Request Matter Plan Wizard
A Partner clicks the Matter Planning Request Wizard button from the Quick Actions menu to quickly create a new budget model, a pricing/budget request that may be further refined by the Pricing department or further reviewed by the partner creating it.
Note: The wizard includes the ability to create or select existing fee arrangements. Fee arrangement creation/selection is required to complete the wizard process.
Tip: You can show / hide the Request Matter Plan wizard on the Quick Menu for various users. Admin: Permission Group: Quick Menu> View New Pricing Request Matter Plan Command.
Submitting a Request for Matter Planning
- Click the Matter Planning Request Wizard button from the Quick Actions menu. The Request for Matter Planning screen appears.
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Fill out the applicable fields on the Initial Request page, using the table below as a guide. Note that not all fields are available for every scenario.
Field Instruction Appears Who is this request being made on behalf of: * This field defaults to the name of the person currently logged into Umbria. If impersonating another user, you may need to change this field to select the correct responsible attorney. Is this for a new or existing matter? * Select the appropriate radio button. If new, enter the Name of the opportunity. If existing, choose the existing matter from the Please pick existing matter drop-down menu. Is this an existing client? * Select the appropriate radio button. If new, enter the client name in the Please provide client name field. If existing, choose the existing client from the Please pick existing client drop-down menu. Plan at: Choose either Matter Level or Phase Level. Budget Mode: * Select a type of budget from the drop-down menu.
If planning at Matter Level, select one of the following:
- Amount: Enter a target amount for the matter as a whole, and then assign personnel/hours accordingly.
- Hours: Assign personnel and target hours and derive the budget amount based on this information.
- Monitor Only: Enter a target amount for the matter without making personnel/hours assignments.
If planning at Phase Level, select one of the following:
- Amount: Enter a target amount for each phase and then assign personnel/hours accordingly. You can simply select a predefined team for each phase, or you can do detailed planning that will allow you to modify personnel, hours, and percentages on a person-by-person, phase-by-phase basis.
- Amount & Task Code: Enter a target amount for each task within each phase, which adds up to the budget total. Assign the personnel who will be performing each task to determine the hours required.
- Hours: Assign personnel and target hours for each phase, and derive each phase's amount based on this information.
- 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.
- Task Code Monitor: Enter a target amount for each task without making personnel/hours assignments.
- Procedures: 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.
- Monitor Only: Enter a target amount for each phase without making personnel/hours assignments.
Start Date/End Date Enter the budget start date. The default is current date. Enter an end date for a matter-level budget. For an exsisting Matter, default date is the Matter Start date. The First time entry date is also displayed (only if the matter has a time entry) What is the matter type?
The selection you make here drives which templates are available.
Available only if planning at PhaseLevel or for a New Matter Areas of Law Select one or more areas of law from the drop-down menu. Your selections are added as metadata and drive which templates are available. Available only if planning at PhaseLevelor for aNew Matter Sub-types Select one or more sub-types from the drop-down menu. Your selections are added as metadata and drive which templates are available. Available only if planning at PhaseLevel or for aNew Matter Do you have an estimated amount? * Type an estimate for the total budget, rounding to the nearest dollar. Appears only for applicable budget modes. At Matter Level: for Budget Types Amount, and Monitor Only.
At Phase Level: for Budget Types Amount.
Please select template: * Choose a template from the drop-down menu. Click the Details link for Phase and Task preview for the selected template.
Tip: If this drop -down is not populated, change the selection for templates in User Settings>Matter Planning Preferences>Template Selection for Phases, Tasks, and Activities. In the section, for Guidance on template selection, select the option Use matter type, sub-type, area of law...
Available only if planning at Phase Level. Phases All phases are automatically selected. Click the checkbox to the left of a phase to remove it from the template for this budget. Available only if planning at Phase Level. What is the scope of work to be budgeted? * Type a summary of the work the firm is to do on this matter. This information may help the Pricing department make better decisions when building the final budget. Select currency for the matter: The matter currency that appears on the menu is pre-populated with the user preferred currency. When client changes, it is based either on the client fee arrangement or client. Selections from the drop-down menu are either reportable currencies set up in Admin or currencies set up on the Matter Planning Preferences page. This option is disabled for an existing matter. Enabled only for new opportunities. Does the matter require unique pricing? For an existing client: Select one of two options:
- No to apply an existing firm or client level fee arrangement to the existing matter, or
- Yes if an existing fee arrangement does not support the agreement with client and you want to change it. You can create a pricing model fee arrangement on a firm, client, matter, or pricing/ phase level.
