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Budget Alert System

Monitor project budgets and trigger alerts when spending approaches thresholds.

4.8(67 reviews)
432 installs
15 min setup

About this template

Stay ahead of budget issues before they become problems.

**Multi-level alerting:**

Set up multiple threshold levels to catch budget issues early:

- Warning level (e.g., 80% of budget)

- Critical level (e.g., 95% of budget)

- Overage notifications

**Cost code tracking:**

Monitor spending at the cost code level to identify specific areas of concern.

**Executive dashboards:**

Automatically generate executive summaries when alerts trigger, providing context and recommended actions.

Preview

Preview coming soon

Features

Multi-level alerts
Trend analysis
Cost code tracking
Executive summaries
Forecast projections
Change order integration

Requirements

Procore or Sage
Email or Slack

Reviews

C
Controller
3 weeks ago

Caught a budget issue that would have cost us $50k. Paid for itself immediately.

P
Project Executive
1 month ago

Essential for portfolio management. Love the executive summaries.

$29
One-time purchase
Includes all future updates
Full customization support
30-day money back guarantee
Created by
FI
FinBuild
Verified Developer
Templates5
Total Users1,800