Follow this procedure to add a service budget amount for a customer.
|
Step |
Action |
|
1 |
Navigate to the 'Skill Development' tab on Case Detail. |
|
2 |
Click the hyperlink for the Service Budget (located on the Service Plan). |
|
3 |
Enter the budgeted supportive service dollar amount allocated to that customer in the Service Budget field. |
|
4 |
Click 'Save.' |
Note:
As individual services are added for the customer, the cost that is entered for that service will be subtracted from the customer's available service budget.