This article describes the Case Budget activities of a Case. An activity card will display for each event above the warning threshold, exceeding the budget, and when enabled if changes have been made to the Budget Limit, Warning Threshold, Include, Amount Spent, and % of Budget Spent fields.
NOTE: You must have at least Enabled permissions to Case > Case Budget to filter and view activities.
The Activity Feed keeps a full record of all changes to the Case Budget. The Timeline view shows a condensed listing of changes.
Additional information can be accessed from the Grid view.
Select an activity to display full details of the action.
Click the View button to open the Value Tab where you can navigate to the Funds tab.
Click the Edit button to adjust the Case Budget settings for this Case.
