If you included phases in the Client Matter Budget, you can add additional phases later. To include Phase Budgeting on a Client budget, the feature must be enabled in Juris in the Client table setup on the Int/Disc tab.
Client Matter Phase budgets are listed as a separate category in the Budgeting node.
To add a Phase to a Client Matter Budget:
- Open an existing Client Matter Phase budget.
- Click the Add a New Phase button on the Content tool ribbon.
- Enter a Phase Name.
- Select a Start Date.
- Select an End Date.
- Enter the Phase number. This is dependent on the setup within the Client table. The Phase Number must correlate with the Phase number setup on the Int/Disc mentioned above or it must correlate with the Time or Expense entry matter that has been entered.
- Place a check mark next to the Additional Views. Expense View and Fee View, if enabled, will be displayed once the Phase is created.
- Select the appropriate Task Codes and Expense Codes associated with the Phase.
- Click the OK button.
- The new Phase tab is displayed within the Codes containers. Expand a Code container tab and the Budget Account code to view and edit the Phase information.
To make changes to the Phases utilize the Update Phase Details function.