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Project Alerts: How to Set Up Budget Alerts & Prevent Budget Overwrite in PSOhub

Learn how to configure budget alerts and deactivate contract lines on budget overwrite in PSOhub

Published 1 June 2026

Audience

  • Admin

  • Controller

  • Project Manager

Objective

This article explains how to set up project alerts in PSOhub to notify your team when budget thresholds are reached, and how to prevent time from being booked once a contract line budget is exhausted.

Prerequisites

Before you can set up budget alerts, make sure the following are in place:

Eligible access 
          You must have Admin, Controller or Project Manager access in PSOhub.

Project already has a contract line and budget
         A project with at least one contract line and a defined budget must already exist.

Set Up Budget Alerts at the Contract Line Level

Steps

  1. Open the project in PSOhub in the Financials tab. 
  2. Click the contract line you want to configure alerts for. The Contract Line edit panel opens.
  3. Go to the Budget Used Alert section on the left-hand pane.
  4. Drag the orange dot to the % of budget used at which you want to receive an alert. 
  5. If desired, go to the Actual Margin Alert section and drag the orange dot to the % margin used at which you want to receive an alert. 
  6. Click Save.
  7. To configure who will receive these alerts, go to the Team tab of the project. 
  8. Under the Alerts column, click on the Bell icon for the team member you want to receive an alert. The Member pane appears.
  9. In the Member pane, go to Alerts and toggle to ON. Click Save.
  10. The Bell icon is now filled in under the Alerts column to indicate that this team member will receive the budget alert.
  11. Repeat for all team members whom you want alerted.  The alert appears in each team member's personal dashboard in PSOhub.

📌 Note: When the value of hours booked against the contract line reaches this                                percentage of the budget, a message will appear in the Activity feed of the project.

Set Up Budget Alerts at the Contract Group Level

Steps

  1. In the Financials tab of the project, click the Ellipses (...) icon of the contract group you want to configure. 
  2. Select Edit group from the drop-down menu.
  3. Drag the orange dot under Budget Used Alert to the % of budget used at which you want to receive an alert.
  4. Click Save.

Deactivate a Contract Line on Budget Overwrite

Steps

  1. Click on the desired contract line.
  2. In the right-hand pane, toggle the Disable on Budget Reached to ON.
  3. Click Save.

⚠️ Important: When this option is enabled, PSOhub will automatically prevent anyone                  from booking time against this contract line once the budget is fully used. This ensures            costs do not exceed the agreed budget without a deliberate decision to extend it.

Result

Budget alerts are active for the selected contract lines and groups. Team members will be notified via the Activity feed, their personal dashboard, and email when alert thresholds are reached. If the Disable on Budget Reached option is enabled, the contract line will automatically lock for time booking once the budget is exhausted.

Next Steps

✅ Modify a contract line
        Update amounts, budgets, or other settings on an existing contract line.
         How to Modify a Contract Line at the Project Level

✅ Understand how contracts are structured
        Learn how contract groups, lines, and budgets work together in PSOhub.
         Understanding Projects, Contracts and Plans in PSOhub

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