Budget

Introduction

Mavvrik's budget feature allows you to track and be alerted of your organization's spending on resources based on the set strategic budget amount. You can check the progress of your budgets from the dashboard. By setting up alerts, users will be kept updated on budget progress. The budget performance for the past 12 months can also be checked by clicking 'History' from the actions menu

Budget Workflows

The Budgets list

This is the page you land on before creating a budget. Alongside the "+ Budget" button, the page header also has Share, Bookmark, Subscription, Screenshot, Info, Reload, and Help icons.

The list table's columns are:

• Name — clicking it takes you directly to the page the budget's scope applies to (Cost, AI Assist, a specific Cost Allocation, etc.), with the same cost options pre-applied.

• Description

• Scope — All, Perspective: <name>, or Cost Allocation: <name>.

• Source — the Data Source, e.g. Cloud, AI Assist.

• Actual — actual spend so far against the budget.

• Budget — the budget amount.

• Utilization — a progress bar showing % spent (can exceed 100% if over budget).

• Start / End

• Owner

• Created

• Action — History, Clone, Edit, and Delete icons.

Steps to create a Budget

1. Login with user roles as Owner/Editor

2. Click on Menu

3. Click on Budget

4. Click on +Budget

5. Enter Name & Description

6. Select Budget Scope: All, Perspective, Custom, or Cost Allocation

   • All (default): all resource costs will be tracked for the budget.

   • Perspective: select perspectives which are already created (Perspectives ) & that perspective's filters will be applied to the budget..(Perspectives)

   • Custom: create your own custom filters using basic or advanced filter for budget

   • Cost Allocation: scope the budget directly to one of your existing Cost Allocations — you can create a budget for an allocation at any level (business, segment, unit, or shared cost). This is its own Scope option, not a variant of Custom.

7. Select Data Source: Cloud/AI/Kubernetes/Datacenter/SaaS

   • Cloud: All public cloud accounts cost will be tracked for the budget.

   • AI: All AI accounts cost will be tracked for the budget.

   • Kubernetes: All Kubernetes accounts cost will be tracked for the budget.

   • Datacenter: All Datacenter accounts cost will be tracked for the budget.

   • SaaS: Select the SaaS like Databricks,MongoDB etc which you onboarded

8. Configure how the cost is calculated:

   • Cost Field — a dropdown for Actual, Net Actual, Amortized, or Net Amortized, the same cost-field choice used on the Cost dashboards.

   • Options — Discount / Refund / Tax & Credit toggle chips, all included by default; click the "x" on any of them to exclude that component from the budget's cost calculation.

9. Enter the start Month and end Month.

10. select the owner of the budget

11. you can select the team also

12. Click on Next — this moves you to the Amount tab

The Amount tab

13. Enter the Budget Amount ($) — this is the total budget for the whole period you set in step 9.

14. Click on Next — this moves you to the Alerts tab

(If you want to add the Alerts then follow the following Steps otherwise jump to Step 19)

15. Enter % of the budget as a threshold. So you will be notified once the budget amount reached the threshold value.

    • Auto: don't trigger alert if it's a 'natural' cost progress in the month, e.g. for alert with threshold 90%, and if this month has 30 days - only alert if the actual cost exceeds 90% of the budget amount before the 27th of the month.

    • Set Date, e.g. for alert with threshold 75% and date-threshold is set to 20 - only alert if the actual cost exceeds 75% of the budget amount before the 20th of the month.

Note. fix date is only provided for 1st to 28th … for the remainder date of the month, use 'Last 3 days', 'Last 2 days' and 'Last day' options.

16. Select the users to Notify ( You can select multiple users)

17. Select channels to Notify ( You can select Multiple Channels)

18. Click on Create

19. New Budget is created and displayed as shown below.

When you select the number of rows, you will be able to view that same quantity of rows on the page.

Steps to view the Budget History

1. Click on the History icon

2. The history of budgets will be displayed as follows (the forecast can be viewed on the hovering grey bar chart)

Steps to edit Budget

1. Click on the Edit icon

2. Change the Amount

3. Click Update

Steps to Delete Budget

1. Click on the Delete icon

2. Click Delete from the pop-up

Clone Budget

Clone an existing budget to quickly create a new one with the same setup already in place.
This is useful when you need a similar view for another team, business unit, environment, or customer use case.
Instead of rebuilding filters and structure from scratch, you can start with a copied version and make only the needed changes.
The cloned budget is independent, so updates to it do not affect the original.

1. Login with user roles as Owner/Editor

2. Click on Menu

3. Click on Budget under Admin

4. Click on the Clone icon (You can see same filtered options selected)

5. Edit the required filters

6. Click Next → Next → Create

Page Tools

Header Icons

Share

If you click on the "share" link, a link to the current page will be copied to your clipboard. You can then share this link with other team members, allowing them to access the same data and filters as you. This can be useful for collaborating with others and sharing information about your Budgets.

Bookmark and Subscription

The header also includes Bookmark and Subscription icons. See Subscriptions for how the Subscription feature works.

Screenshot

If you click on the camera icon, you can take a screenshot of the current page and download it as a PDF file. This can be useful for saving a copy of the data or for sharing it with others.

Reload Option

The "reset" option allows you to clear all filters and selections from the page, returning it to the default view. This can be useful if you want to start over or view the data in its original form.

Info

The "last updated" date and time stamp show when the data on the page was last refreshed. This can be useful for understanding the age of the data and determining if it is up to date.

Help

If you click on the "?" icon, you can access the help documentation for the page. This can provide you with additional information and guidance on using the page and its features.

Troubleshooting

• If a newly created budget shows no data yet, this is expected — it can take up to 24 hours for the system to discover and populate data after creation.

• If budget alerts stop arriving, check whether the budget owner or notified users are still active accounts — an alert tied to a deactivated user will stop reaching anyone.

• If you need to change a budget's scope or filters and can't find the option, that's expected — scope and filters are locked after creation. Clone the budget to start a new one with a different scope instead.

FAQs

What happens if actual spend exceeds the budget amount?
Nothing is blocked or stopped automatically — a budget in Mavvrik is a tracking and alerting tool, not a hard spending cap. Exceeding it triggers whatever threshold alerts you've configured; it doesn't prevent further spend. The Utilization column can show more than 100% Spent when this happens.

Can I change a budget's scope after creating it?
No — the scope and filters are locked once a budget is created (only the amount can be edited afterward). If the scope needs to change, clone the budget and create a new one with the corrected scope instead.

Can I set a different budget amount for each month instead of one flat total?
Yes — on the Amount tab, check "By Month" to replace the single Budget Amount field with a month-by-month table where you set each calendar month's amount individually.

Can I scope a budget directly to a Cost Allocation?
Yes — Cost Allocation is one of the four Scope options (alongside All, Perspective, and Custom), letting you track a budget against a specific allocation at any level (business, segment, unit, or shared cost).