To create a new Budget Notification within a Project, you can choose a predefined template by selecting New from Templates. This option opens the Budget Template List, which displays templates created at the system level on the Notifications List page.
Using a predefined Budget Notification Template helps streamline the setup process. You can also customize the selected template at the Project level (Project List > Project Edit > Budget) or the Task level (Setup > Work > Tasks > Task Edit) as needed.
Furthermore, administrators can apply Budget Notifications to multiple Projects and Tasks by using customizable Filters. This functionality extends the use of Budget Notification Templates, allowing consistent and efficient communication across a wide set of records based on defined criteria.
