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Management — Budget Management

Navigate to: Dashboard → Budget Management

Budget Management provides a consolidated view of spend across all employees and teams, and lets administrators set and adjust limits without navigating to each record individually.

Cross-reference: Full documentation at section 7.2.

Quick steps:

  1. Click Budget Management in the sidebar.
  2. Review the Spend Summary at the top — total org spend vs. monthly budget.
  3. In the By Employee table, click Set Limit on any row to change that employee’s budget without opening their profile.
  4. In the By Team table, adjust team-level budgets.
  5. Click Budget Alerts to configure email notifications when spending reaches 80 % or 100 % of any limit.

How to test: Set a team budget to $0.01, send one request from an employee in that team, reload Budget Management — the team’s “Spent” column should show the request cost.