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Engagement Types have three functions. They are used to prepopulate settings for new engagements and projects, to group like engagements together for reporting purposes, and to properly route accounting transactions. The engagement type determines a number of default settings for new engagements and projects - like whether it is billable or non-billable, how time and expenses should be reported, budgets, scheduling, task types, default permissions, and more. To learn more about engagement types and what they control, see the Engagement Type Editor help page. |
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Where do I change the
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Cost Center?
Search for the engagement you would like to update, and then access the engagement landing page. Choose a new value from the Engagement Type dropdown Cost Center dropdown list.
Who can change the engagement type?
Only users with the cost center permission Maintain Advanced Engagement and Project Setup.
When can the
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Cost Center be changed?
The engagement type cost center can be changed at any time by a user with appropriate permissions, however it should be done carefully. Particularly if any of the following are true:
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