Adding a Budget to Matter - Budget by Total

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 total:

1. Find the relevant matter click into its Matter Overview Page.
2. Navigate to the Budgets tab.
3. At the top of the budgets tab, you will see Set Budget By __ and then a dropdown option. From the dropdown, select By Total.
4. Enter a value in the open text field Total Budget below.
   • The value should be entered in the same currency as the matter currency. The matter currency can be found in the matter details tab.
5. Confirm your entry by clicking  Set Budget by Total.