BudgetsReference
Enforcement Modes Reference
Complete reference for budget enforcement modes
Enforcement Modes Reference
This reference documents all budget enforcement modes and their behavior.
Enforcement Mode Values
| Mode | Enum Value | Description |
|---|---|---|
| Track Only | TRACK_ONLY | Monitor spending without restrictions |
| Warn When Exceeded | WARN_WHEN_EXCEEDED | Show warning, allow booking |
| Require Approval | REQUIRE_APPROVAL_WHEN_EXCEEDED | Route to approval workflow |
| Block | BLOCK_WHEN_EXCEEDED | Prevent over-budget bookings |
Mode Behaviors
TRACK_ONLY
| Aspect | Behavior |
|---|---|
| When over budget | No action |
| User sees | No indication |
| Booking proceeds | Yes, always |
| Violation logged | Yes |
| Budget can go negative | Yes |
Use cases:
- New budget implementation
- Executive travel
- Reporting-only mode
- Pilot programs
WARN_WHEN_EXCEEDED
| Aspect | Behavior |
|---|---|
| When over budget | Warning displayed |
| User sees | Warning message with excess amount |
| Booking proceeds | Yes, after acknowledgment |
| Violation logged | Yes |
| Budget can go negative | Yes |
Warning message format:
This booking will exceed your budget by {excessAmount} {currency}Use cases:
- Soft limits
- Employee awareness
- Gradual enforcement
- Trust-based culture
REQUIRE_APPROVAL_WHEN_EXCEEDED
| Aspect | Behavior |
|---|---|
| When over budget | Booking request created |
| User sees | Approval required message |
| Booking proceeds | Only after approval |
| Violation logged | Yes |
| Budget can go negative | Yes (if approved) |
Workflow:
- User submits booking request
- Budget reserved (pending)
- Manager reviews request (sees budget context)
- If approved → user completes booking
- If rejected → budget released
Use cases:
- Controlled flexibility
- Manager oversight
- Audit trails
- Cost center control
BLOCK_WHEN_EXCEEDED
| Aspect | Behavior |
|---|---|
| When over budget | Booking blocked |
| User sees | Insufficient budget error |
| Booking proceeds | No |
| Violation logged | Yes |
| Budget can go negative | No |
Block message format:
Unable to complete booking. Insufficient budget.
Available: {available}, Required: {amount}, Shortfall: {excess}Use cases:
- Hard budget limits
- Financial constraints
- Compliance requirements
- Project budget lockdown
Evaluation Summary
| Situation | Track Only | Warn | Require Approval | Block |
|---|---|---|---|---|
| Within budget | Allow | Allow | Allow | Allow |
| Over budget | Allow | Warn | Require Approval | Block |
Budget Actions
The evaluation returns one of these actions:
| Action | Value | Description |
|---|---|---|
| Allow | ALLOW | Proceed with booking |
| Warn | WARN | Show warning, allow continue |
| Require Approval | REQUIRE_APPROVAL | Create booking request |
| Block | BLOCK | Prevent booking |
Default Enforcement
The default enforcement mode for new budgets is configured in company settings.
| Setting | Default |
|---|---|
defaultEnforcementMode | WARN_WHEN_EXCEEDED |
Changing Enforcement
- Enforcement mode is set per budget
- Can be changed at any time
- Changes apply to new bookings immediately
- Existing pending reservations not affected
Related Topics
- Enforcement Modes Concept - How enforcement works
- Company Settings - Set defaults