Know before you overspend

A budget is a monthly ceiling for your whole organization or for one allocation group. It is checked every day against the billed cost already imported.

1 min read

Creating a budget

Under the organization's Costs tab. Only owners and admins can change budgets.

The budget form: name, monthly amount, scope, alert thresholds and forecast.

Budgets of the month: spend against each ceiling, forecast and alert thresholds.

Name and amount: A recognisable name and the monthly amount, in USD, that spend should not exceed.
Scope: The whole organization's billed cost, or only the share of one allocation group (cost center).
Alert thresholds: The percentages of the amount at which owners and admins are alerted. The default ladder is 50, 80, 90 and 100 percent.
Forecast: Warns you when the end-of-month projection goes over the amount.
Pause: A paused budget keeps its history but sends no alerts.

Following them

Costs → Budgets: Month-to-date spend against each ceiling, which budgets are close to their limit and which are forecast to be exceeded.
One alert per threshold: Each threshold alerts once per month, and every month starts clean.
Needs billing data: Budgets use real billed cost, so they only work for providers that report billing. See Cost Aggregation.
Where alerts go: Through the channels each person enabled for Budget alerts in their notification preferences.