For a new client: Firm arrangement will apply. Select No to apply the firm arrangement, or Yes to provide additional details on arrangement in the next field.
What is the base fee arrangement? Fee Arrangement lookup. Select the fee arrangement from the drop-down menu. (provides fee arrangement name, level of arrangement, fee type, and rate card, if specified). The Matter level arrangement is displayed. In absence of a matter level arrangement, the Client level arrangement is displayed and if there are no Matter or Client level arrangements, the Firm level arrangement is displayed. If there are no arrangements set up at all, the fee arrangement is defaulted to Firm Standard. Available only when selecting No for the previous option. Do you want to copy from an existing matter? Select from one of two options:
- Yes opens the Which existing matter fee arrangement would you like to copy from? drop-down. Select a matter-level arrangement from the menu. You can filter by Matter or Client.
- No provides the ability to create a new fee arrangement.
Available only when selecting Yes for an arrangement that requires unique pricing. Does the matter have multiple fee types? Select Yes or No. If Yes, click the Add button and add the fee type and their fee arrangement names to create multiple arrangements. This allows you to apply different rates and discounts to different phases of a budget. Repeat as needed. Available only when selecting No to copy arrangement from an existing matter. Available only if planning at PhaseLevel. What is the firm fee arrangement type that should be priced? Select fee type: Collar, Contingency, Fee Cap, Fixed Fee, Hourly (Standard), or Partial Contingency (Hourly) Available only when selecting No to copy arrangement from an existing matter. Amount Field Enter the firm fee amount. Available for all firm fee arrangements types except Contingency. Recurrence Select the recurrence time period for the fee arrangement. Available only when the firm fee arrangement is Recurring Fee Cap or Recurring Fixed Amount (Retainer) Which base rate do you want to use? Select the rate card on which you want to base the arrangement from the drop-down list. Available only when selecting No to copy arrangement from an existing matter. Rate Discount Specify the discount for the rate. The discount will apply to the rate on all phases of the budget. This allows a single fee arrangement to have a single rate card.
If you wish to apply different discount rates to different phases, select the option to add multiple fee types. (refer to Does the matter have multiple fee arrangements? above).
Available only when selecting No to copy arrangement from an existing matter. Is not available for non-hourly or fixed fee types. Please provide the details (including discount or premiums): * Enter additional information on the fee arrangement, including any discounts or premiums. Available only when selecting Yes for an arrangement that requires unique pricing. Please provide any other pertinent information: This is an optional field to add any other information about the matter that didn't fit in the other fields provided. Available only when selecting Yes for an arrangement that requires unique pricing. You can either submit these details or do the budget planning in the rest of the wizard? * Opt to submit the current information to Pricing or perform additional budget planning before sending. Note: Fields marked with an asterisk are required in order to progress to the next screen.
Tip: Selections made on the Matter Planning Preferences page in User Settings determine which fields are automatically selected in the Request Matter Plan Wizard.
- Click the Next button when finished.
If you chose to Submit information to pricing, you are taken to the Review pricing request and ask for approval screen. Click the Finish button.
If you chose to Perform budget planning, the screen you are taken to depends on what selections you made above.
If you opted to budget at Matter Level and chose a budget mode of Monitor Only, you are taken directly to the Review & Submit screen. If you selected a different budget type, see the corresponding instructions below.
Matter Level Budget:
Matter Level/Amount
Complete the page based on the table below. When finished, click Next to continue to the Review & Submit screen.
