not a file beside it
1
2£41,650
of £62,000 · the live position
2
1One number, on the event
The approved figure lives on the event itself. Everything built from here is built inside it, so the budget cannot drift into a separate document.
2The position is always current
Every commitment updates the position the moment it lands. Nobody maintains a tracker, and nobody is surprised in October.
Commitments checked against the approved figure before they are made, not after.
The budget stops being a document about the event and becomes part of it.
Stage 1 of 5
The request arrives
The event starts as a request, not a spreadsheet: what it is, who it is for, and what it should cost.
eventogy
Autumn client forum
Wealth Planning · 14 Nov
Dashboard
Attendees
Agenda
Budget
Logistics
Reports
Event settings
⌂›Autumn client forum›Budget
LGRequestApprovalsBudgetCommitmentsInvoicesConfigure ⌄
New event requestAwaiting review
FieldValue
EventAutumn client forum
Business lineWealth Planning
Requested£62,000
Submit requestrouted to the reviewer for Wealth Planning
Attachments · venue shortlist
added by S. Virdee
Held: the ask, as made, before anything is spent.
Stage 2 of 5
The reviewer sees the position
Before deciding, the reviewer sees the number in context: the line's year so far, and the other lines beside it.
eventogy
Autumn client forum
Wealth Planning · 14 Nov
Dashboard
Attendees
Agenda
Budget
Logistics
Reports
Event settings
⌂›Autumn client forum›Budget
LGRequestApprovalsBudgetCommitmentsInvoicesConfigure ⌄
Review · £62,000 requestedthe position at decision time
Wealth Planning · year to date£188k of £240k
Corporate · year to date£141k of £220k
Approve £62,000Return with a note
Decision recorded with a name and a time
nothing is approved by the platform itself
Held: what the reviewer saw at the moment they decided.
Stage 3 of 5
Built against the approved number
The approved figure is attached to the event itself. Everything built from here is built inside it.
eventogy
Autumn client forum
Wealth Planning · 14 Nov
Dashboard
Attendees
Agenda
Budget
Logistics
Reports
Event settings
⌂›Autumn client forum›Budget
LGRequestApprovalsBudgetCommitmentsInvoicesConfigure ⌄
BudgetApproved £62,000 · on the event
LinePlannedCommitted
Venue · Merchant Hall£18,000£17,900
Catering£13,000£12,300
Production£12,000£11,450
one number, on the event, not in a file beside it
Travel
planned £8,900 · not yet committed
Held: one number, on the event, not in a file beside it.
Stage 4 of 5
Commitments made
Each commitment is checked against what is left before it is made, not discovered after.
eventogy
Autumn client forum
Wealth Planning · 14 Nov
Dashboard
Attendees
Agenda
Budget
Logistics
Reports
Event settings
⌂›Autumn client forum›Budget
LGRequestApprovalsBudgetCommitmentsInvoicesConfigure ⌄
Commitmentschecked before they are made
Venue · Merchant Hall
committed 4 Sep
£17,900 · within budget
Scope addition · evening reception
would take the event £3,650 over
Would exceed · held
Committed£41,650 of £62,000
Production
committed 19 Sep · £11,450
Held: the running position, live, as each commitment lands.
Stage 5 of 5
The invoice lands on the approved number
Invoices land against the commitments they belong to. The number at the end is the number at the start.
eventogy
Autumn client forum
Wealth Planning · 14 Nov
Dashboard
Attendees
Agenda
Budget
Logistics
Reports
Event settings
⌂›Autumn client forum›Budget
LGRequestApprovalsBudgetCommitmentsInvoicesConfigure ⌄
Close-outClosed 28 Nov
£58,550
committed by November
£58,550
invoiced · matches
Invoices
Merchant Hall · INV-2214£17,900matches commitment
Catering · INV-2261£12,300matches commitment
Held: approval to invoice, one thread, no end-of-year rebuild.
What it connects to
Approvals arrive by email and clear in a click. Actuals flow to Reporting, and the close-out exports where Finance needs it.
The number at the end was the number at the start.
