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Element | Data Type | Required? | Default | Description | Sample Data |
|---|---|---|---|---|---|
EngagementDetail | On Insert: Yes On Update: No | The full details of the engagement. Click here for more information. | |||
ProjectIdentities | On Insert: No On Update: No | The list of projects that are part of this engagement. PwsGetProject may be used to fetch complete details about each project if necessary. | |||
ContractLineItems | On Insert: Yes On Update: No | The contract line items that are associated with this engagement engagement. Click here for more information. | |||
Client | On Insert: Yes On Update: No | The client associated with this engagement. Click here for more information. | |||
EffectiveCurrencySymbol | String (7) | On Insert: No On Update: No | The effective currency symbol for the engagement currency | $ | |
EffectiveCurrencySymbolPlacement | Byte | On Insert: No On Update: No | The effective currency symbol placement for the engagement currency. This field indicated where the currency symbol is placed (i.e. before or after the digits, 0 for before) | 0 | |
EffectiveDecimalDigits | Byte | On Insert: No On Update: No | The effective decimal digits, this field indicates how many decimal places should be displayed when displaying an amount in the effective engagement currency | 2 | |
EffectiveDefaultOpsCultureIdentity | On Insert: Yes On Update: No | The effective default culture associated with the engagement. Click here for more information. | |||
EffectiveExcelCurrencyFormat | String (100) | On Insert: No On Update: No | The effective excel currency format, this field determines how amounts in the effective engagement currency will be displayed in excel (not rounded) | [$$-409]#,##0.00_);[Red]([$$-409]#,##0.00); | |
EffectiveExcelCurrencyFormatRounded | String (100) | On Insert: No On Update: No | The effective excel currency format, this field determines how amounts in the effective engagement currency will be displayed in excel (rounded) | [$$-409]#,##0_);[Red]([$$-409]#,##0); | |
Manager | On Insert: Yes On Update: No | The engagement manager associated with this engagement engagement. Click here for more information. |
Usage Example(s)
| Code Block | ||||||
|---|---|---|---|---|---|---|
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<PwsEngagementElement>
<EngagementDetail>
<EngagementCode>E001395</EngagementCode>
<EngagementId i:nil="true"/>
<EngagementUid>1152921504607324698</EngagementUid>
<ClientIdentity>
<ClientId i:nil="true"/>
<ClientNumber>Projector PSA</ClientNumber>
<ClientUid>1152921504606961482</ClientUid>
</ClientIdentity>
<EngagementName>Web Services Engagement</EngagementName>
<Address>
<AddressLine1>85 Merrimac Street</AddressLine1>
<AddressLine2>200</AddressLine2>
<Attention i:nil="true"/>
<City>Boston</City>
<CompanyName>Projector PSA</CompanyName>
<Country>USA</Country>
<StateOrProvince>MA</StateOrProvince>
<ZipOrPostalCode>02114</ZipOrPostalCode>
</Address>
<BillingAdjustedRevenueTimeBudgetAmount i:nil="true"/>
<BillingCultureIdentity>
<CultureId i:nil="true"/>
<CultureName>en-US</CultureName>
<CultureUid>1152921504606851419</CultureUid>
</BillingCultureIdentity>
<BillingCycleIdentity>
<BillingCycleId i:nil="true"/>
<BillingCycleName>Monthly</BillingCycleName>
<BillingCycleUid>1152921504606853180</BillingCycleUid>
</BillingCycleIdentity>
<BillingInstructions>This client should be billed on the 15th of each month.</BillingInstructions>
<ClientAmountCostBudgetAmount i:nil="true"/>
<ClientMessage>Thank you for using revcorp-bb. We appreciate your business.</ClientMessage>
<ClientMessagePlain>Thank you for using revcorp-bb. We appreciate your business.</ClientMessagePlain>
<ContractRevenueTimeBudgetAmount i:nil="true"/>
<CostAlertsBasisType>E</CostAlertsBasisType>