Note: On this page you define a budget with a single phase.
| Field | Description | Appears |
|---|---|---|
| Plan By |
Select Amount if you would like to divide a given amount among team members by percentage, and have the hours worked calculate automatically. Select Hours if you would like to be able to adjust each team member's hours. This may override the total budget amount. |
Available only for new opportunity |
| Estimated Fees at Standard Rate |
If you opted to plan by Amount, you can adjust this figure to match your estimated amount for the total budget. If planning by Hours, this field is locked down but updates based on any changes made to team members and their budgeted hours below. |
Available only for new opportunity |
| Leverage | Automatically figures the ratio of non-partner hours to partner hours worked. If planning by Amount, you can change this number to change the distribution of hours and/or percentage to the right of each Person/Class. | |
| Team | Select a predefined matter team from the drop-down menu. | |
| Hours Percentage | Editable only if planning by Amount. Enter the percentage of the Estimated Fees at Standard Rate that will be earned by each person/class. The total of the Percentage column must equal 100% in order to proceed; if it does not, you will be prompted to update and will be presented with a Fix link. | |
| Hours | Editable only if planning by Hours. Enter the number of hours each team member is anticipated to work. The Percentage column updates accordingly. | |
| Add / Edit / Delete | To add team members, click the Add button. To edit a member (e.g., select a different person or class), click the pencil icon. To remove a member, click the X in the far right column. | |
| Assumptions | Enter any additional information regarding resource assignments for this budget. | |
| Predicted Net Margin | Automatically populates after values above are entered. Calculates the predicted net margin percentage (revenue remaining after all operating expenses have been deducted from the total revenue) | |
| Rate Realization | Automatically populates after values above are entered (matter rates compared to firm standard rate in percentages) | |
| Profit Per Partner | If applicable, automatically populates after values above are entered (profitability of matter). |
Matter Level/Hours
If budgeting by Hours at the matter level, you are taken to a Setup Hours Budget screen. Complete the page based on the table below. When finished, click Next to continue to the Review & Submit screen.
Note: On this page you define a budget with a single phase.
| Field | Description |
|---|---|
| Phase Amount | This is the total amount budgeted for the entire matter, based on the hours and rates entered below. |
| Leverage | Automatically calculates the ratio of non-partner hours to partner hours worked, based on the hours entered for personnel below. |
| Team | Select a predefined matter team from the drop-down menu for this matter. |
| Hours | Enter the number of hours expected to be worked by each person/class. The Amount calculates as the number of Hours times the person/class's Rate, and the Phase Amount updates accordingly. |
| Add / Edit / Delete | To add team members, click the Add button. To edit a member (e.g., select a different person or class), click the pencil icon. To remove a member, click the X in the far right column. |
| Assumptions | Enter any additional information regarding resource assignments for this budget. |
| Predicted Net Margin | Automatically populates after values above are entered. Calculates the predicted net margin percentage (revenue remaining after all operating expenses have been deducted from the total revenue) |
| Rate Realization | Automatically populates after values above are entered (matter rates compared to firm standard rate in percentages) |
Matter Level/Monitor Only
Complete the page based on the table below. When finished, click Next to continue to the Review & Submit screen.
Note: On this page you define a budget with a single phase.
| Field | Description |
|---|---|
| Phase Amount | This is the total amount budgeted for the entire matter. |
| Leverage | Automatically calculates the ratio of non-partner hours to partner hours worked, based on the hours entered for personnel below. |
| Matter Type | This is auto-populated from the information selected in the Initial Request Screen. |
| Area of Law | This is auto-populated from the information selected in the Initial Request Screen. |
| Matter Subtype | This is auto-populated from the information selected in the Initial Request Screen. |
| Predicted Net Margin | Automatically populates after values above are entered. Calculates the predicted net margin percentage (revenue remaining after all operating expenses have been deducted from the total revenue) |
Phase Level Budget:
Phase Level/Amount
Set Up Fee Arrangement Details
This page appears only if the new opportunity has multiple fee types. The Arrangement name and the Fee Type is displayed here based on selection on the previous screen. The Fee Arrangement details can be modified here. You can also delete the arrangement. Click Next to continue.
Phase Dates
This page appears with the phases from the template selected on the previous screen with estimated start and end dates provided for each phase. The Matter Start Date is required, but the matter End Date is optional. You can modify any date field by clicking your mouse into a date field and selecting a new date.
Uncheck the box for Plan Phase, if you do not want to plan for a phase in the next steps of the wizard. The phase will not show in the Phase Budgets tab.
To remove a phase, click the X in the far right column. Click Next to continue.
