Add a Budget Alert

Budget alerts can only be added to active budgets. To add a budget alert, locate the budget you wish to add an alert to on the Active Tab of the Budgets Page. Click the bell icon in the Actions column of the budget table.

This opens the Edit Alerts Modal.

Select the “Add an Alert” button and the modal expands.

An alert can be based on when the amount remaining in the budget falls below a specified amount or when the amount remaining in the budget falls below a specified percent.

Input the percentage or amount for the alert threshold as well as the individual account or certification role to receive the alert. Multiple accounts and / or roles can be selected to receive the alert.

Select the “Save” button and return to the Active Tab of the Budgets Page.

Additional alerts can be added if desired. Existing alerts will show on the Edit Alert Modal.