How to: Respond to a Budget Variation Request

Who:	Matter Manager + Contract Administrator
Why:	The Provider has accepted an Engagement Order from the Client (the status is at Work in Progress) but the Provider needs to request an initial budget (where none was specified) or request a change to the budget for the Engagement.

A legal service provider may request a budget increase to complete work on an Order.

It’s important to know how to action these requests because:

Service Level Agreements (SLAs) may apply to the Client for the timely processing of requests
Delays in processing may affect compliance and performance obligations
Taking prompt action helps ensure budgets and project timelines remain accurate and up to date

Select Worklist > All from LPG menu
- NOTE: Users can action Budget Variation requests from various screens. These include the Matter Screen or from the Matter > Find Order search screen

Click the Action/Acquire/Takeover button next to the Budget Variation request
Scroll to the bottom of the page to view the requested budget variation (N1) submitted by the LSP and the variation comment (N2)
- Note: If the new proposed budget is greater than your delegation limit you will be presented with a warning (N3) displaying how much your limit is and that it will need to be sent to a manager with the appropriate delegation amount for approval.

Enter Approval or Rejection comments (N4), then click Reject All Budget Variations or Accept All Budget Variations (N5)
- Note: If the dollar amount exceeds your delegation limit, the user will see “Financial Escalation” rather than “Approve. To find out more on escalations, click HERE.