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Alerts and budget overwrite

Understand how to set up your contract lines with alerts and option to prevent budget overwrite.

Julie Bennett avatar
Written by Julie Bennett
Updated over 8 months ago

Alerts and budget overwrite

Leveraging PSOhub's budget feature will allow you to set alerts and prevent budget overwriting at the contract line and contract group level.

Budget alerts at the contract line level


Located just below the fields related to Budget and Percentage completed, the Budget used alert will give you the option of defining up to two alerts.

Once the value of hours booked towards the contract line reaches the percentage of budget defined for the first alert, a message will show in the Activity feed of your project. Same process will occur for the second alert, if you have set one up.

If you have checked the box Send alerts for any team member of this project

  • the alerts will also show in their personal dashboard in PSOhub

  • as well as trigger an email that will be sent to them.

Budget alerts on contract group

It is also possible to set a budget alert at the contract group level. A simple click on the contract group name will allow you to define up to two budget alerts.

Deactivate contract line on budget overwrite

In addition to the alerts, you can also check the function Deactivate the contract line on budget overwrite which will prevent anyone from booking time once there is no budget left on the contract line.

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