Operational Budgeting - Edit Rules Settings

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With Rules, you can automate spending controls to prevent over-budget requests by defining limits by department, location, spending category, and more. Your Contributors will receive instant warnings when exceeding rule limits when making edits in the Worksheet.

Rules can be created and edited before, during, or after an open request round for Contributors. Select Create New Rule to create a new Rule.

For existing Rules, you can toggle on or off the Rule under the Enabled section. and select More Actions to Delete the Rule and view the History of the Rule (a mini Audit Trail of changes to the Rule over time). 

If you need to edit an existing rule, select the Rule Name to open to the Rule Details.

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From the Rules Details page, you can make any edits to an existing rule and Delete the Rule. Be sure to Save Changes as needed. 

Note: Any edits you make to a Rule will only impact future changes to the Worksheet. Previous edits before the change will not be affected. 

Need to Create a Rule? 

Learn more with this article: Create a Budget Rule