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2.10.2 - Coggle Diagram
2.10.2
Pricing
Settings Service
Visibility
Labels
Headers
Review Previous Budgets
Create New Budget
Top Down
Budget total
Budget total & phases
Phase locking
Save draft/Versioned budget
Toggle for £/%/Hours
Re-configure Budget
KPI's
Budget Summary
What if Analysis
Fixed Fee
Switch TO/FROM topdown and bottom up pricing types
Price by Period
Bottom Up (by Phase)
Bottom Up (by Phase,Task)
Clone by billed, worked budget
Client/Matter Search
Reports
rateClass and rate card
KPI's
Rights editing/modifying tasks and phases
Create Precedent H Budget
What-if Analysis
Fixed Fee
Phase level
Budget level
Infinite scroll
New Tracker
KPI's
Timekeeper Analysis drilldown
Hours/amounts
Phase analysis
Task analysis
Timekeeper/disbursement
SSRS Reports
Disbursement drilldown
Hours/amounts
Timecard analysis
Group by
TImecards/costcards
Cloning/Enhanced Matter Search
Settings Service
Headers
Labels
Groupings
Visibility
Filters
Client
Advanced client
Date
Custom
Financials/ Value filters
Matter
Advanced matter
Filtering selections
Selections
Basket
Clone Matters
Clone by billed
Advance Mass Model
Clone budget
Clone by worked
Free text Search
Results grid
Settings
Costcode Mapping
Templates
Timecode Mapping
Precedent H Mapping
Budget Options
Dashboard
Charts
Roles
View roles
AD user and roles
Recent Budgets
KPIs
Searching
On the fly mapping
Timecode mapping
Disbursement mapping
Timecode task mapping
Disbursement task mapping
Budget level/phase level/global level
Settings(Pricing)
Budget Options
Settings KPI's
Tiered Discount
Open/close dates
Rate increase
Notifications