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learn about engagements and the projects that they are made up of |
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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 new project. |
You can open engagements and projects from the Project Dashboard and Project Browser.
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Engagements
To view an engagement:
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- Have the cost center permission View Projects
- Be the engagement manager. Your allowed changes are determined by the engagement stage settings.
- Have the cost center permission Maintain Projects and Engagements
To create an engagement:
- Have the cost center permission Create Projects and Engagements for at least one cost center AND
- At least one project stage is set to Users with Permissions can Create New Projects
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