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Projector's easy-to-use wizard allows you to create an Engagement, Contract Line Items, and a Projects all at once. An engagement represents a contract. You create Contract Line Items underneath to represent the terms of this contract. You'll then create projects under those Contract Line Items to deliver on the terms. The wizard also allows you to base a new engagement upon an existing engagement. Clone the underlying contracts and projects to quickly create new engagements. |
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You can learn more about creating Engagements, Contract Line Items and Projects in Projector Web by watching this webinar August 2020 Release Overview. [Go to 5:11] |
The wizard can be reached from Topics | Engagements, Topics | Contract Line Items and Topics | Projects.
Permissions and Settings
To create an engagement, contract, or project you need:
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