Note: If a Phase does not have an End Date, the Phase will be defined as Ongoing in the UI. Phases cannot be added from this screen, nor can phase descriptions be changed.
Phase Budgets
This page allows you to quickly set up phase budgets, distributing the amount per phase and assigning a team from a template. Complete the page based on the table below. When finished, click Next to continue.
| Field | Description |
|---|---|
| Amount | Type an estimate for the total matter budget, rounding to the nearest dollar. |
| Calculate Phase |
Determine whether you would like to enter a percentage of the total amount for each phase, or a dollar amount. |
| Discount | |
| Team | Choose a predefined matter team from the drop-down menu. You can click the eye icon to the right to open the Review Phase Resources pop-up, which shows a breakdown of team members and their roles. |
| Percentage | This column is editable only when the By percentage radio button is selected for Calculate Phase. You can edit the distribution of the estimated fees at standard rate over the listed phases. The total of the Percentage column must equal 100% in order to proceed; if it does not, you will be prompted to update and will be presented with a Fix link. |
| Amount | This column is editable only when the Enter amount radio button is selected for Calculate Phase. You can edit the distribution of the estimated fees at standard rate over the listed phases. The Percentage for each phase then updates accordingly. The total of the Percentage column must equal 100% in order to proceed; if it does not, you will be prompted to update and will be presented with a Fix link. |
Phase Planning - Amounts
If you do a phase-level Amount budget and opt to do detailed planning, you are taken to a separate page for each phase that includes the following fields. After completing planning for each phase, click Next to proceed to the following phase. When all phases are completed, you are taken to the Review & Submit page.
| Field | Description |
|---|---|
| Plan by |
The Amount is divided in a given amount among team members by percentage, and the hours worked are calculated automatically. Click To Hours if you would like to be able to adjust each team member's hours. This may override the total budget amount. |
| Phase Amount |
If you opted to plan by Amount, you can adjust this figure to match your estimated amount for the total budget. If planning by Hours, this field is locked down but updates based on any changes made to team members and their budgeted hours below. |
| Leverage | Automatically figures the ratio of non-partner hours to partner hours worked. If planning by Amount, you can change this number to change the distribution of hours and/or percentage to the right of each Person/Class. |
| Discount |
If applicable, enter a percentage discount that this client will receive off the firm standard rate. If planning by Hours, each person's rate is reduced automatically. If planning by Amount, You will need to make one of the following selections to determine the effect on the total phase amount:
|
| Team | Select a predefined matter team from the drop-down menu for this matter. Note that changing the team will change the hours/percentages and you may be required to make adjustments in order to proceed. |
| Percentage | Editable only if planning by Amount. Enter the percentage of the Estimated Fees at Standard Rate that will be earned by each person/class. The total of the Percentage column must equal 100% in order to proceed; if it does not, you will be prompted to update and will be presented with a Fix link. |
| Hours | Editable only if planning by Hours. Enter the number of hours each team member is anticipated to work. The Percentage column updates accordingly. |
| Add / Edit / Delete | To add team members, click the Add button. To edit a member (e.g., select a different person or class), click the pencil icon. To remove a member, click the X in the far right column. |
| Assumptions | Enter any additional information regarding resource assignments for this phase. |
Phase Level/Amount & Task Code
Set Up Fee Arrangement Details
This page appears only if the new opportunity has multiple fee types. The Arrangement name and the Fee Type is displayed here based on selection on the previous screen. The Fee Arrangement details can be modified here. You can also delete the arrangement. Click Next to continue.
Phase Dates
This page appears with the phases from the template selected on the previous screen with estimated start and end dates provided for each phase. The Matter Start Date is required, but the matter End Date is optional. You can modify any date field by clicking your mouse into a date field and selecting a new date.
Uncheck the box for Plan Phase, if you do not want to plan for a phase in the next steps of the wizard. The phase will not show in the Phase Budgets tab.
To remove a phase, click the X in the far right column. Click Next to continue.
Note: If a Phase does not have an End Date, the Phase will be defined as Ongoing in the UI. Phases cannot be added from this screen, nor can phase descriptions be changed.
