GreyScape.ai
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4-min read

Set your first budget

Budgets are the most-used governance tool in GreyScape.ai. You can set them at four scopes — org, team, project, user — and they all enforce at the same alert thresholds (75% warning, 100% hard).

Steps

  1. 1Go to /finance/budgets and click 'New budget'.
  2. 2Pick the scope. For a first budget, 'org' is the right choice — it's the catch-all cap.
  3. 3Enter the monthly cap in USD. For most mid-market companies, $5,000-$25,000/month is a reasonable starting cap.
  4. 4Pick the notification email (defaults to the owner; can be overridden).
  5. 5Save. The budget takes effect immediately. The dashboard now shows 'X% of org cap used' in the header.
  6. 6At 75% utilisation, the budget owner gets an email alert. At 100%, the alert escalates and the dashboard flags the budget as 'Over'.

Watch-outs

Next

Run the approval workflow

Stuck? Email [email protected] and we'll respond within one business day.