We have always captured high-level budget information at the project level. But we never really did much with the data. Well we have decided to capture additional budget information and make use of it all. Starting today, in additional to project level budget information, you can now enter budget settings for tasks.
To make the most of this data, we are introducing Budget Alerts. Budget Alerts send emails to people when a budget setting is exceeded or within a certain limit. Budgets are checked daily at midnight, using your company’s timezone setting. Once triggered, an email will be sent weekly until the budget alert is removed.
There are four budget types:
- Cost Per Task – This budget type uses the Budgeted Cost defined for each task to determine when to trigger a budget alert.
- Hours Per Task – This budget type uses the Budgeted Hours defined for each task.
- Total Project Cost – This budget type uses the Budgeted Cost defined in the Project Overview.
- Total Project Hours – This budget type uses the Budgeted Hours defined in the Project Overview.
Note: You must be on trial or a paid plan to use Budget Alerts. Budget Alerts are sent at 11 p.m. EST.
Create Your First Budget Alert
Click Settings then Projects. Click on the Project you want to have a budget. Under the Budget Alert section, click Add Budget Alert. Complete the form then click Add Budget Alert.