Matter Budget Search

The Matter Budget Search page, available under Monitoring & Budgets, allows you to review statistics for matters with budgets that match specific search criteria.

Filter and Display Options

Before performing a search, you can configure various filter and display options from the bar at the top of the page.

Filter/Option	Available Options
Period	Current Month Last 3 Months Year to Date Last 6 Months All Time Last 12 Months One Month Last 13 Months Whole Year Last 24 Months   Last 36 Months
Grouping	Group by Client Group by Matter Subtype Group by Responsible Lawyer Group by Department Group by Billing Lawyer Ungroup Group by Matter Type
Matter Role	All Matters Member Administrator Originating Lawyer Billing Lawyer Owner Matter Manager Responsible Lawyer
Display	Display by Matter Display by Phase Display by Task Code
Recurrence	All Budgets Total Budgets Monthly Budgets
Include Exclusion	No
	Yes

Search for Matters

• You can search by Client, Matter, andMatter Kind.
• You can further select the radio options to search for All Matters or Only Matters with Budgets.

• Click the Search button. Click the Advanced button to open the advanced search form.
• To save a search, click the Save button. On the Please Name This Search pop-up window, enter a name for the search and click OK.
• To view a saved search, on the navigation pane on the left side of the screen, click the Saved Search tab. Click on the saved search to view the corresponding results.
• To delete a saved search, on the Saved Search tab, hover your cursor over a custom saved search so that it appears highlighted and an X displays to the right of it. Click the X. Click OK on the confirmation message window to delete the search.

Search Results

Field	Description
Matter	Matter name and number. Click to access the Matter Performance screen. Note: The matter name hyperlink will only be available if the user has the matter permission- View Since Inception Under Performance Reports. This can be set in Admin: Permission Group: Matter.
Phase	Phase name (if viewing at phase or task code level).
Task Code	Task code (if viewing at task code level).
Performance Indicator	A gray bar represents the budgeted amount, with a colored bar over it representing the value of the hours entered so far. The bar might be green if the matter/phase is still well under budget, yellow if it is approaching the budgeted amount, and red if it is over budget. SQL Server Analysis Services (SSAS) must be activated to see this field.
Pricing Model	Name of the active pricing model for this matter. Click the link to access the matter's Budget screen.
Entered Amount	Total amount entered for matter/phase. This includes billed as well as WIP hours.
Remaining	Equal to Budgeted Amount minus Entered Amount.
Billed Amount	Value of all hours invoiced to the client for this matter/phase.
WIP Amount	Value of all hours entered but not yet invoiced for this matter/phase.

Tip: You can click any column header to sort the list by that column, then click the column header again to reverse the sort order.