Creating and Viewing Phased Budgets in Brightflag

📌 Creating a Phased Budget

1️⃣ Find & Access the Matter

• Locate the relevant matter in Brightflag.
• Click into the Matter Overview Page.

2️⃣ Navigate to the Budgets Tab

• Go to the Budgets tab for that matter.

3️⃣ Add or Edit a Budget

• If no budget exists, click Add a Budget.
• If a budget already exists, click Edit Budgets to modify or delete it.

4️⃣ Choose Budget Type

• Select Phased as your budget type.

5️⃣ Add Phases

• Click Add Phase and enter a phase name.
• Try to use consistent phase names to help vendors understand the structure.
• As you type, previously used phase names will appear for selection.
• Press Enter or click Add Phase to confirm.
• Add as many phases as needed.

📢 Note: Vendors’ invoices can only be associated with one phase at a time.

6️⃣ Enter Budget Details

• Set a budget total (based on the matter currency).
• If the currency is incorrect, update it on the Matter Details Page before proceeding.

7️⃣ Set an Unassigned Budget (Optional)

• Also known as an internal or buffer budget, this amount won’t be visible to vendors.
• If not needed, set it to $0 or 0%.

8️⃣ Review & Confirm

• Click Next to proceed.
• The non-unassigned portion of your budget will be evenly split across vendors.
• Adjust vendor totals by clicking a cell, entering a new amount, and clicking the ✔ (tick) button.
• To distribute different amounts per month, click Phase Breakdown to expand the view and edit the cells.
• If you need to reset changes, click Reset Changes at the bottom of the grid.

9️⃣ Add More Phases (Optional)

• Click Add Phase to include additional phases.

🔹 Save & Finalize the Budget

• Click Save in the top right corner.
• Enter an internal comment, which will be logged in the Budget Changes Table (visible internally only).
• Click Confirm Changes.

📢 Note: Vendors will not be notified when you set or modify the budget. They will only see their allocated portion.

✏️ Editing a Phased Budget

1️⃣ Access the Budget

• Navigate to the Budgets tab of the matter.
• Click Edit Budgets.

2️⃣ Modify Budget Details

• Adjust vendor allocations, phase amounts, or other budget elements as needed.

3️⃣ Delete a Budget (If Necessary)

• A budget can be entirely deleted if required.
• Deleted budgets will still be logged for reference in the Budget Changes Grid.