How Do I Use a Master Account to Set a Budget for My Member Accounts?

You can use a master account to set a budget for your associated member accounts. If the alert threshold configured for the budget is exceeded, you will receive an alert.

1. Log in to Cost Center.
2. Choose Budget Management > Budgets.
3. Click Create Budget.
4. Select Custom Budget and click Create Budget.
5. Select Cost budget, and click Next.
6. Configure the budget details and define the budget scope as needed.

   Under Budget Scope, set Linked Account to member accounts for which you want to create the budget.

7. Configure an alert threshold and specify recipients, click Next. In the displayed page, click Save.