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