<CostBudgetMetric>C</CostBudgetMetric>
<CostCenterIdentity>
<CostCenterId i:nil="true"/>
<CostCenterName>Executive Team (USA)</CostCenterName>
<CostCenterNumber>Executive Team (USA)</CostCenterNumber>
<CostCenterUid>1152921504606867363</CostCenterUid>
</CostCenterIdentity>
<CostContractTerms>T</CostContractTerms>
<CurrencyIdentity>
<CurrencyCode>USD</CurrencyCode>
<CurrencyId i:nil="true"/>
<CurrencyUid>1152921504606851838</CurrencyUid>
</CurrencyIdentity>
<DisbursedAmountCostBudgetAmount i:nil="true"/>
<EngagementStageIdentity>
<EngagementStageId i:nil="true"/>
<EngagementStageName>Open</EngagementStageName>
<EngagementStageShortName>Open</EngagementStageShortName>
<EngagementStageUid>1152921504606849675</EngagementStageUid>
</EngagementStageIdentity>
<EngagementTypeIdentity>
<EngagementTypeId i:nil="true"/>
<EngagementTypeName>Billable - Time and Materials</EngagementTypeName>
<EngagementTypeShortName>T&M</EngagementTypeShortName>
<EngagementTypeUid>1152921504606863884</EngagementTypeUid>
</EngagementTypeIdentity>
<ExpenseAmountCostBudgetAmount i:nil="true"/>
<HoldbackAmount i:nil="true"/>
<HoldbackPercent i:nil="true"/>
<HoldbackType>N</HoldbackType>
<InheritAddressFlag>true</InheritAddressFlag>
<InheritBillingCycleFlag>true</InheritBillingCycleFlag>
<InheritBillingInstructionsFlag>true</InheritBillingInstructionsFlag>
<InheritClientMessageFlag>true</InheritClientMessageFlag>
<InheritInvoiceContentFlag>true</InheritInvoiceContentFlag>
<InheritInvoiceScopeFlag>true</InheritInvoiceScopeFlag>
<InheritInvoiceTemplateFlag>true</InheritInvoiceTemplateFlag>
<InheritPaymentTermFlag>true</InheritPaymentTermFlag>
<InheritPurchaseOrderNumberFlag>true</InheritPurchaseOrderNumberFlag>
<InheritTimeBillingTypeFlag>true</InheritTimeBillingTypeFlag>
<InvoiceContent>B</InvoiceContent>
<InvoiceScope>E</InvoiceScope>
<InvoiceTemplateIdentity>
<InvoiceTemplateId i:nil="true"/>
<InvoiceTemplateName>A200</InvoiceTemplateName>
<InvoiceTemplateUid>1152921504606878904</InvoiceTemplateUid>
</InvoiceTemplateIdentity>
<ManagerIdentity>
<UserDisplayName>Jack Spratt</UserDisplayName>
<UserId i:nil="true"/>
<UserReferenceSystemId>E123</UserReferenceSystemId>
<UserUid>1152921504607112369</UserUid>
</ManagerIdentity>
<MaxCostContractAmount i:nil="true"/>
<MaxTimeContractAmount i:nil="true"/>
<MinCostContractAmount i:nil="true"/>
<MinTimeContractAmount i:nil="true"/>
<NewEngagementCode i:nil="true"/>
<PaymentTermIdentity>
<PaymentTermId i:nil="true"/>
<PaymentTermName>Net 30</PaymentTermName>
<PaymentTermUid>1152921504606856054</PaymentTermUid>
</PaymentTermIdentity>
<PurchaseOrderNumber>PO Projector PSA</PurchaseOrderNumber>
<ResourceDirectCostTimeBudgetAmount i:nil="true"/>
<RevenueEarnedByDate i:nil="true"/>
<RevenueRecognitionMethod i:nil="true"/>
<TimeAlertsBasisType>E</TimeAlertsBasisType>
<TimeBillingType>H</TimeBillingType>
<TimeBudgetMetric>B</TimeBudgetMetric>
<TimeContractTerms>T</TimeContractTerms>
<Timestamp>AAAAAA61frA=</Timestamp>
<UserDefinedFields/>
<WorkMinutesTimeBudgetAmount i:nil="true"/>
<CalculateEngagementBudgetFlag>true</CalculateEngagementBudgetFlag>
<ChargeableMinutesTimeBudgetAmount i:nil="true"/>
<InheritInvoiceEmailSettingsFlag>true</InheritInvoiceEmailSettingsFlag>
<InvoiceEmailSettings>
<EmailFromUserIdentity>
<UserDisplayName>Bob Smith</UserDisplayName>
<UserId i:nil="true"/>
<UserReferenceSystemId>Partner - 01</UserReferenceSystemId>
<UserUid>1152921504607011056</UserUid>
</EmailFromUserIdentity>
<EmailInvoiceTemplateIdentity>
<InvoiceTemplateId i:nil="true"/>
<InvoiceTemplateName>E004</InvoiceTemplateName>
<InvoiceTemplateUid>1152921504606878909</InvoiceTemplateUid>
</EmailInvoiceTemplateIdentity>
<InvoiceEmailEnabledFlag>true</InvoiceEmailEnabledFlag>
<InvoiceEmailType>H</InvoiceEmailType>
<Recipients>
<PwsInvoiceEmailRecipient>