Select Team
Either choose a predefined matter team from the Template drop-down menu or click the Add button to add matter team members individually. You can change members by clicking the pencil icon, or remove members by click the X in the far right column. Click Next to continue to the next page.
Amount & Task Code Budget
This page is shown in a spreadsheet view similar to what you would see in Microsoft Excel, with the matter team members listed along the top and tasks or phases listed along the left. You can change any team member person to a fee class and vice versa by clicking the drop-down under a person's name or fee class's description.
If applicable, enter a Discount representing the percentage the client will receive off the firm standard rate. The Matter Rate for each person included in the table below is reduced accordingly.
To fill out the spreadsheet:
- Enter the total dollar amount anticipated to be spent on each task in the Task Amount column. The Amount and Leverage fields at the top of the screen also update accordingly. The Amount is the total budgeted for all tasks in this phase based, while the Leverage is the ratio of non-partner hours to partner hours entered for this phase.
- For each task, enter a percentage for each applicable team member, indicating the percentage of hours for each task that will be worked by each team member. The following fields then update:
- Percentage- Total percentage of the task amount that has been allocated. Must equal 100% for each task or you will be prompted to make adjustments before proceeding.
- Average Rate- Equal to the weighted average of the rates of the resources assigned. For example, if two resources (one with a rate of $200, one with a rate of $400) are each assigned 50%, the average rate is $300. But if the resource with a rate of $200 is assigned 75% and the resource with a rate of $400 is assigned 25%, the average rate is $250.
- Hours- Equal to the Task Amount divided by the Average Rate.
- Predicted Net Margin - Automatically populates after values above are entered. Calculates the predicted net margin percentage (revenue remaining after all operating expenses have been deducted from the total revenue).
Click Next when all task amounts have been entered and allocated. You are taken to the Review & Submit screen.
Phase Level/Hours
Multiple Arrangements (Optional)
If you added multiple fee types to a phase level budget, you are taken to a separate page for each arrangement to apply rate card or discount (non fixed fee types) or fixed fee amounts (for fixed fee types) for the arrangement . The Fee Types are also listed on the left panel. You can remove or add phases that are associated with the specific arrangement. Click Next to continue.
| Field | Description |
|---|---|
| Arrangement Name | Name of the arrangement that was added on the first screen of the wizard. |
| Fee Type | The fee type selected for the arrangement. For fixed fee types, a fixed Fee Amount field appears, where you can add the value. For non-fixed fees, Rate Card and Discount fields appear where you can select/enter values. |
| Associated Phases | The phases associated with the budget are pre-populated. You can select to remove phase(s) or add again from the drop-down list. |
Set Up Fee Arrangement Details
This page appears only if the new opportunity has multiple fee types. The Arrangement name and the Fee Type is displayed here based on selection on the previous screen. The Fee Arrangement details can be modified here. You can also delete the arrangement. Click Next to continue.
Phase Dates
This page appears with the phases from the template selected on the previous screen with estimated start and end dates provided for each phase. The Matter Start Date is required, but the matter End Date is optional. You can modify any date field by clicking your mouse into a date field and selecting a new date.
Uncheck the box for Plan Phase, if you do not want to plan for a phase in the next steps of the wizard. The phase will not show in the Phase Budgets tab.
To remove a phase, click the X in the far right column. Click Next to continue.
Note: If a Phase does not have an End Date, the Phase will be defined as Ongoing in the UI. Phases cannot be added from this screen, nor can phase descriptions be changed.
Phase Planning - Hours
If you do a phase-level Hours budget, you are taken to a separate page for each phase that includes the following fields. After completing planning for each phase, click Next to proceed to the following phase. When all phases are completed, you are taken to the Review & Submit page.
| Field | Description |
|---|---|
| Phase Amount | This is the total amount budgeted for this phase, based on the hours and rates entered below. |
| Leverage | Automatically calculates the ratio of non-partner hours to partner hours worked, based on the hours entered for personnel below. |
| Discount | If applicable, enter a percentage discount that this client will receive off the firm standard rate. Each person's rate is reduced automatically. |
| Team | Select a predefined matter team from the drop-down menu for this matter. |
| Hours | Enter the number of hours expected to be worked by each person/class during this phase. The Amount calculates as the number of Hours times the person/class's Rate, and the Phase Amount updates accordingly. |
| Add / Edit / Delete | To add team members, click the Add button. To edit a member (e.g., select a different person or class), click the pencil icon. To remove a member, click the X in the far right column. |
| Assumptions | Enter any additional information regarding resource assignments for this phase. |
| Predicted Net Margin |
|
Phase Level/Hours & Task Code
Set Up Fee Arrangement Details
This page appears only if the new opportunity has multiple fee types. The Arrangement name and the Fee Type is displayed here based on selection on the previous screen. The Fee Arrangement details can be modified here. You can also delete the arrangement. Click Next to continue.
