Budgets

Resource Management's budget functionality allows users to track usage spend over some period of time. Budgets can also be configured to notify users when usage exceeds some pre-determined amount.

Budget properties

• Budgeted amount: The amount to be tracked, expressed in a currency; this typically represents a real-world estimate of expenses.
• Frequency: The rate at which this budget repeats; can be monthly, quarterly, yearly or non-recurring.
• Notification threshold(s): Expressed as a percentage of the budgeted amount; when the budget exceeds a notification threshold, the users will be notified.
• Scope: A set of resources (expressed as a specific Usage account or all usage) that this budget tracks; see budget scope for more details.
• Start date: The date on which this budget starts; for non-recurring budgets, an end date must also be specified.
• User(s) to notify: The list of users who will be notified (in Foundry or through email) when the budget exceeds a notification threshold. Whenever the budget exceeds a notification threshold, a notification is sent to the list of users.

Whenever the budget exceeds a notification threshold, a notification is sent to the list of users.

Budget scope

Budgets currently support two different scopes:

• All usage: The budget tracks all usage across all Usage accounts.
• Usage account: The budget tracks usage from projects within a specific Usage account.

Budget permissions

To use budgets, one or more of the following roles are required:

• Enrollment administrator: View, create, edit, and delete budgets.
• Resource management administrator: View, create, edit, and delete budgets.

Roles are granted through the Enrollment permissions page in Control Panel.

View all budgets

In Resource Management, select Budgets in the left sidebar. This will display a list of budgets available in your enrollment. Select a single budget to view its details, history, and notifications.

Create a budget

To create a budget, select the Create button above the list of budgets. You will then be able to specify the budget's scope, frequency, start date (and end date, for non-recurring budgets), budgeted amount, and description.

To notify users whenever a notification threshold is reached, select the notification toggle to reveal the notification options. Specify the notification thresholds and the list of users who should be notified. Then select Create budget to complete the process.

Delete a budget

While viewing a single budget, select the Delete button. When the warning dialog appears, select Delete budget.