Set budget alerts

Every budget has alert thresholds. When spending reaches one, the project's owner gets a notification. By default they're 80% and 100%.

Change a budget's thresholds#

1. Find the budget on the project's Budget tab, or on a task's Budget tab.
2. In Alert me at (%), enter whole percentages separated by commas or spaces, for example "50, 80, 100". You can have up to four.
3. Select Save budget.

How alerts work#

• Each threshold alerts once when spending reaches it.
• If spending drops back under, for example after you delete an expense or raise the budget, the alert clears. If it's reached again later, you get a new alert.
• Only expenses count. Materials still to buy don't.

Where you see them#

• The Alerts section at the bottom of the Budget tab lists every alert, with the date and, if it cleared, "back under since".
• The project's owner gets a Budget alert notification. See Notifications to choose how you hear about them.
• On the dashboard, each budget meter shows On track, Nearing budget from 80% (amber) or Over budget from 100% (red). Room and task budgets at 80% or more are listed under Budgets to watch.