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view metadata about engagements, budget performance, and defined KPIs |
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The Engagements topic finds engagements and reports key data about them. You can bring An engagement represents a contract. You create Contract Line Items underneath to represent the terms of this contract. You'll then create projects under those Contract Line Items to deliver on the terms. Use this topic to find engagements, report on key performance indicators, and open engagements for editing. Bring in metadata like Engagement Manager, Client, and Contract Terms. Display color-coded budget performance fields to quickly identify engagement health. In addition, you can specify key performance indicators (KPIs) and flag engagements when user-defined Flag engagements when specified thresholds are exceeded. At this time the Engagements topic provides read-only data. If you wish to edit an engagement, please see the engagement editor help pages.
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Your engagement dashboard can be reached by going to https://app.projectorpsa.com/planning/engagements or by clicking Topics | Plan | Engagements.
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Budget data comes from the Engagement Budget Tab.
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