Manage department budgets and overrides

Set a department budget

1. 1Go to Settings > Budgets.
2. 2On the department's card, enter the Budget amount.
3. 3Choose the Period: Monthly, Rolling 30-day, or Fiscal Quarter.
4. 4Optional: select Show workflow budgets and set a budget for each workflow.
5. 5Select Save.

If workflow budgets add up to more than the department budget, AMC warns you but still saves. Caps are enforced on actual spend.

What happens as spend grows

Track spend on Governance > Budgets. Select a department for spend against budget, days remaining, and per-workflow consumption.

Request a budget override

1. 1On Governance > Budgets, select Request override on the department, or go to Budget Overrides and select New request.
2. 2Enter the Amount over budget (USD). AMC shows which approval tier the request routes to.
3. 3Write a Justification of 10 to 500 characters. Optionally add a supporting link.
4. 4Select Submit request.

A department can have one pending request at a time. Track yours under Budget Overrides > Mine.

Approve or deny an override

1. 1Go to Governance > Budget Overrides and select your tier.
2. 2Review the request and its Justification chain.
3. 3Select Approve (a note is optional) or Deny (a reason is required and sent to the requester).

Approval takes effect immediately. You can only act on tiers your role can approve; others show a lock.

Configure approval tiers

Under Settings > Budgets > Override tiers, a Tenant Admin sets the approval ladder. Each tier has a name, an amount threshold, and an approver: Super Admin, System Admin, Department Admin (routes to the requesting department's admin), or a Specific Person. The top tier covers every amount above the previous threshold. Select Save tiers.