<RecipientType>T</RecipientType>
<UserIdentity>
<UserDisplayName>Jane Doe</UserDisplayName>
<UserId i:nil="true"/>
<UserReferenceSystemId>E124</UserReferenceSystemId>
<UserUid>1152921504607112368</UserUid>
</UserIdentity>
</PwsInvoiceEmailRecipient>
</Recipients>
</InvoiceEmailSettings>
<InheritRenderReceiptsFlag>true</InheritRenderReceiptsFlag>
<RenderReceiptsFlag>true</RenderReceiptsFlag>
<AutoApplyAvailableBalanceFlag>true</AutoApplyAvailableBalanceFlag>
<InheritAutoApplyAvailableBalanceFlag>true</InheritAutoApplyAvailableBalanceFlag>
<InheritTaxTypesFlag>true</InheritTaxTypesFlag>
<TaxType1Identity>
<TaxTypeCode>VAT</TaxTypeCode>
<TaxTypeId i:nil="true"/>
<TaxTypeUid>1152921504606868258</TaxTypeUid>
</TaxType1Identity>
<TaxType2Identity i:nil="true"/>
<TaxType3Identity i:nil="true"/>
</EngagementDetail>
<ProjectIdentities>
<PwsProjectRef>
<ProjectCode>P001395-001</ProjectCode>
<ProjectId i:nil="true"/>
<ProjectUid>1152921504607412209</ProjectUid>
</PwsProjectRef>
</ProjectIdentities>
<ContractLineItems>
<PwsContractLineItemElement>
<ContractLineItemDetail>
<ContractLineItemCode>P001395-CL1</ContractLineItemCode>
<ContractLineItemId i:nil="true"/>
<ContractLineItemUid>1152921504607083377</ContractLineItemUid>
<ContractLineItemName>Web Services Engagement</ContractLineItemName>
<EngagementIdentity>
<EngagementCode>E001395</EngagementCode>
<EngagementId i:nil="true"/>
<EngagementUid>1152921504607324698</EngagementUid>
</EngagementIdentity>
<CostContractTerms>T</CostContractTerms>
<DeferredRevenueOpeningBalanceEngCurrency>0</DeferredRevenueOpeningBalanceEngCurrency>
<DeferredRevenueOpeningBalanceEngGLCurrency>0</DeferredRevenueOpeningBalanceEngGLCurrency>
<HoldbackAmount i:nil="true"/>
<HoldbackPercent i:nil="true"/>
<HoldbackType>N</HoldbackType>
<MaxCostContractAmount i:nil="true"/>
<MaxTimeContractAmount i:nil="true"/>
<MinCostContractAmount i:nil="true"/>
<MinTimeContractAmount i:nil="true"/>
<RevenueEarnedByDate i:nil="true"/>
<RevenueRecognitionMethod i:nil="true"/>
<RevenueSchedule/>
<TimeContractTerms>T</TimeContractTerms>
<ContractTypeIdentity i:nil="true"/>
<InheritPurchaseOrderNumberFlag>true</InheritPurchaseOrderNumberFlag>
<ModelContractedHoursAndOveragesFlag>false</ModelContractedHoursAndOveragesFlag>
<OverageProjectIdentity i:nil="true"/>
<PurchaseOrderNumber>PO Projector PSA</PurchaseOrderNumber>
<Timestamp>AAAAAA61fo0=</Timestamp>
</ContractLineItemDetail>
<LastFroTimeCardDate i:nil="true"/>
<LastRevenueRecognitionCutoffDate i:nil="true"/>
<Milestones/>
<RevenueCutoffDate>1753-01-01T00:00:00Z</RevenueCutoffDate>
</PwsContractLineItemElement>
</ContractLineItems>
<Client>
<ClientId i:nil="true"/>
<ClientNumber>Projector PSA</ClientNumber>
<ClientUid>1152921504606961482</ClientUid>
<ClientName>Projector PSA</ClientName>
<InactiveFlag>false</InactiveFlag>
<ParentClientIdentity i:nil="true"/>
</Client>
<EffectiveCurrencySymbol>$</EffectiveCurrencySymbol>
<EffectiveCurrencySymbolPlacement>0</EffectiveCurrencySymbolPlacement>
<EffectiveDecimalDigits>2</EffectiveDecimalDigits>
<EffectiveDefaultOpsCultureIdentity>
<OpsCultureId i:nil="true"/>
<OpsCultureName>en-US</OpsCultureName>
<OpsCultureNumber>1033</OpsCultureNumber>
</EffectiveDefaultOpsCultureIdentity>
<EffectiveExcelCurrencyFormat>[$$-409]#,##0.00_);[Red]([$$-409]#,##0.00);</EffectiveExcelCurrencyFormat>
<EffectiveExcelCurrencyFormatRounded>[$$-409]#,##0_);[Red]([$$-409]#,##0);</EffectiveExcelCurrencyFormatRounded>
<Manager>
<UserDisplayName>Jack Spratt</UserDisplayName>
<UserId i:nil="true"/>
<UserReferenceSystemId>E123</UserReferenceSystemId>
<UserUid>1152921504607112369</UserUid>
<EmailAddress>jack@revcorp.bb</EmailAddress>
<FirstName>Jack</FirstName>
<LastName>Spratt</LastName>
<MiddleName i:nil="true"/>
</Manager>
</PwsEngagementElement>
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