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This form is reached by choosing View | Administration | Setup Heading | Stages | Engagement Subtab | Click Edit.

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Permissions and Settings

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Stage SettingDescription

Consider Engagements Closed

Closed engagements are optionally hidden from Projector dashboards and reports. It is recommended that you have one closed state where all or nearly all permissions are disabled. You will find it as a filter in the following areas of Projector:

Allow Milestone InvoicingYou can always create and edit milestones. However, with this flag UNticked, you won't be able to tick the checkbox to include milestones on an invoice.

 

Engagement Managers Can

The engagement manager is defined on the Engagement Info Tab.

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