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This article applies to:

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

Managing Phased Budget Types

Managing Phased Budget Types

Budgets are created using a preset format, which is either a fiscal-year or phased format. Two standard types of phased budgets are available in Tracker by default. You can also define custom budget types.
  • To set up a new phased budget type click
    New type
     on the toolbar.
  • To edit a budget type, select
    Edit
    to the right of the budget type you want to edit.
Add a new Phased Budget Type
  1. Select
    Settings
    in the left navigation.
  2. In the
    eBilling & Financial Setup
     section, select
    Phased Budget Types
    .
  3. On the Phased budget type list page, click
    New Type
    .
  4. Complete the fields. Tip | Be sure the
    Active
    box is checked.
    Field Reference
    Budget Type
    Phases
    Phased litigation budget
    With respect to each phase, the budgets are entered by fiscal year so that they can still be used for Departmental Budgets and Reforecasts. Phase budgets can be required to be updated each year when the next year's Departmental Budget is due, and during the year when any Reforecast is due.
    Spending is broken down in the following phases:
    • Initial case assessment and handling. May include fact investigation, case evaluation, initial pleadings/motions, settlement
    • Discovery and post discovery motions. May include written discovery, document production, depositions, expert discovery, discovery motions, dispositive motions, settlement/ADR
    • Trial preparation. May include preparation of fact witnesses and expert witnesses, trial motions and submissions, settlement/ADR
    • Trial and post-trial motions
    • Appeal
    Phased patent budget
    With respect to each phase, the budgets are entered by fiscal year so that they can still be used for Departmental Budgets and Reforecasts. Phase budgets can be required to be updated each year when the next year's Departmental Budget is due, and during the year when any Reforecast is due.
    Spending is broken down in the following phases:
    • Preparation. May include review of the disclosure, interview with inventors, preparation of application and filing papers, drafting of formal drawings, drafting of claims, etc. Includes filing expenses
    • Waiting period for office actions. May include Filing an IDS, Replying to Notice of Missing Parts, Filing Assignments, etc.
    • Prosecution. May include Replying to one or more Office Actions, drafting claim amendments, Examiner interviews, answering restriction requirements, Appeal before BPAI, etc.
    • Post allowance. May include Reviewing allowed claims for continuation determination, file wrapper clean-up, reviewing issued patent, filing request for Certificate of Correction, ordering copiesof patent, citations of prior art, etc.
    • Maintenance and annuities (payment of annuity amounts)
  5. To add a phase, click
    Phase name
     and complete
    Phase Name
     and
    Description of Budget Activities for Phase
     fields for each phase.
  6. To change the order of the phases, click the rearrange button next to a phase and drag it.
  7. On the toolbar, select
    Save & close
    .
Edit a Phased Budget Type
  1. Select
    Settings
    in the left navigation.
  2. In the
    eBilling & Financial Setup
     section, select
    Phased Budget Types
    .
  3. On the Phased budget type list page, click
    Edit
     next to the budget type you want to change.
  4. Make the changes on the page as necessary.
    Field
    Description
    Status
    The status of the phased budget type
    • Default
    • Active
    • Inactive
    Name
    The name of the phased budget type
    Description
    The description of the phased budget type
    Matter Count
    The number of matters using the phased budget type
    Last Revised By
    The name of the last person who edited the phased budget type
    Last Revised Date
    The most recent date that the phased budget type was edited
  5. On the toolbar, select
    Save & close
    .
Deactivate a Phased Budget Type
note
You can only deactivate your custom phased budget types. The two Tracker default phase budget types cannot be deactivated.
  1. Select
    Settings
    in the left navigation.
  2. In the
    eBilling & Financial Setup
     section, select
    Phased Budget Types
    .
  3. On the Phased budget type list page, click
    Edit
     next to the budget type you want to deactivate.
  4. Clear the
    Activate
    check box.
  5. On the toolbar, select
    Save & close
    .
Clone a Phased Budget Type
  1. Select
    Settings
     in the left navigation.
  2. In the
    eBilling & Financial Setup
     section, select
    Phased Budget Types
    .
  3. On the Phased budget type list page, click
    Clone
     next to the budget type you want to copy.
  4. In the
    Name
     field, type a unique name for the new phased budget type. An error message displays if you attempt to save a phased budget type with an existing name.
  5. Edit the fields as necessary.
    Field
    Description
    Status
    The status of the phased budget type
    • Default
    • Active
    • Inactive
    Name
    The name of the phased budget type
    Description
    The description of the phased budget type
    Matter Count
    The number of matters using the phased budget type
    Last Revised By
    The name of the last person who edited the phased budget type
    Last Revised Date
    The most recent date that the phased budget type was edited
  6. On the toolbar, select
    Save & close
    .