Phase Dates
This page appears with the phases from the template selected on the previous screen with estimated start and end dates provided for each phase. The Matter Start Date is required, but the matter End Date is optional. You can modify any date field by clicking your mouse into a date field and selecting a new date.
Uncheck the box for Plan Phase, if you do not want to plan for a phase in the next steps of the wizard. The phase will not show in the Phase Budgets tab.
To remove a phase, click the X in the far right column. Click Next to continue.
Note: If a Phase does not have an End Date, the Phase will be defined as Ongoing in the UI. Phases cannot be added from this screen, nor can phase descriptions be changed.
Select Team
Either choose a predefined matter team from the Template drop-down menu or click the Add button to add matter team members individually. You can change members by clicking the pencil icon, or remove members by click the X in the far right column. Click Next to continue to the next page.
Hours & Task Code Budget
This page is shown in a spreadsheet view similar to what you would see in Microsoft Excel, with the matter team members listed along the top and tasks or phases listed along the left. You can change any team member person to a fee class and vice versa by clicking the drop-down under a person's name or fee class's description.
If applicable, enter a Discount representing the percentage the client will receive off the firm standard rate. The Matter Rate for each person included in the table below is reduced accordingly.
To fill out the spreadsheet, for each task, enter the anticipated number of hours expected to be worked by each team member in the corresponding column. The following columns then update:
- Hours- Total number of hours anticipated to be worked on this task.
- Average Rate- Equal to the total number of Hours entered for this task by the total Amount budgeted for the task.
- Amount- Equal to the sum of the hours entered for each employee for this task times the employe rate.
The Amount and Leverage fields at the top of the screen also update accordingly. The Amount is the total budgeted for all tasks in this phase based, while the Leverage is the ratio of non-partner hours to partner hours entered for this phase.
Click Next when all task hours have been entered.
Phase Level/Procedures
Set Up Fee Arrangement Details
This page appears only if the new opportunity has multiple fee types. The Arrangement name and the Fee Type is displayed here based on selection on the previous screen. The Fee Arrangement details can be modified here. You can also delete the arrangement. Click Next to continue.
Phase Dates
This page appears with the phases from the template selected on the previous screen with estimated start and end dates provided for each phase. The Matter Start Date is required, but the matter End Date is optional. You can modify any date field by clicking your mouse into a date field and selecting a new date.
Uncheck the box for Plan Phase, if you do not want to plan for a phase in the next steps of the wizard. The phase will not show in the Phase Budgets tab.
To remove a phase, click the X in the far right column. Click Next to continue.
Note: If a Phase does not have an End Date, the Phase will be defined as Ongoing in the UI. Phases cannot be added from this screen, nor can phase descriptions be changed.
Phase Planning - Tasks
If you do a phase-level Tasks budget, you are taken to a separate page for each phase that allows you to enter a list of tasks and enter budget information for each.
For each phase, enter a Discount percentage if applicable. The firm standard rate is reduced accordingly.
Adding Tasks
To add a task to the list, click the Add Procedure button. An Add Record window displays.
- Select the desired task from the Template drop-down.
- Specify the Quantity of this task that you are adding to this phase (the number of times the task will be performed).
- Depending on the type of task, you may be able to enter a Size. This could correspond to a certain number (e.g., number of document pages) or could be a descriptor such as small, medium, or large.
- Review the list of activities associated to the task.
- To modify an activity, click the pencil icon. You can then assign a specific person or class to the activity, override the number of hours allotted to this activity, or modify the Activity field to change the way the activity name displays. Click Save to apply your changes.
- To remove an activity from the task, click the X in the far right column.
