Article ID: 7934

Compare Budgeted vs. Actual Hours and Dollars

Take the following steps to run the Lawyer Budgeting report:

  1. Click Reports, select Productivity, and Lawyer Budgeting... to open the Lawyer Budgeting window.
  2. Enter a lawyer in the Lawyer box or leave it blank to run the report for all lawyers.
  3. Enter a date in the Start Month box to list figures posted on or after that date.
  4. Enter a date in the End Month box to list figures posted on or before that date.
  5. Click to check mark one of the following options:
    • Totals Only - lists lawyer totals only
    • Show Budget by Month - check to view the report in Lawyer Budgeting format or uncheck it to view the report in Lawyers and Rates format
    • New Page for Each Lawyer - compares budget figures to billed fees
  6. Select Budget vs. Worked.
  7. Use the Layout tab to select additional report options.
  8. Select Output options.
    NOTE: Click Load Last to load the report selections as they appear on the last Lawyer Budgeting report.
  9. Click OK to generate the report.