Who:	All Operational Users
Why:	The Budget topic enables users to produce reports that compare actual costs to budgeted costs.

Overview

The Budget topic contains all relevant information about Engagement Budgets on Matters that have been issued by Claims Service Providers (CSPs) to Legal Service Providers (LSPs).

This topic can be used to generate different types of reports to meet operational and analytical needs, putting the power in the hands out individual user to define their own requirements and then schedule these reports to be automatically processed and delivered.

At the simplest level, lists of Engagement that satisfy user-defined criteria can be produced that include budget details (eg comparison of budget to actuals for engagements in the last month).

Crosstabs can also be defined that allow users to look at interactions of different variables (eg summary of Budget Savings Achieved by Area of Law)

Charts can provide a visual representation of results (eg comparison of Saving achieved for each AOL)

Topic Definition

Fields

The topic contains the following fields for inclusion in user defined reports

COLUMN NAME	DESCRIPTION
Engagement Area of_Law	The Area of Law specified on the Engagement
Engagement End Date	The scheduled date for the Engagement to be completed by
Engagement Finalised_Date	The date that the Engagement was completed by the LSP
Engagement LSP	The Legal Service Provider engaged to work on the Matter
Engagement Order Id	The LPG Order Id for the Engagement Order
Engagement Panel_Type	The Panel type specified on the Engagement
Engagement Referral_Date	The date that the Engagement was accepted by the LSP
Engagement_Status	The current status of the Engagement
Matter Claim_Number	The Claim Number of the Claim that the Matter was raised for
Matter Client	Identifies whether the Matter is being managed under the NI or the TMF scheme
Matter CSP	The Claim Service Provider responsible for managing the Matter
Matter_ID	The LPG Matter Id
Matter Manager	The CSP user responsible for managing the Matter
Matter Name	The name/description of the Matter
Matter_Status	The current status of the Matter
Actual - Counsel Costs	The sum of actual costs claimed for items that have been defined as ‘Counsel’
Actual - Disbursement Costs	The sum of actual costs claimed for items that have been defined as ‘Disbursement’
Actual - Legal Fees	The sum of actual costs claimed for items that have been defined as ‘Legal Fees’
Actual - Out of Pocket Expenses	The sum of actual costs claimed for items that have been defined as ‘Out of Pocket Costs’
Actual - Recoveries	The sum of actual costs claimed for items that have been defined as ‘Recoveries
Actual - Schedule Fees	The sum of actual costs claimed for items that have been defined as ‘Schedule Fees’
Budget - Counsel Costs	The Approved Budget for Counsel costs
Budget - Disbursement Costs	The Approved Budget for Disbursement costs
Budget - Legal Fees	The Approved Budget for Legal Fee costs
Budget - Out of Pocket Expenses	The Approved Budget for Out of Pocket costs
Budget - Recoveries	The Approved Budget for Recoveries
Budget - Schedule Fees	The Approved Budget for Schedule Fee costs
Engagement Budget	The Approved Budget on the Engagement
Matter Budget *	The Approved Budget on the Matter
Savings_Achieved	The difference between the Approved Budget and the Invoiced total on the Engagement
Total Invoiced	The total amount Invoiced on the Engagement

* Field in CSP topic only

Filters

The Budget topic contains all Engagement orders in the LPG but only allows access to Engagement details that the user has permissions to view through the LPG.

When using the topic to create an Ad Hoc view, users have the ability to restrict the data that will be retrieved via the following input controls (filters):

INPUT CONTROL	DESCRIPTION
Date Option	Enable user to determine whether they wish to specify: an ‘Accepted Date’ range OR a ‘Completed Date’ range OR an ‘Accepted or Completed’ date range OR ‘Accepted or Completed’ order in the last week OR Accepted or Completed’ order in the last month OR Accepted or Completed’ order in the last year
Date From	Users will specify a Start date for the Date Option they selected. Please select from the calendar icon to ensure date format is correct.
Date To	Users will specify an End date for the Date Option they selected. Please select from the calendar icon to ensure date format is correct.
Client	Select one or more of the listed Clients – all Engagements issued by the selected Clients will be included.
Panel Type	Select one or more of the listed Panel Types – all Engagements issued for the selected Panel Types will be included.
Area of Law	Select one or more of the listed Areas of Law – all Engagements issued for the selected Areas of Law will be included.

Note:

Where selection lists are presented to filter by, if no selections are made, the system will assume all available choices are required.
If multiple input criteria are selected, only Engagements satisfying all selections will be listed.

Articles in this section

The Budget Details Topic

Fields

Filters

Comments

Articles in this section

Fields

Filters

Related articles