Rocket Matter Knowledge Base ReportsHow to use Matter Budgets

How to use Matter Budgets

Matter Budgeting is part of Rocket Matter's Advanced Analytics Module.

To use the Matter Budgeting feature, you must first assign a budget to a matter.  Then, the 'Matter Budget Report' will show you if the time you've captured on a case is within your allotted budget, and how close you are to exceeding your budget.

Matter Budget Report details include the Client, Matter, Budgeted, Time Billed, and Remaining.

1.  Assign a budget.

Matter Budgets are assigned in the Edit Matter screen.

A.  Navigate to a matter, and click "Edit matter".

A.  Navigate to a matter, and click "Edit matter".

B.  Enter the budget amount.

B.  Enter the budget amount.

C.  Scroll down and click "OK".

2.  Run the Matter Budget Report.

A.  Select Reports on the Navigation Panel.

A.  Select Reports on the Navigation Panel.

B.  Locate 'I want to see a list of matters with budgets' and click "Run Report".

B.  Locate 'I want to see a list of matters with budgets' and click "Run Report".

C.  Review the Matter Budget Report.

C.  Review the Matter Budget Report.

Matter Budget Report is exportable in .csv format, which can be opened and manipulated in Excel.  Click the green "Export" button to export.

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