1.Search for the appropriate matter record and open it.

2.In the left pane, click the Budgets link.

The Budgets page opens.

3.Click the Add Fiscal Year button.

4.Select the desired Budget Template from the Budget Template drop-down list.

a.Alternatively, select the Use Stored Template check-box to use the existing stored template from the previous fiscal year. This stored template will not contain any changes made to the budget template since the creation of the budget. Selecting this check-box will cause the Budget Template drop-down list to disappear from the page.

b.Click Next.

5.Select the check-boxes for the appropriate vendors. The vendor selection options will not be available if the budget template does not include the Vendor parameter. Click Next.

Note: When adding a fiscal year to a budget, you will not be able to select the fiscal year or budget start date. The wizard will automatically select the next sequential existing fiscal year.

6.Enter the appropriate allocation amounts.

If the Life of Matter Estimate setting is enabled, the Life Of Matter Estimate field will appear on this screen. Enter the appropriate amount.

Click Finish.

7.The budget is saved and the matter is opened to its Budgets page.

To review or adjust the budget, click the Edit Budget button.