Brightflag

Budgets

💡 Frequently Asked QuestionsQ: How can I report on my budgets?You can generate a budget report using the Matter Spend vs. Budget Report. T...

Budgeting in Brightflag –  FAQ

Brightflag applies various invoice budget flags to help track budget overruns. These include:

Budget Overrun
Budget Overrun 75%
Budget Ov...

What flags are there for budgets?

Yes, a monthly budget can be migrated to a fiscal year, fiscal quarter, or life-of-matter (LOM) budget style. If you need to make this cha...

Can I change my budget from one type to another?

Vendor budget requests can be submitted for each month or each fiscal quarter. These requests can only be made for current or future month...

How are vendor budget requests handled?

Vendor visibility for matter-level budgets can be controlled in Matter Settings under the Matter Form tab.

How can I set whether or not my vendors can see matter-level budgets?

Budget FAQ

Once Cost Center Budgets are created, Brightflag provides spend data and forecasts to help interpret budget performance.ForecastingEach Co...

Interpreting Cost Center Budget Results

Managing Budgets

📌 Setting Up a Periodic Budget1️⃣ Find &amp; Access the Matter
Locate the relevant matter in Brightflag.
Click into the Matter Overview Pa...

Creating Periodic Budgets

📌 Who Can Set &amp; View Cost Center Budgets?

Admin and Overview users can create and view all budgets.
Other users can be granted access...

Creating Cost Center Budgets

This article explains why the Phased budget type may not appear and how vendor users can create, view, and edit phased budgets in Brightfl...

Creating Phased Budgets in Brightflag

Budget Setup & Configuration

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 Mo...

Adding a Budget to Matter by Phase

Adding a Budget to Matter by Quarter

The purpose of this article is to share best practices for how calculating and creating an accurate budget for your matter.
Setting a good...

Estimating a Matter Budget

Adding a Budget to Matter by Total

Adding a Budget to Matter by Month

A Life-of-Matter budget sets a single budget for the entire lifetime of a matter. This budget can be entered at the matter creation stage ...

Creating a Life-of-Matter Budget in Brightflag

 
🔹 Client Portal / Internal View
📥 Places Where a Budget Can Be Entered

Matter Creation Form
Internal Matter Request Form
Bulk Matter Cr...

Where Do Matter Budgets Appear in Brightflag?

When you have added a periodic [link] or phased [link] budget, you can now start to view and interpret the spend vs budget on your matter....

Interpreting your matter budget charts

Internal Budget Approval Workflows in Brightflag give your team added oversight by routing internally created budget requests for review b...

Internal Budget Approval Workflows

Currently, Brightflag only supports one budget type per matter.

🔹 Budgeting Rules in Brightflag
✔ Each matter can be assigned one budget ...

Using Different Budget Types in a Single Matter

Creating Matter Budgets

Budget Requests allow vendor law firms to submit matter budgets for approval in Brightflag. This helps teams review proposed budgets befor...

Budget Requests in Brightflag

Budget Requests

Setting up and maintaining budgets is essential for cost control and spend forecasting. Brightflag offers multiple budgeting methods to he...

Budgeting in Brightflag – Overview & Best Practices

Brightflag allows administrators to define which invoice date field is used when calculating spend against budgets.This setting affects ho...

Configuring the Date Type for Budgeting

In March 2022, you will have significantly more control over how you set and interact with matter budgets. This article explains what has ...

What’s changed with budgeting?

Budgeting Overview

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