Page History

...

• Service Budgets View - Accessible from the Main Menu (see Finance stack), the Service Budgets grid view presents all configured Service Budgets a user has privileges to access.
  • Filter this view by Contract, Name, Start/End Dates, Location, Case Category and/or Total Awarded amount.  
  • Quickly glean essential budget-tracking information, including:
    • Total Awarded amount
    • Uncommitted Balance remaining,
    • Unrequested Balance remaining, and the
    • Closed costs, Committed costs and Pending Requests upon which those calculations are based.
  • Use the New widget, atop the grid view, to create a new Service Budget.
• Contract Details Display - Once a Service Budget is created for a Contract, a summary of that budget will be displayed within the Contract Details panel. Scroll to the Service Budgets section near the bottom of the panel.
• Case Forms and Details Display - Case forms and details now provide users instant access to real-time Service Budget information:
  • The New/Update Case forms will now present a Budget field, from which the user can select the desired Service Budget.
    • This field presents the traditional magnifying glass icon, which provides the user access to all Service Budgets available for selection.
      • Each Service Budget option also displays the budget's current balance information, to help ensure adequate funding is available for the requested work.
  • Once a Service Budget is associated with a Case record:
    • The Service Budget association will be prominently displayed near the top of the Case Details panel.
      • Positioning your mouse over that Service Budget value will present a pop-up with a current budget summary.
    • Case Update forms will present the associated Service Budget, as well as its balance summary, within the Estimated Cost section of the form.
• Case Category Configurations - Several new Case Category configurations impact the way Cases interact with Service Budgets:
  
  • Billing Type - InfraLink's Service Budget feature supports two billing types, time & materials or firm fixed price. These billing types vary in the way that costs are applied against the budget in Closed statuses:
    • T&M - The Service Budget applies the Estimated Cost against the Service Budget in Committed statuses, and then applies actual costs (Case-logged Material, Billable Labor and Misc Expense costs) against the Service budget in Closed statues.
    • FFP - The Service Budget applies the Case's Estimated Cost against the Service Budget in both Committed and Closed statuses.
  • Estimate Type - This configuration controls how a Case's Estimated Cost value is entered:
    • Direct Entry (most common) - The user manually populates the Estimated Cost field during Case creation or update.
    • Excel File - The Estimated Cost value is pulled from a properly formatted field within an uploaded Excel spreadsheet.
  • Require Service Budget Selection - When enabled, a user cannot transition a Case into a Committed status without a Service Budget selection.
  • Enforce Service Budget Funding - Optional when Require Service Budget Selection is enabled. When enabled, this feature prevents a Case from entered entering a Committed status when the Case's Estimated Cost exceeds the Service Budget's available balance.
• Case Status Business Logic Configurations - Whether or not a Service Budget considers Costs as committed or closed depends on the Case's current status.
• The New/Edit Case Status forms include two unique Business Logic settings, upon which that determination is made:
  • Committed Work
  • Is a "Closed" status
• Service Budget Permissions - The following new Permissions apply to Service Budget privileges at the Contract and Case level:
  • Contracts → Service Budget → Create, Read and Update
  • Cases → General → Select Case's Service Budget
    
    • Note: Users must also have Contracts → Service Budget → Read Permission to see the Service Budgets available for a given Case.

...