Manage budgets

The Budgets settings page is where budgets are created, edited, and deleted. To view budget performance, use the Budgets page in the sidebar.

Budgets come in two kinds:

• Budget: an individual budget with its own monthly targets and optional filters that narrow which costs count against it.
• Rollup: a parent budget that aggregates its children. Rollups carry no targets or filters of their own; their numbers are the sums of their child budgets.

Access the Budgets settings page

1. Log in to the CloudBolt Platform.
2. In the sidebar, select Settings.
3. Select Budgets.

Create a budget

1. Select Create budget.
2. Enter a Name (required; budget names must be unique within the organization) and, optionally, a Description.
3. Set the Currency as a 3-letter ISO code (default USD).
4. To make this a parent that aggregates other budgets, turn on Rollup budget. Rollups skip the remaining steps: the Periods and Filters sections apply to individual budgets only.
5. Optionally choose a Parent rollup budget to place this budget in a hierarchy.
6. Add Periods to set the monthly target: each period is a Month and an Amount, and each amount applies from its month forward until the next period. You only need a new period when the target changes.
7. Add Filters to narrow which costs count against the budget: each filter is a Field, an Operator (EQUALS, NOT_EQUALS, CONTAINS, or NOT_CONTAINS), and a Value. With no filters, the budget applies to all costs in the organization.
8. Select Create.

Edit a budget

Select the pencil icon on a budget’s row (or the Edit button on the budget’s detail page) to open the same dialog, make your changes, and select Save.

Delete a budget

Select the trash icon on a budget’s row and confirm. Deletion cannot be undone. A rollup budget that still has child budgets cannot be deleted; remove or re-parent the children first.