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> Use this file to discover available pages before exploring further.
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# Budget Management - Old DPO Design

This article explains how to **set, track, and enforce budget limits** for purchase orders in **Digital Purchase Order (DPO)**. You'll learn how to configure budgets, connect them to P.O.s, monitor usage in real time, and manage sub-budgets. With built-in warnings and full visibility during the approval process, the **Budget Management** feature helps ensure spending stays aligned with financial goals.

||| **Already using DPO's new design?** [You can find the corresponding article here](https://help.digitalpurchaseorder.com/en/article/budget-management-in-dpo-13irzqt/)

### How to Use Budget Management in DPO
Activate the Budget Feature:

1. Go to the **Administration** area
2. Select the **Budgets** tab
3. Click **Add Budget**


 ![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-03-18-at-10193_nn5el0.png =769xauto)

 
**Set Budget Parameters:**

1. Give your budget a name
2. Define the **spending limit**
3. Optional: Enable an **over-budget tolerance**:
* As a percentage
* Or a fixed amount
 
 

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-03-18-at-10211_gj9xds.png =411xauto)

### **Add Sub-Budgets (Optional)**

* Create **sub-budgets** for detailed tracking within a larger budget
* Useful for separating costs by project, department, or time period
 
 
![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-03-18-at-10220_z9ynp5.png =585xauto)


###### Decide if a budget should be mandatory

You can define at any time in your settings under “**Budgets**” whether a budget is required when creating a P.O.



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-03-18-at-10230_50jb5h.png =473xauto)

### **Apply Budgets When Creating a P.O.**

1. Select the relevant budget while editing the P.O.
2. Choose a **sub-budget**, if needed
3. If the PO exceeds the **budget limit**:
* DPO will either issue a **warning**
* Or **block the submission**, based on your configuration
 


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2025-08-25-at-14070_1geozov.png =766xauto)

 
### **Monitor Budget Usage**

1. Open any P.O. from the Purchase Order section
2. DPO shows:
* The **percentage of the budget used**
* The **sub-budget status**, if applicable

3. This allows decision-makers to approve P.O.s with full financial insight
 
![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-03-18-at-10242_w0ijxb.png =752xauto)


4. Alternatively, the full budget can be viewed under *Budget Overview*


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2025-09-22-at-10491_y77wh0.png =757xauto)


###### Is a P.O. missing a budget? Add or update it anytime

1. Make sure you have the **“Can edit budgets”** permission in your user profile.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-03-18-at-10253_fne1mg.png)

2. Open the P.O. and click on the edit (pencil) icon.
3. Then decide whether you want to update the existing budget or, if none has been assigned yet, add a new one.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-03-18-at-10272_s3ukci.png =797xauto)

**Any Questions?**
Our support team is happy to help:
Email: support@digitalpurchaseorder.com
Phone: +1 888 376 7254
[Or schedule a free demo](https://calendly.com/d/gpk-ppc-rjg) – we look forward to hearing from you