Budgets Tab

You can enter budgets and set criteria for sending budget notifications.

1. Search bar: You can search information by entering a search text.

2. [+ Add] button: You can add budgets and set recipients to receive budget notifications.

3. Budget list: Displays the list of added budgets.

Adding Budgets

You can add budgets and set recipients to receive budget notifications.

1. In the Budgets tab, click the [+ Add] button at the top right of the screen.

2. When the add criteria screen appears, click the pencil icon in the upper left corner. And enter the budget name, and click the √ icon.

   
3. Select the Period, Vendor, Account, Product, Region, Tag, and enter the budget in the Amount.

4. In the Forecast Adjustment, enter the basic information for forecasting the budget.

5. In the Send Alert, add recipients to receive budget-related notifications.

   • You can also add a Webhook by clicking the [+ Add] button.

6. Click the [Save] button at the bottom right to save the changes.

Editing Budgets

You can edit the added budgets.

1. In the Budgets tab, click the [Edit] button to the right of the item you want to edit.

   
2. Edit the details and click the [Save] button at the bottom right to save the changes.

Deleting Budgets

You can delete the added budgets.

1. In the Budgets tab, click the [Delete] button to the right of the item you want to delete.

   
2. When the Delete Alert message appears, click the [Delete] button.

Caution

If you delete an item, you cannot recover it. However, you can add it again.