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From the engagement info tab. Edit any engagement or project. Go to the Engagement | Info subtab. Choose a new value from the Type dropdown list.

 


Who can change the engagement type?

Only users with the cost center permission Maintain Advanced Engagement and Project Setup.  


When can the engagement type be changed?

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If you need to change billing types, please see How to make a billable project non-billable and vice versa. 


What settings will update?

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