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Excerpt
hiddentrue

model your engagement lifecycle through control of permissions, notifications, permissible edits

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Tip
titleAdditional Resources
  1. In the Topic of the Day: Permissions Management Webinar, we discuss Projector’s permission structures and help administrators identify efficient ways to model Engagement Stages their organization. (go to 22:45)
  2. Watch the Project Setup and Configuration Best Practices Webinar, where our implementation consultants walk through the project configuration process highlighting the key aspects of setting up a Project Stages. (go to 28:45)


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

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Project managers are defined on the Project Info Tab. This includes people marked Can Act as PM. An engagement manager is also considered a project manager.

Stage SettingDescription
Allow Deferred Revenue Transfers FromIn conjunction with the cost center permissions Maintain Deferred Revenue or Maintain Projects and Engagements for the engagement’s cost center, this permission enables a PM to transfer deferred revenue from the contract line item in question.
Allow Deferred Revenue Transfers ToIn conjunction with the cost center permissions Maintain Deferred Revenue or Maintain Projects and Engagements for the engagement’s cost center, this permission enables a PM to transfer deferred revenue to the contract line item in question.

Edit Milestones

Permits PMs to add, delete or modify Milestones on the Contract tab. In a multi-project engagement, any PM on an underlying project may change engagement milestones.

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