Create Thresholds and Alerts for a Budget Plan

Create thresholds at the portfolio level to use while monitoring approved budget plans on the Scorecard page. Create notification and email alerts to inform users and groups when a threshold is met.

To create thresholds and alerts:

  1. Add a Threshold for a Budget Plan
  2. Configure a Threshold for a Budget Plan
  3. Set Threshold Alert Delivery Options for a Budget Plan