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model your engagement lifecycle through control of permissions, notifications, permissible edits |
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This form is reached by choosing View | Administration | Setup Heading | Stages | Engagement Subtab | Click Edit.
Permissions and Settings
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Stage Setting | Description |
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Allow Deferred Revenue Transfers From | In 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 To | In 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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