Budget/Status Report | Calendar of Events
Displays the calendar of required law firm and company budget and status report activities.
Read Only View
Date | Description |
|---|---|
Month | The month for which the dates are set. |
Events | Displays the event that will take place. |
Firm Input START | This is the first day that vendors can enter information to complete the required action(s) due for that month. On this day dashboard alerts are shown to vendors, and emails are sent to the vendors' matter participants and to vendor primary contacts, notifying them that they should now begin entering the required information in Tracker. Also, as of 12:00 am Pacific Time of the Vendor Input Start Date, the vendor is no longer able to post invoices to a matter unless it has completed all of the incomplete tasks for that matter. |
Firm Email REMINDER | If the vendor has any matters with incomplete actions, a reminder email will be sent to the matter participants for those matters. |
Firm Input DUE | This is the date by which the vendor is requested to complete the incomplete tasks. With respect to other required actions, (e.g. entering a reforecast, posting a status report, etc.), the action will remain due until completed. |
Co. Input START | If there is company review/entry required for a particular action, this is the first day that the responsible company users can approve or edit the information. On this day dashboard alerts are shown to the company responsible users, and emails are sent notifying them that they should now begin approving or editing the information that is required. |
Co. Email REMINDER | If a company responsible user has any matters with incomplete actions, a reminder email will be sent to that user. |
Co. Input CUTOFF | Displays the date that company users are no longer able to approve or edit the required information. |
Edit View
Use the Default row to create default values across all months. Tracker Coordinators and Backup Tracker Coordinators can make changes to the following options:
Date | Description |
|---|---|
Cutoff Date | The date that users are no longer able to approve or edit the required information. |
Input Days |
Note: The combined Input Days cannot exceed 28 days. |
Remind Days |
|
To change the default values for a specific month, change the options by month.
The remaining fields are not editable and will automatically update when edits are made.