View all active and inactive budgets and delete inactive budgets. Sort budgets by Type/Phase and Frequency/Lifetime occurrence.
The Budgets tab within the Finance Navigation Bar displays budgets related to the matter that have been recorded in Lawtrac. The budget number is a hyperlink that takes you to the budget's detail page. The budget code, firm or vendor, type, frequency, and budget amount are also shown.
To view a list of your matter budgets, select View Budgets.
- Click a radio button () to show a list of active budgets, inactive budgets, or both. Click List Budgets to confirm and refresh the page.
- Under "Options", select the drop-down list to show budgets by type or frequency.
- Use the arrows in the column headers to filter the arrangement of the list by budget number, fiscal year, firm/vendor, or amount.
- Click the at the top right of the screen to be taken back to the Matter record.
To edit a budget, click on the budget code from a Matter Budget list. You are redirected to a new page with the budget detail.
For information about initiating a budget, refer to the Firms & Vendors section.
Flag a Budget
Flag a budget by navigating to that budget's detail page, then click Set Flag at the top right of the screen.
Toggle the icon to make the budget active or inactive .