From the drop-down lists, choose the Category. You would have created these earlier in Event Setup; see Chapter 5: Set Up an Event, Organization Setup: Resources, Add Resource Categories and Items.
2.
To select an Item, click the ellipsis next to the Item field. The Lookup window appears. It will display the resource items that you added to the event in Event Setup. Review Chapter 5: Set Up an Event, Organization Setup: Resources, Add Resource Categories and Items.
3.
If you cannot see the item, begin entering the name of the item in the SearchCharacters field. When you find the item you want, select it and click OK.
4.
If you want to Edit an item or create a New item, click the Edit or New button at the bottom of the window. The Resource Item [Edit] or Resource Item [New] window will open. Enter your changes or new information and click Save. Your changes or new item will be saved in Event Setup for this event. To review how to add or edit a Resource Item, see Chapter 5: Set Up an Event, Organization Setup: Resources, Add Resource Categories and Items. You will return to the Lookup window. Select the edited or new item and click OK to return to the Requirements [New] window.
5.
Back in the Requirements [New], enter the Quantity required.
If this item is included in the budget, choose a corresponding Budget item. If you have a monthly budget set up, you can choose the applicable month from the Period drop-down list. If you have multiple budgets, select the applicable budget from the Allocate To drop-down list. Budget items are set up in Chapter 5: Set Up an Event, Budget Setup.
2.
From the Bill To drop-down list, choose who will be billed for this item: Not Billable, Event Client, Attendee or Attendee Group. You would have chosen the default Bill To option when setting up the attendee earlier. See Enter a Single Attendee: Billing Information above.
3.
If a Charge was applied to this resource item in Event Setup, it will automatically appear. You can adjust the charge here, if necessary.
You can document any other information about this requirement in the notes area. This tab will pull in any notes entered for this resource item in the Organization Setup | Resources tab of the Event Setup window. You can type in additional notes specific to this attendee requirement, as well.
To create a more sophisticated document, click the Word Processor icon. To learn more about EventPro Planner’s word processor, see Chapter 14: Letter and Label Templates, Word Processor.
You may have created user fields earlier for Attendee Requirements. If so, you can fill out these fields in the User Fields tab.
To learn more about creating user fields, see Chapter 17: User Fields.
7.
Click Save.
8.
If there is a conflict of resources, the Resource Conflict window will appear. To review how resource conflicts arise and how to resolve conflicts, see Chapter 7: Organize an Event, Resource Conflicts above.
9.
The item will appear in the attendee’s Requirements tab and can be edited, viewed and deleted as required by clicking the Edit, View and Delete buttons to the right of the selection grid. To review how to edit, view or delete records, see Chapter 1: Overview, Common Functions: Edit, View and Delete Records.
