Budget

Overview

The Budget section is where you define the financial structure of the platform — setting top-level budgets and distributing them as allocations across teams, projects, and users. The budgets configured here can be monitored in real time from Platform Cost.

The Budget section has two tabs: Organization Structure and Budget. Setting up your organisation's hierarchy first is the recommended starting point — budget allocations reference the team levels you define here.

Navigation: Select Budget from the left-hand navigation pane.

Organization Structure

The Organization Structure tab defines the team hierarchy that underpins cost attribution and budget allocation across the platform. The levels you create here appear as the Team, Team2, and Team3 selectors throughout Projects, Users, and Budget Allocation.

Start here if you are setting up the platform for the first time. Budget allocations and project assignments will reference the structure you define in this tab.

Screenshot: Organization Structure tab showing the hierarchy diagram with the organisation name at the top, cascading down through Team, Team2, and Team3 levels

The Hierarchy Diagram

The upper portion of the tab displays a visual tree of your organisation's structure, from the top-level organisation name down through each hierarchy level. The default structure ships with three levels — Team, Team2, and Team3 — but additional levels can be added to match your organisation's shape.

Managing Teams at Each Level

Below the diagram, three tabs — Team, Team2, and Team3 — each display the named groups that exist at that level of the hierarchy. Each tab shows the group Name and Created At date. Use the edit and delete icons on each row to rename or remove a group, and + Add New to add a new group at that level.

Editing the Organisation Structure

Click Edit in the top-right corner of the diagram to open the Edit Organization Structure panel.

Screenshot: Edit Organization Structure slide-out panel showing the Organisation Name field and the list of hierarchy levels with edit, delete, and Add Hierarchy Level controls

From here you can:

Rename the organisation — update the top-level organisation name displayed at the root of the hierarchy diagram.
Rename or delete hierarchy levels — use the edit and delete icons next to each level (team, team2, team3) to adjust their labels or remove a level that is no longer needed.
Add a new hierarchy level — click + Add Hierarchy Level to insert an additional tier below the existing ones. New levels become available immediately as selectors in Projects, Users, and Budget Allocation.

Note: Deleting a hierarchy level will affect any projects, users, and budget allocations that reference it.

Budget Tab

The Budget tab is divided into two sections: Budgets (the top-level financial envelopes) and Budget Allocation (how the budget is distributed to specific parts of the organisation).

Screenshot: Budget tab showing the Budgets table in the upper section and the Budget Allocation table in the lower section

Budgets

The upper section lists all top-level budgets on the platform. Each budget defines a total financial envelope for a given year and period.

Column	Description
Name	The budget's identifier (e.g., `FY2026`).
Year	The calendar year this budget applies to.
Amount	The total value of the budget envelope.
Period	How the budget is structured over time — Annually, Quarterly, or Monthly.

Use the edit and delete icons on each row to modify or remove a budget. Use the search bar to locate a specific budget by name.

Creating a New Budget

Click + Add New in the Budgets section to open the Create Budget wizard.

Screenshot: Create Budget form showing Name, Description, Year, Period, and Amount fields

Field	Description	Constraints
Name *	A unique identifier for this budget (e.g., `FY2026`).	Maximum 32 characters. Must start with a letter. Lowercase alphanumeric characters and hyphens only. Not editable after creation.
Description	A plain-language summary of what this budget covers.	Maximum 256 characters.
Year *	The year this budget applies to.	Select from the available years.
Period *	How the budget amount is distributed over time.	Select from: Annually, Quarterly, Monthly.
Amount *	The total value of the budget envelope in dollars.	Numeric value greater than zero.

Click Review to confirm, then Create to publish the budget. It appears immediately in the Budgets table and becomes available to reference when creating budget allocations.

Budget Allocation

The lower section distributes the top-level budget envelope across specific parts of the organisation — teams, projects, or individual users. Allocations are how you ensure each group has a defined spending limit.

Column	Description
Name	The allocation's identifier.
Applies To	The specific team, project, or user this allocation is assigned to.
Year	The year this allocation applies to.
Amount	The dollar value allocated to this group.
Period	The period cadence, inherited from the parent budget.

Creating or Editing a Budget Allocation

Click + Add New in the Budget Allocation section to create a new allocation, or click the edit icon on an existing row to modify it.

Screenshot: Edit Budget Allocation form showing Name, Description, Year, Period, Scope, team and amount fields, Configure Alert toggle, Threshold field, and the live budget summary panel on the right

General fields: Name (mandatory, immutable), Description, Year (must match the parent budget's year), Period (inherited, not editable here), and Scope (mandatory) — the type of entity this allocation applies to: any of your organisation's hierarchy levels (Team, Team2, Team3), Project, or User.
Scope-specific fields: once a Scope is selected, choose the specific team, project, or user, and set the Amount to allocate.
Alert configuration: toggle Configure Alert to activate spend alerting for this allocation, and set a Threshold — the percentage of the allocation at which a spend alert is triggered (e.g., 80 to alert at 80% utilisation).

Live Budget Summary

As you configure an allocation, a summary panel on the right of the form updates in real time, showing the Total Budget of the parent envelope, the Balance Budget remaining after the current allocation is applied (a negative value indicates over-commitment), and a per-entity breakdown under the current scope.

Important: If the Balance Budget shows a negative value, the sum of your allocations exceeds the total budget envelope. Adjust allocation amounts before saving to avoid over-commitment.

What's Next

Platform Cost — monitor how spend is tracking against the budgets and allocations you have configured.
Projects — assign projects to the team hierarchy you have defined in Organisation Structure.
Users — assign users to the team hierarchy so their activity is correctly attributed in cost and activity reporting.
Platform Audit Logs — all budget creation and allocation changes are captured in the audit log.