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It would be helpful to have an alert not only when over budget, but within a certain amount of budget (user-defined would be great e.g. within 25% or 10% of budget) so we can request additional funding from the funding source. We are not allowed to go over budget on a matter and sometimes it is a process and waiting time to request additional funding.
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How often would you use this request?
Every day |
Please see salesforce case 00586716
This firm feels it would also be useful if they could set up alerts to notify while they are working that they are approaching and or exceeding budget (timer running) versus waiting until they hit SAVE and then realize they are over budget.