Setting Alerts for Over-Budget Projects

Setting Alerts for Over-Budget Projects

Introduction

Alerts help you stay ahead of cost overruns by notifying you as spend approaches your budget limits.

What Alerts Do

  • Monitor Total Spend vs Budget continuously.

  • Notify you when thresholds are hit (e.g., at 80%, 90%, or 100% of budget).

  • Trigger reviews before overspending spirals.

How to Set Alerts

  1. Enable Alerts

    • Go to Reports or Project Settings and turn on Budget Alerts.

  2. Set Thresholds

    • Choose the percentage (e.g., 80%) and who should be notified (Owner, PM, Accountant).

  3. Choose Channels

    • In-app notification and/or email.

  4. Save

    • Confirm settings and test with a small threshold if needed.

Notes & Tips

  • Pair alerts with approval rules (e.g., manager sign-off required above 85% of budget).

  • Review alerts weekly during critical phases (Foundation, Roofing).

FAQ

Q: Can I set alerts per stage, not just the whole project?
A: Yes—stage-level alerts can be enabled if your plan supports advanced controls.

Q: Who receives the alerts?
A: Any role you select (Owner, Project Manager, Contractor, Accountant) based on your Roles & Permissions.

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