To configure this feature:

1. Ensure Configuring Events Management is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   em_event__v	RE	All	budget_allocation_enabled__v	Edit
   em_event_rule__v	R	budget_allocation__v	event_configuration__v country_override__v	Read
   em_event_budget__v	CRED	All	budget_allocation_percent__v budget_allocation_split_equal__v budget_allocation_numerator__v budget_allocation_denominator__v	Edit
   em_expense_estimate__v	CRED	All	group_id__v	Edit
   expense_line__v	CRED	All	group_id__v	Edit

6. Navigate to the appropriate em_event _configuration__v record.
7. Navigate to the Event Rules section.
8. Select Create.
9. Select Budget Allocation for the object type.
10. Select Continue.
11. Populate the country_override__v field if necessary.
12. Select Save.

Users can assign specific cost-sharing percentages to multiple budgets associated with a single event.

Users cannot add, delete, or modify budget allocations if expense estimates or expense lines already exist for the event.

To define allocation percentages:

1. Navigate to the Event Budgets section of the event.
2. Select New Event Budget.
3. Select up to 20 budgets to associate with the event.
4. Select Save to display the Budget Allocation modal.

5. Enter the appropriate allocation percentage for the selected budgets using one of the following methods:

   • Select the Allocate Equally toggle to automatically allocate each budget evenly
   • Enter whole number percentages for each budget. Allocations must total 100%.
6. Select Save.

End users can redisplay the Budget Allocation modal by selecting the Adjust Allocation button from the Event Budgets section of the event. This button becomes inactive if expense estimates or expense lines already exist for the event.

End users can create a single expense estimate and automatically split the cost across all associated budgets based on the defined allocation percentages.

To enter a shared expense:

1. Navigate to the Expense Estimates section of the event.
2. Select New Expense Estimate.
3. Populate the Estimate field.
4. Select all applicable budgets in the Event Budgets multi-select picklist. You must select either a single budget or all budgets associated with the event.
5. Select Save.

If all associated budgets are selected, separate Expense Estimate records are created for each budget with the following properties:

• estimate__v – The total amount entered by the user multiplied by the associated budget’s allocation percentage
• event_budget__v – References the corresponding budget
• group_id__v – A system generated ID shared by all other estimates created at the same time as this record
• All other fields – Populate based on user-entered data

Expense estimates created via Expense Estimate Creation Rules automatically select all budgets associated with the event.

End users can create a single expense line and automatically split the cost across all associated budgets based on the defined allocation percentages.

To enter a shared expense:

1. Navigate to the Expense Lines section of the appropriate Expense Header.
2. Select + Add Expense.

3. Populate the following fields:

   • Committed
   • Actual
   • Budget - Select all applicable budgets. You must select either a single budget or all budgets associated with the event.
4. Select Save.

If all associated budgets are selected, separate Expense Estimate records are created for each budget with the following properties:

• committed__v and actual__v – The total amount entered by the user multiplied by the associated budget’s allocation percentage
• event_budget__v – References the corresponding budget
• group_id__v – A system generated ID shared by all other estimates created at the same time as this record
• All other fields – Populate based on user-entered data

Expense Limit Rules, Speaker Attendance by Expense Cap Rules, and Speaker Attendance By Product Cap Rules evaluate violations based on the sum of the committed__v and actual__v fields of expenses with matching group_id__v fields.

Evaluating Speaker Caps Based on Multi-Budget Expenses

The following fields on speaker profiles automatically update based on evaluated budget allocation expenses using the total summed values of expenses with matching group_id__v fields:

• year_to_date_spend__v
• upcoming_committed_costs__v
• next_year_committed__v
• upcoming_estimated_costs__v