- To include any expenses typically associated to this task, select the Include Expenses checkbox.
- Click Save to add the task to the current phase.
Bulk Adding Tasks
To add multiple tasks to the phase at once, click the Add in Bulk button. An Add Record window displays. The Template selection at the top of the window defaults to the code for the phase you are currently on, but you can select a different phase code if necessary.
For each task you wish to add to the phase, enter the following:
- Number of lines- Enter the number of lines for this task you would like to add to the current phase.
- Quantity- Enter the quantity for this task that should display for each line (i.e., the number of times the task will be performed).
- Scale/Size- Depending on the type of task, enter either a number (e.g., number of document pages) or a size descriptor such as small, medium, or large.
Select the Include Expenses check box if expenses typically associated to these tasks should be included in the budget, then click Save.
Predicted Net Margin-Automatically populates after values above are entered. Calculates the predicted net margin percentage (revenue remaining after all operating expenses have been deducted from the total revenue).
Modifying and Deleting Tasks
For each task listed, you can modify the Quantity (number of times the task will be performed) as well as the Scale/Size if applicable. You can also click the pencil icon to change the task, to modify the included activities, and to assign the activities to specific personnel or classes. See instructions under Adding Tasks.
To remove a task from this phase, click the X in the far right column.
As you add tasks and assign personnel, the total Phase Amount at the top of the screen updates, as does the Leverage (ratio of non-partner hours to partner hours anticipated for this phase).
When you have finished modifying tasks, click Next to proceed to the next phase. After all phases are completed, proceed to the Review & Submit screen.
Phase Level/Task Code Monitor
Set Up Fee Arrangement Details
This page appears only if the new opportunity has multiple fee types. The Arrangement name and the Fee Type is displayed here based on selection on the previous screen. The Fee Arrangement details can be modified here. You can also delete the arrangement. Click Next to continue.
Phase Dates
This page appears with the phases from the template selected on the previous screen with estimated start and end dates provided for each phase. The Matter Start Date is required, but the matter End Date is optional. You can modify any date field by clicking your mouse into a date field and selecting a new date.
Uncheck the box for Plan Phase, if you do not want to plan for a phase in the next steps of the wizard. The phase will not show in the Phase Budgets tab.
To remove a phase, click the X in the far right column. Click Next to continue.
Note: If a Phase does not have an End Date, the Phase will be defined as Ongoing in the UI. Phases cannot be added from this screen, nor can phase descriptions be changed.
Setup Task Code Monitor - Task Level
A list of phases, along with the tasks that make up each phase, displays. Enter the total Amount you would like to budget for each task in the field provided. If a task should not be included in the budget, click the X to the right. When you have entered an amount for each task, click Next to proceed to the Review & Submit screen.
Phase Level/Monitor Only
Set Up Fee Arrangement Details
This page appears only if the new opportunity has multiple fee types. The Arrangement name and the Fee Type is displayed here based on selection on the previous screen. The Fee Arrangement details can be modified here. You can also delete the arrangement. Click Next to continue.
Phase Dates
This page appears with the phases from the template selected on the previous screen with estimated start and end dates provided for each phase. The Matter Start Date is required, but the matter End Date is optional. You can modify any date field by clicking your mouse into a date field and selecting a new date.
Uncheck the box for Plan Phase, if you do not want to plan for a phase in the next steps of the wizard. The phase will not show in the Phase Budgets tab.
To remove a phase, click the X in the far right column. Click Next to continue.
Note: If a Phase does not have an End Date, the Phase will be defined as Ongoing in the UI. Phases cannot be added from this screen, nor can phase descriptions be changed.
Setup Phase Monitor - Phase Level
A list of phases included in the selected template displays. Enter the total Amount you would like to budget for each phase in the field provided. If a phase should not be included in the budget, click the X to the right. When you have entered an amount for each phase, click Next to proceed to the Review & Submit screen.
Review & Submit
This is a review of the data entered from the previous screens. If you need to make a change, click the Prev button or select the page that requires modifications from the wizard view on the left side of the screen. An alert message at the bottom of the screen tells you if the budget request needs further intervention by Pricing based on predetermined thresholds or if the matter is to be monitored only. Click the Finish button.
