Budget Tab

To add a phase to a budget:

1. Click the Add Phase button. The New Phase window appears.
2. Optionally, select a predefined Phase Code. This determines the tasks and activities included. If you do not select a code, enter a Phase Name to describe the phase's purpose.
3. Enter a Start Date for the phase.
4. You can enter a number in the Duration field and then select the appropriate unit of time (Days, Weeks, Months, or Years) if the phase duration is known. You can also select Specified Date and enter an End Date, or leave the default duration of Ongoing.
5. From the Budget Recurrence drop-down, select Phase budget (no recurrence) if this is a one-time budget, or Monthly Budget if the amount budgeted will be spent each month.
6. The View Option defaults to Spreadsheet View and cannot be changed.
7. The Rate defaults to Firm Standard Rate and cannot be changed.
8. The Fee Arrangement defaults based on the active pricing model fee arrangement , but you can select a different arrangement if applicable.
9. For the Budget Mode, select one of the following:
   • Monitor Only: Enter a target amount for the phase without making personnel/hours assignments.
   • Hours: Assign personnel and target hours for the phase, and derive the amount based on this information.
   • Amount: Enter a target amount for the phase, and then assign personnel/hours accordingly. You can simply select a predefined team, or you can do detailed planning that will allow you to modify personnel, hours, and percentages on a person-by-person basis.
   • Tasks: Build a budget by adding individual tasks at each phase and modifying the associated activities as necessary. Personnel assignments are made at the activity level.
   • Hours & Task Code: Choose team members and determine the number of hours each team member will spend on each task. The budget amount calculates accordingly.
   • Amount & Task Code: Enter a target amount for each task within the phase, which adds up to the budget total. Assign the personnel who will be performing each task to determine the hours required.
   • Task Code Monitor: Enter a target amount for each task without making personnel/hours assignments.
10. Click Save.

To add a team to a budget:

1. Click the Add Budget Team button on the Budget tab. The Add Budget Team window appears.
2. Select a team template from the Team Template drop-down menu. A list of people or classes populates. You can remove a resource from the list by clicking the X to the right of the resource's name. The deleted resource name is greyed out. To add the deleted member back, click on the ü sign.
3. To add resources to the Budget team, click the Add Other Resource button.
4. Click the Save button to continue. The Fee Budget tab refreshes and the selected team members are displayed.

To add procedures:

1. Select the pricing model and click Edit on the Budget tab.
2. Click the Add Procedures button on the Budget tab, to add additional procedures from the template used for the matter budget.
3. All Procedures listed in the template are displayed. Enter the lines, quantity and scale/size for the procedures and click Save
4. The Procedures are now added to the list in the Fee Budget tab.
5. The Add Procedure button at the lower left corner, allows you to select and add procedures created in Umbria previously and not just specific to the template used for the budget.

To reassign resources to a budget:.

1. Select a pricing model and click the Reassign Resources button on the What If tab. The Reassign Resources window displays.
2. For the Assign To field, determine whether you are reassigning to specific People or to Classes of timekeeper.
3. The Scope defaults to All phases. If you would like to see only a certain phase or phases, select Selected phases and click the checkbox next to each phase you wish to include.
4. All people/classes assigned to the selected phases display. Make a selection from the To Person or To Class drop-down to reassign.
5. Click the calculator icon to the right of the Assign To and Scope fields. The chart on the right side of the pop-up window refreshes and shows the differences based on any changes made.
6. Click Save to apply your changes to the pricing model, or Cancel to exit the screen without making reassignments.

To adjust phase amounts:

1. Select a pricing model and click the Adjust Phase Amounts button on the What If tab. The Phase Budgets window displays.
2. Enter a revised quantity in the Amount field and/or change the numbers in the Ratios column for each phase. The total percentages in the Ratios column must add up to 100.
3. Click Save to apply your changes to the budget or Cancel to exit the screen without committing changes.

To delete a phase from the budget:

1. Make sure that the phase you wish to delete is currently displaying. You can use the arrow buttons between the Save and Close buttons at the bottom of the screen to navigate between multiple phases.
2. Click the Delete Phase button on the Budget tab.
3. A confirmation message displays. Click OK to delete the phase.

To recalculate budget based on changes:

1. Click the Recalculate button on the Budget tab.
2. A confirmation message appears. Click OK to continue. The screen reloads and all figures are updated to reflect any changes made.

To edit budget in the Budget wizard:

Click the Edit in Wizard button on the Budget tab. The Create Budget wizard opens. Steps vary based on the selected budget mode.

To convert Budget Mode from Amount to Hours:

Click the Edit option on the Budget tab.

Click the Convert Amount to Hours Budget button on the Budget tab.

The Budget mode is now changed to Hours