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Set a space budget#

Cap the monthly spend of a Division, Unit or Team. The gateway refuses requests once the budget is used up.

Before you begin#

  • You need the Owner or Admin role, or you manage a space above the one you're budgeting. Roles and permissions lists what each role can do.
  • A space manager can't set the budget of their own space. A manager of the parent space or an Admin does.
  • The space isn't the organisation's root space, which can't carry a budget.
  • If a parent space has a budget, the new amount must fit inside it.

Set the budget#

  1. In the sidebar, open Spaces.
  2. Open the ⋮ menu on the space and select Set budget. For spaces deeper in the tree, the entry reads Set allocation.
  3. Enter the monthly amount in euros.
  4. Check the hint under the field. If it reads "Exceeds €X available.", lower the amount. The parent space has only that much left to give.
  5. Select Save. It stays disabled until the amount fits.

You can also open the space and select its Budget (or Allocation) tab. Fill in Monthly budget (€) (or Monthly allocation (€)) and select Save budget (or Save allocation). Reset restores the saved value.

Result: the space and everything below it is capped at the amount. A Monthly budget saved message appears (Monthly allocation saved for spaces deeper in the tree). An empty field means unlimited, and 0 freezes all spending.

Note

Moving a space clears budgets

Moving a space to a new parent clears the budgets of that space and all its descendants.

Troubleshooting#

Look up any code at https://<atlas-host>/errors/<code>, where <atlas-host> is your ATLAS host. Errors explains how ATLAS reports them.

Cause Code What to do
You are not an Owner, an Admin or a manager above the space ERR-0061 Ask a manager above the space
The amount would exceed a parent's budget, or is below the total of the space's descendants ERR-0059 Lower the siblings or raise the parent first
Unlimited was entered beneath a parent that has a budget ERR-0063 Enter an amount
The amount is above the tightest ancestor's ceiling ERR-0064 Enter a lower amount
The space is the organisation root ERR-0065 Budget a direct child instead
The amount is below existing fixed member allocations in a Team ERR-0060 Reduce the allocations first