Search for Budget Requests
If you wish to see budget requests for a specific client, click on the client's name, then click the seventh icon from the top on the left navigation menu (“Budgets”) on the client profile page. If you want to perform a different search, do the following:
- If you are not already in the Budget Requests list page, click "Budgets" on the top menu bar.
The list of Budget Requests appears, with search option fields that you can use to perform a custom search.
- 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.
The Collaborati search uses "sticky search". This means that Collaborati keeps search fields populated with your most recent search filters until you press the "Clear" button. This feature enables you to pick up where you left off since your last search. Once this is cleared, please try searching for your budget request again.