Gain Insights into Projected Costs by Using Monetary Caps

Improve spend governance by allocating estimated expenses to individual participants before incurring the actual costs for an event. Support compliance controls by checking monetary caps while adding an account to an event. Make more informed decisions with instant alerts for limit breaches, and provide transparency by flagging overages and discrepancies.

Where: This feature is available in:

  • Lightning Experience in Enterprise and Unlimited editions with the Life Sciences Cloud license and the Life Sciences Cloud for Customer Engagement add-on license, and where the Life Sciences Cloud for Customer Engagement managed package is installed.
  • Life Sciences Cloud mobile app for iOS (iPad only).

How: In the Developer Console, create Provider Activity Measure Type records to set up monetary caps for actual, estimated, and committed buckets.