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Manage scoped usage budgets

Configure and maintain per-project and per-person usage budgets with alerts and live spend status.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the Scoped Budgets panel

Navigate to the Usage or Budgets section of the administration area and open the Scoped Budgets tab to view all existing project and person budgets with their live spend status.

Open the Scoped Budgets panel

Step 2: Review existing budgets and their status

Scan the list of scoped budgets to see each budget's owner, scope (project or person), configured cap, thresholds, and a live gauge showing current spend against the cap, along with any warnings or alerts.

Review existing budgets and their status

Step 3: Create a new scoped budget

Select the button to add a new budget, then in the form choose a scope type (such as project or person), pick the relevant project or member from the list, set the budget amount and any threshold alerts, assign an owner, and save to create the budget.

Create a new scoped budget

Step 4: Edit an existing budget

From the budgets list, choose a budget to edit, adjust the scope, cap amount, thresholds, or delegated owner in the form as required, and save your changes to update the live configuration.

Edit an existing budget

Step 5: Enable or disable a budget

Use the enable or disable control on a budget row to temporarily turn a scoped budget on or off, allowing you to pause enforcement without deleting the configuration.

Enable or disable a budget

Step 6: Delete a budget

Select the delete option for a budget you no longer need, review the confirmation dialog to ensure you understand the impact, and confirm deletion to permanently remove the budget.

Delete a budget


Last updated: 2026-08-31