New budgeting alarms keep you on track with timings and budgets
started a topic
almost 5 years ago
Here's some great news for your Friday: We've just released our Job Budget Alarms feature.
A critical part of success is being able to identify and react to problems before they happen - like jobs running over budget or schedule. That's where the new job budget alarms are going to save your butt :)
How budgeting alarms work
Start by setting up budget and timing warning thresholds for your jobs - check out the GIF further down to see how. For example, set it up to receive a warning once you reach 70% of a job's budget or timing estimate.
Once you've set up the thresholds, you'll receive a warning when you reach them for a particular job, as well as when you exceed them.
When your team has tracked more time than allotted for a project, the item will be marked as over budget for time. A notification will be sent to all job watchers on the project. If the gross or net profits on an item reach or exceed the threshold, notifications will be sent to watchers who are also HR managers and account admins in terms of the profit reports.
How to activate budgeting alarms
Set a warning threshold for your company in your Company Settings page, under the Opportunity/Job heading. This will activate the feature and run a back-dated check on all existing opportunities. It's that easy :)