How budgets are added in in4mo depends on the configuration in the portal of each insurance company – more specifically on whether the cost calculation tool iCC is used or not.<\/p>\n
If iCC is not<\/u> used in the portal, budgets can be added by opening the Budget <\/strong>tab in the case, the same button can found on the various tasks once they are in status 2. Click \u2018Add budget for task(s)\u2019, upon which a small window opens where you can fill out information about the budget, add a budget file, and choose which task(s) the budget covers. The budget is then sent for approval, which is illustrated in that the task is moved to status yellow B. When the budget has been approved, the status moves to B++, and the task is ready to be started.<\/p>\n If you cannot see the budget tab, it might be that you don\u2019t have permission to see or add budgets. An administrator in your company can grant you this access if needed.<\/p>\n