Budgets
-
Troubleshooting Case Budgets and Missing Controls
Use these checks when budget information or actions are unavailable or unexpected. Budget tab missing Confirm access to the case and the relevant case...
-
How Budgets Relate to Services, Activities, and Billing
Budgets provide authorization context across case work. They are separate from the records used to document and bill that work. Services Case services...
-
How Case Types Control Budget Fields
The selected case type controls which budget dimensions are available and whether a budget is required during case creation. Budget strategies Hours...
-
Reviewing Budget Adjustment History
Adjustment History provides context for how the case's authorization changed over time. Open the history Open the case and select Budget. Locate...
-
Understanding Budget Warnings, Soft Caps, and Hard Caps
Budget warnings help you review authorization before more work is performed. A cap determines how budget-checked actions respond to limits. Soft cap...
-
Using the Consumption Snapshot
The Consumption Snapshot on the Budget tab helps you compare recorded work with billing progress. Expensed Review the amount expensed and hours logged...
-
Understanding Authorized, Consumed, and Remaining Budget
Budget Summary compares approved limits with recorded usage. Review hours and money separately when both are enabled. Authorized The current total...
-
Editing Total Budget Limits and Cap Settings
Use the budget settings form to change total limits, the allowed budget type, notes, or hard-cap behavior. Edit the settings Open the case's Info tab....
-
Increasing a Budget with Adjust Budget
Use Adjust Budget in the Budget Summary to add authorization and record why it changed. Add authorized hours or money Open the case's Budget tab and...
-
Setting a Budget for a Case
Set the authorized hours or amount before relying on budget controls for case work. During case creation Review the budget fields offered by the...
-
Using the Case Budget Tab
The Budget tab brings together authorized limits, recorded consumption, billing context, and the history of budget changes. Open the Budget tab Open...
-
What Are Case Budgets?
A case budget records how many hours or how much money is authorized for case work. CaseWyze compares those limits with recorded consumption so the...
