Budget Email Alerts
When you set a project budget, you can also choose to receive an email alert when you reach a certain percentage of that budget. This can help your team keep a close eye on the project and its budget going forward.
Setting Up Project Budget Email Alerts
To set or edit budget email alerts, head to Projects, click the Actions menu for the project, and choose Edit. On the edit page, look for the Budget dropdown in the Project Type section.
% of budget, and enter your preferred threshold percentage.
Who Receives Project Budget Emails
Your permissions setting will determine if you receive a budget email.
- Regular Users receive budget emails only if:
- they are on the project,
- the project budgets in hours (not fees),
- and the project-specific permissions are set to Show project report to everyone on project.
- Project Managers who can view rates always receive budget emails for projects they manage.
- Project Managers who cannot view rates receive budget emails for projects they manage, if the project budgets in hours (not fees).
- Administrators receive budget emails only if no one is designated as the Project Manager.
When Project Budget Emails Are Sent
Budget emails are sent the morning after a project goes over the percentage threshold you set.
- Let’s say your team goes over budget today. An email is generated at 3:00 am Eastern (US) time.
- Thereafter, budget emails are sent every week until the project is archived, or someone turns off its budget alert, or the budget is updated so that you’re no longer going over.