Budget management

A budget helps you organize and track credit usage in your UP42 account by grouping orders and processing jobs by cost center. This provides better visibility into spending and can be linked to a project ID for internal tracking.

Assign a budget when creating orders or processing jobs to attribute credit consumption.

1. Open the console.
2. In the bottom-left corner, click your user icon → Account management.
3. Go to Budgets and click Create new +.
4. Enter a budget name and set its status to Active or Inactive. Optionally, add a description and specify the ID of an external project linked to the budget.
5. Click Create budget.

1. Open the console.
2. In the bottom-left corner, click your user icon → Account management.
3. Go to Budgets and select the budget you want to edit.
4. Make your changes and click Save budget.

1. Open the console.
2. In the bottom-left corner, click your user icon → Account management.
3. Go to Budgets and select the budget you want to edit.
4. Click and select the available option:
   • Reactivate will change the budget’s status to Active.
   • Deactivate will change the budget’s status to Inactive.

1. Open the console.
2. In the bottom-left corner, click your user icon → Account management.
3. Go to Budgets and select the budget whose consumption you want to see.
4. Filter transactions with the following options:
   • By start or end date
   • By transaction type

You can get a detailed CSV file with all transactions associated with a budget.

1. Open the console.
2. In the bottom-left corner, click your user icon → Account management.
3. Go to Budgets and select the budget whose consumption you want to export.
4. Click CSV.
5. Select a date range. Start and end dates are fixed at UTC and don’t adjust for local time zones. The start date is set to 00:00 UTC, and the end date is set to 23:59 UTC.
6. Click Download.

When enabled, budget enforcement requires all account users to select a budget for every order or job at checkout. To change this setting:

1. Open the console.
2. In the bottom-left corner, click your user icon → Account management.
3. Go to Budgets and toggle Enforce budget selection on or off.

1. Open the console.
2. In the bottom-left corner, click your user icon → Account management.
3. Go to Budgets.