Administration > Global Settings > Budget Settings

Budget Settings

Section

Description

Phase Level Visibility

Sets the guard rails for the free text, coded phases and uncoded phases.

To reset the default out of the box visibility, click the Reset Plan Level Visibility button.

Default Resource per Mode

Choose the type of resource lookup that defaults (Person or Class) when setting up a budget in Hours Mode and in Amount Mode. Users will still be able to switch to the other lookup type.

Budget Reports

Select the checkbox next to each report that should be visible on the Budget Reports screen in the Matter Performance module. Note that not all reports will apply to all budget types.

Budget Performance Reports Order

Determine the order in which the budget reports display by entering numbers from 1 (top) to 10 (bottom) or from 1 (left) to 10 (right), depending on screen resolution and orientation.

Budget Pricing Model Defaults

Enter the default name that should be given to a new pricing request created via the Request Matter Plan wizard. Select the extra expiration days for the arrangement, to make it selectable, even after the period is over. Check box to activate multiple pricing models for a single matter.

Percentage Completion Thresholds

Setting	Description
Green to Yellow Threshold	Indicate at what percentage a yellow warning message appears at the top of the Budget page alerting the user that the difference between the percent completion and the budget.
Yellow to Red Threshold	Indicate at what percentage a red warning message appears at the top of the Budget page alerting the user that the difference between the percent completion and the budget.
Phase Percentage Completion Request Interval (in days)	Enter a number indicating how often users should receive messages asking them to update phase percentage completion (e.g., every 7 days).