Create Per-Provider budgets

Create a per provider budget.

Before you begin

Before creating a budget, note that there can be only one subscription budget under an Account budget.

Create a per-provider budget

Depending on the provider, you can create a budget for an account and a subscription. Follow these steps to create a per-provider budget:

1. From the main menu of the Client Portal, navigate to Analyze > Budgets.

2. Select the Per-Provider tab.

3. Click Add Budget and then click Add after you've selected the tenant. If you have a long list of tenants, you can use the Search Tenants option to find the tenant.

Add Budget and Add options

4. In the Adding budget page, provide the following details:

   • Budget name - If you are creating a budget for an Account, you'll need to provide a budget name. In the case of subscription budgets, the name is automatically set to the subscription name.

   • Amount - Add the amount.

   • End Date - End date of the budget.

   • Budget Owner - Email address of the person responsible for creating the budget.

Adding budget page

5. Click Save.