1.Create a fiscal year.

2.Setup the Global Start Date and Global End Date on the Budget Settings page.

a.From the Admin tab, select the Budget Settings link. If the Global Start Date and Global End Date is not correct, continue with the following sub-steps.

b.From the Documents tab, open the Top Level»System»Object Definitions»Budget Settings»Screens folder.

c.Open the CjbBudgetSettings.scr.xml file.

d.Locate the following two lines in the file:

▪<tc:dateTime category="BSO$" name="GlobalStartDate" forceNotEditable="${cjb.canEditGlobalDates}"/>

▪<tc:dateTime category="BSO$" name="GlobalEndDate" forceNotEditable="${cjb.canEditGlobalDates}"/>

e.Delete forceNotEditable="${cjb.canEditGlobalDates}" from both lines.

f.Return to the Budget Settings page and update the Global Start Date and Global End Date.

3.Convert existing accounts using the Account Conversion Tool.

4.Install the Budget Screen on the desired Objects and Object Views using the Module Setup Tool.

This step must be performed by a TeamConnect user who is a member of a group with the appropriate Tool Rights. This group will likely be reserved for TeamConnect administrators.

Note: Open a budget on a matter to confirm the conversion process worked.

5.Convert cost centers from previous releases using the Cost Center Migration Tool.

6.Create the necessary budget templates.

7.Add the appropriate users to the Budgeting and Posting group. This group has rights to budget and post invoices.