Operational Budgeting - Manage Budget Requests that Exceed Defined Rules

If your budget request goes over the limit set by your finance team, you’ll see a message letting you know the request exceeds an active rule. Depending on how the rule was configured, you may still be able to submit your request using a justification override.

When an Override is Allowed

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If the rule permits overrides, you’ll see a prompt to enter a justification.

To complete the override:

• Select a Justification Type (if required).
• Enter a detailed explanation that meets the minimum character count set by finance.
• Save your changes and continue submitting your request as usual.

Once submitted, the account will be flagged for editors so they can review your justification during their approval process.

See Your Justification

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Your justification appears in the Additional Information section on the worksheet (alongside notes, comments, and attachments). Editors will see an icon indicating that the account includes override details.

When an Override is Not Allowed

If the rule does not allow overrides (or if another overlapping rule is stricter) you’ll see a message indicating that the request cannot be submitted until the value is adjusted to fall within limits. In this case, update your amount to meet the rule before continuing.

If you have any questions regarding the rule, please reach out to an Editor. 

To see all Rules, head to Settings. If you are a Contributor, you will have Read-Only visibility into the Rules set by Editors. Resource: Navigate to Budget Settings