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Mitratech Success Center

How do I search for budget requests?

If you wish to see budget requests for a specific client, click on the client's name, then click the Budgets tab from the client profile page. If you want to perform a different search, do the following:

 
  1. If you are not already in the Budget Requests list page, click the Budgets tab from your Collaborati homepage.
    The
    Budget Requests list page appears, with a group of search option fields that you can use to perform a custom search.
     
  2. Type some values to restrict your search to specific clients, matter names or numbers, request dates, due dates, statuses, and so forth.

Note: The due date field does not appear if there are no due dates for this budget request.

The results matching your values appear in a list below the search option fields.

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