Setting a Budget for a Case

Set the authorized hours or amount before relying on budget controls for case work.

During case creation

Review the budget fields offered by the selected case type. Enter the required hours or amount when the case type requires a budget. Complete the case wizard and verify the budget on the resulting case.

Set a budget on an existing case

Open the case's Budget tab or Budget Status card on Info.
Select Set Budget.
Choose the allowed Budget Type.
Enter Total Hours Budget, Total Dollar Budget, or both, as offered.
Review Hard Cap (Block work when exceeded) and choose the approved control.
Add authorization details in Notes.
Select Create Budget, then verify the saved limits and cap setting.

Requirements

You need Modify Case Budget. Case type settings determine available dimensions and may disable budgets entirely.

Zero is not unlimited

A configured zero-hour hard cap can immediately block time entries, and a zero monetary hard cap can block billable entries. Do not enter zero as a substitute for an unlimited allowance.