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Because InfraLink Service Budgets track funding status as part of the Case workflow, they offer near-real-time funding status and eliminate the need for external budget tracking tools, such as Excel spreadsheets. Additionally, a client and contractor's cooperative use of InfraLink Service Budgets can help expedite the work approval process and improve funding-based work scheduling, which benefits all parties.

Note
titleWhat Which Cases Apply Costs Against My the Service Budget?
A Service Budget is associated with one (1) InfraLink Contract. Only Cases created under that Contract may apply against that Service Budget. However, just as a client contract may include multiple budget amounts (e.g., CLINs), multiple Service Budgets can be created under a single Contract in order to track the different segments of work/costs. Accordingly, InfraLink must determine which work (i.e., Cases) fall within the scope of each Service Budget. Two things contribute to this determination:
  • Scope Defined within Service Budget Configuration
    • When creating a new Service Budget, a user with adequate privileges can define the scope of that budget through select Case attributes:
      • Performance Period
      • Location
      • Case Category
    • When any applied, alone or in combination, only Cases that meet the selected criteria will be applied against the Service Budget.  
    • If no Date, Location or Case Category selections are made for the Service Budget, then no such restrictions apply.
  • Budget Association Created at the Case Record
    • Users with adequate privileges can select the desired Service Budget from the Case record. A Budget field allows users to select from all available Service Budgets on the selected Contract.
      • Note: The Service Budgets available for selection from the Case record may be impacted by the scope defined within the Service Budget configuration, as noted above.

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