Budget Creation Tool allows you to create new fiscal year budgets for time-based budgets on multiple matters at a time. The Budget Creation Tool can be used on any object that has the Budgets page installed via the Module Setup Tool.
New fiscal year budgets created through the Budget Creation Tool will always use the last used budget template on the selected matters. You cannot change budget templates on matters with this tool. See Adding a Fiscal Year to a Budget for information on creating new fiscal year budgets on individual matters. Additionally, the new fiscal year budgets will contain the same involved parties that were previously budgeted in the last budgeted year.
Budget Creation Tool is only available to TeamConnect users that are members of a group with the appropriate Tool Rights. This group will likely be reserved for TeamConnect administrators. Additionally, users will need rights for each object that the Budget Creation Tool will be used on, rights to view the object categories, and phases.
If you have Collaborati Spend Management, the Budget Creation Tool facilitates automatically creating and submitting budget requests when used with the Select the Matter categories to automatically add Budget Request for section in CSM settings. See Managing Budget Settings in the Collaborati Spend Management Administrator Help for more information.
