Answer
Apr 11, 2017 - 09:58 AM
Tracker Coordinators and Company System Administrators have the ability to create custom phased budgets, using phases that they input. They can create these new phased budget types by following these steps:
- Mouse over the Navigation Panel and click Settings
- Click on Phased Budget Types
- Click New Type
- Provide the name of the budget and optional description of the budget type
- Provide the name of each phase as well as a description of what items should be included in that phase.
- Click Add Phase at the bottom of the screen and continue to add phases until you are finished.
- Click Save & Close
- The new phased budget type will now be available for selection when choosing the budget type for matters and matter templates.
