| 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 |
| 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).
|
|
