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Budgets

Budget Approval Routes

In the
eBilling & Financial Setup
 section, you will find the
Budget Approval Routes
 link, which is associated with configuring the approval route.
You can see a grid that displays all the routes that have been created. By default, this grid will be empty until a new route is added. To create a new approval route, select the
New approval route
 button.

Add users

On this new page, you can enter a name for the budget approval route, as well as add users and specify their threshold amounts.
note
Threshold amount: User in the budget approval route will only see the budget if the budget amount is over the threshold amount.
When selecting a user, a window appears for you to search for specific users by name, email address, and office, similar to other interactions within Legal Tracker.
Up to 10 levels of approvers can be added. Several validations have been implemented for budget approval route creation, including:
  • Each name for the budget approval routes should be different.
  • The same user can't be assigned as both a primary and backup approver at the same level.
  • Primary and backup approvers share the same permissions over the budget.
  • It is possible to select the same user for different levels.
  • The threshold for the 1st level must be 0.
  • Levels can be moved, and their priority can be changed.

Make an approval route active or inactive

Budget approval routes can be turned on or turned off. Only active budget approval routes can be assigned to matters. However, if a budget approval route that has already been assigned to a matter is later turned off, the approval workflow will continue to follow the specified levels of approvals configured in the budget approval route.
If a budget approval route is active, it will appear in the default filter view grid of budget approval routes. If it is not active, it won’t be displayed. However, if the grid filter selector is set to
inactive
, then inactive routes will be shown.

Budget impact of review level or amount changes

On the Budget Approval Route list page, there is a checkbox option that enables users to indicate that any changes to levels or threshold amounts will restart the existing budget approval process from the 1st level.

History page

On the Budget Approval Route list, there is an option to view the history of actions performed on the budget approval routes at a general level.
To review the detailed change history for each budget approval route, access the budget approval route and select
View History
.
It will show a detailed record of every action taken on the budget.

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Budget
  • Audiences: Company

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