Stay on track by setting a budget and creating alerts. This will help you monitor costs based on both their forecast and actual spending.
When you create a new CostHub, you will be able to set a monthly budget and create an alert based on either your projected costs or actual spending.
Set your budget
- Select Budget tracker from the ribbon.
- Input your monthly budget.
Choose your preferred type of budget alerts
- Select one or both:
- Alert based on forecasted costs (learn more on how we calculate forecasted costs).
- Alert based on actual spending. If you set the alert based on actual spending, you will need to input a percentage of total budget.
Note: If you need to modify the budget, select CostHubs to access the main CostHub menu, and click on the CostHub for which you want to change your budget. In your CostHub, click on the menu at the top right and select Budget alerts from the menu.