Budgets Image

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Budgets Lobby

The Budgets Lobby gives you an overview of every budget configuration.

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Key Features

  • View all configured budgets
  • Search and filter budgets
  • See key details for each budget:
    • Name
    • Budget amount
    • MTD spent
    • Forecast
    • Budget period
    • Configured triggers

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Budget Configuration Actions

  • Edit – modify an existing budget
  • Duplicate – copy a budget
  • Delete – remove a budget
  • Share – share budget details with teammates
You can also create new budgets directly from the Budgets Lobby.

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Budget Configuration

Budgets Image
1

Select Report or Group

Pick the report or group the budget will track.
2

Define the Budget

Set the period (start date and duration) and enter amounts manually, or upload a CSV for bulk entry.
3

Add Alerting Configuration

Set alert thresholds and severity levels.
4

Configure Notification Settings

Choose delivery via email, Slack, or Microsoft Teams. Set the alert schedule, time, and time-zone.
Double-check notification settings so you receive budget alerts on time.