Creating OU Financial Thresholds
An OU financial threshold is a way to track and estimate spending from the OU level. They are set on OUs and represent the maximum, upper-limit of spend by projects descending from that OU. You can set amounts per month and view aggregate descendant project spending.
Thresholds can be a different value than the aggregate budget for the OU (the total sum of descendant project budgets).
Financial thresholds set for the same OU cannot have overlapping time frames.
To create a threshold:
- Navigate to OUs > All OUs.
- Select the OU you would like to create a threshold on.
- Click the Financials tab.
- Click OU Thresholds.
- Click Create.
- Select a type of threshold time frame. All time frame types are customizable down to individual months.
- Select a threshold type.
- Fixed Amount. Set a total amount for the threshold, and distribute it between each month within your time frame. This type is recommended if you have a fixed, maximum amount you plan to spend during the time frame.
- Cumulative. Set amounts for each month within your time frame that are added together to create a total. This type is recommended if you would like to plan your spend by month without a fixed maximum amount for the time frame.
- Click Continue to Threshold Settings.
- Enter a Threshold Total.
- Select whether you would like to have your threshold total evenly distributed throughout your time frame or if you would like to set each month's amount manually.
- Click Continue to Threshold Set Up.
- Edit any of the monthly amounts as desired.
- Click Create Threshold.
- Enter an amount for each month within your time frame.
- Click Create Threshold.
For additional configuration options, see Managing OU Financial Thresholds.