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 into 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.