Budgets List view

Use the Governance -> Budget Quota Policies area of the Management Console to view, create and manage all budget policies.

The Budgets List view shows a list of all budget policies. For each budget policy you will see it’s icon, display name, description, threshold amount, recurrence period, number of users who will receive email notifications when this budget is exceeded, and the status information for organizations assigned to the policy.

The icon that shows status information for organizations assigned () is:

• Grey – If there are no organizations assigned to this budget policy.
• Green – If there is at least one organization assigned to this budget policy and if every organization assigned is within the budget.
• Red – If there is at least one organization within the budget policy that has exceeded the budget.

Tasks

You can perform the following tasks in this view:

• Create a budget policy – Click Add (available only when the Budgets List view is empty) or the icon in the toolbar to launch the Create A New Budget Policy dialog. For more information, see Creating budget policies.
• Edit a budget policy – Click the icon for a budget to launch the Edit Budget Policy dialog. For more information, see Editing budget policies.

• Delete a budget policy – Click the icon for a budget to delete a budget policy. You can also select multiple policies in the list and delete them. To do this, select multiple budget policies in the list by clicking the check mark icon for each budget policy you wish to delete, then click Delete Selected to delete them.

  You can also review the selected items by clicking at the bottom of the page.

• Search for a budget policy – Enter the display name or the description of the budget policy that you are looking for in the Search text box. This field is case-insensitive.
• Filter and Sort budget policies - Click the icon to filter budget policies based on:
  • Budget
    • All - to display budget policies regardless of organization compliance.
    • Within Budget - to display budget policies for which all assigned organizations are within the budget amount. Policies with no assigned organizations are also considered to be within budget.
    • Over Budget - to display budget policies for which at least one assigned organization is over the budget amount.
  • Recurrence
    • All - to display budget policies regardless of recurrence period.
    • Monthly - to display budget policies with a Monthly recurrence period.
    • Quarterly - to display budget policies with a Quarterly recurrence period.
    • Yearly - to display budget policies with a Yearly recurrence period.

    For example, if you check Over Budget, Monthly, and Yearly, you will see all budget policies that have at least one assigned organization over budget and that have either a Monthly or Yearly recurrence period.

    You can further sort the organizations based on:

    • Display name
    • Budget (Low to High)
    • Budget (High to Low)
    • Most Organizations Assigned
    • Least Organizations Assigned

  After adding a filter, a filter list is displayed of the organizations that met the filter criteria. The filter can be cleared by clicking the in the filter tag.

• Ask for assistance – Click icon to launch the assistance panel. This panel gives you information about the current page and various options on how you can proceed. Click the Learn More link in the assistance panel to go to the associated Online Help topic for more information.