You can set matter budgets in Brightflag in a variety of ways:
Budget by Total: Set a budget for the lifetime of the matter
Budget by Month: Set a budget by month for the matter
Budget by Phase: Set a budget for each phase you have defined in the matter
Budget by Quarter: Set or request a budget to be broken down by fiscal quarter.
To Set a Budget by Month:
Find the relevant matter click on its Matter Overview Page.
Navigate to the Budgets tab.
At the top of the budgets tab, you will see Set Budget By __ and then a dropdown option. From the dropdown, select By Month.
Select a Start Date, Start Year, End Date, and End Year.
Enter a value in the open text field Total Budget below. This is the amount to be budgeted for the date range you have entered.
The value should be entered in the same currency as the matter currency. The matter currency can be found in the matter details tab.
Click Set Budget by Month.
Confirm your entry by clicking Save to the right of the new budget.