$ corporate --a-calendar-of-events --one-rollup
A corporate event lead, on a weekly production call
A calendar of annual events, each with its own budget, its own stakeholders and its own cross-charges, and a leadership team that wants one slide with the spend, the revenue and what it returned. Pholeo rolls every event up to the project, with the GL structure finance already uses.
spec sync · transcript
Case study · ASIS GSX
“It’s faster. It’s more accurate. And I don’t have to chase the details anymore.”
Thousands of attendees, several internal departments and a four-part GL structure. ASIS moved GSX’s specs, budget and reconciliation into Pholeo, and Lauren reported 24 to 36 hours saved on the major vendor bills.
Lauren Koleszar, CMP
Meetings Manager, ASIS International
What a program office gets back
Project-level rollup
Each event carries the same budget areas and cost centers, so the project view reads them all at once. Cross-charges are lines in a cost center, not a note in a margin.
Stakeholders by role
Roles decide who changes what; modules decide which pages a member opens. The AV lead works the AV lines, the controller reads the rollup, nobody emails a workbook.
KPIs beside the budget
The dashboard reads counts, booked revenue and spend from the same record. The slide that used to be built by hand the night before is the filtered dashboard.
Year over year
This year’s program starts from last year’s with the new dates and prices. Estimate against last year’s final is a report, so the budget conversation starts from what actually happened.
A Spec Sync builds your first board from one real BEO or function sheet.
“It’s faster. It’s more accurate. And I don’t have to chase the details anymore.”
Lauren Koleszar, CMP
Meetings Manager, ASIS International
Case study · ASIS GSX
“It’s faster. It’s more accurate. And I don’t have to chase the details anymore.”
Thousands of attendees, several internal departments and a four-part GL structure. ASIS moved GSX’s specs, budget and reconciliation into Pholeo, and Lauren reported 24 to 36 hours saved on the major vendor bills.
Lauren Koleszar, CMP
Meetings Manager, ASIS International
FAQ
Straight answers. If yours is not here, ask it on the Spec Sync.
Each event is a pholeo inside one project. The project rolls them up: budget, revenue and status across the calendar, with the same cost centers in each so the rollup is consistent.
A function can carry lines in different cost centers, so the executive dinner hits the executive budget while the lunch hits the program. Reports group by cost center or GL code, and the rollup follows.
Yes, as viewers with the Budget module, or with an export grouped the way they book. Reconciliation puts invoices on the lines they belong to, so the close-out matches the GL.
No. Registration, marketing and attendee platforms stay. Pholeo holds the logistics and the money behind them, and records the revenue they produce beside the spend.
A Spec Sync to start, then by package: set up with you, a planner beside you monthly, or embedded hours on your workstreams for the busiest season. Workstream support is where the AV and production complexity usually lands.
Ask on the Spec Sync and we will answer accurately with the people who own it. We do not make claims on this page we cannot stand behind.
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