Overview
This structure contains the complete set of information about an engagement. The structure is used both to retrieve detailed engagement information and to pass information about an engagement back to the server to get updated.
Format
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Element
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Element
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Data Type
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Required?
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Default
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Description
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Sample Data
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EngagementCode
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String (20)
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On Insert: Yes
On Update: Yes (if the EngagementUid is not supplied)
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The engagement is a unique identifier for an engagement. See "NewEngagementCode" for guidance on how to change the engagement code of an existing engagement.
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EngagementId
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Int32
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On Insert: No
On Update: No
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The engagement Id is a unique identifier for an engagement. For internal use only.
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Projector PSA
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EngagementUid
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Int64
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On Insert: No
On Update: Yes (if the EngagementCode is not supplied)
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The engagement Uid is a unique and immutable identifier for an engagement
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1152921504606961482
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ClientIdentity
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On Insert: Yes
On Update: No
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The client associated with the engagement. Click here for more information.
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EngagementName
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String (255)
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On Insert: Yes
On Update: No
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The engagement name
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Web Services Engagement
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Address
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On Insert: No
On Update: No
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The billing address associated with the engagement. Click here for more information.
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BillingAdjustedRevenueTimeBudgetAmount
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Double
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On Insert: No
On Update: No
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The billing adjusted time revenue time budget amount associated with the engagement
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10000
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BillingCultureIdentity
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On Insert: Yes
On Update: No
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The billing culture associated with the installation
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The billing culture associated with the engagement. Click here for more information.
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en-US
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BillingCycleIdentity
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On Insert: No
On Update: No
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The billing cycle associated with the engagement. Click here for more information.
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BillingInstructions
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String (1000)
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On Insert: No
On Update: No
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The billing instructions associated with the engagement
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This client should be billed on the 15th of each month.
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ClientAmountCostBudgetAmount
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Double
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On Insert: No
On Update: No
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The client amount cost budget amount associated with the engagement
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10000
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ClientMessage
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String (4000)
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On Insert: No
On Update: No
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A per-invoice message to appear on the invoice. This may include RTF markup.
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{\rtf1\ansi\ansicpg1252\deff0{\fonttbl{\f0\fnil\fcharset0 Microsoft Sans Serif;}}
\viewkind4\uc1\pard\lang1033\f0\fs17 Thank you for your business!\par
}
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ClientMessagePlain
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String (4000)
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On Insert: No
On Update: No
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A per-invoice message to appear on the invoice. This is in plain text format.
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Thank you for your business!
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ContractRevenueTimeBudgetAmount
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Double
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On Insert: No
On Update: No
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The contract revenue time budget amount associated with the engagement
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5000
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CostAlertsBasisType
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String (1)
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On Insert: No
On Update: No
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The cost alerts basis type associated with the engagement
"A" for actuals to date
"E" for estimate at completion
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A
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CostBudgetMetric
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String (1)
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On Insert: No
On Update: No
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The cost budget metric associated with the engagement
"C" for client amount
"D" for disbursed amount
"E" for expense amount
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E
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CostCenterIdentity
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On Insert: Yes
On Update: No
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The cost center associated with the engagement. Click here for more information.
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CostContractTerms
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String (1)
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deprecated
** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information **
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CurrencyIdentity
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On Insert: Yes
On Update: No
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The currency associated with the engagement. Click here for more information.
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DisbursedAmountCostBudgetAmount
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Double
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On Insert: No
On Update: No
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The disbursed amount cost buget amount
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10000
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EngagementStageIdentity
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Overview
This structure contains the complete set of information about an engagement. The structure is used both to retrieve detailed engagement information and to pass information about an engagement back to the server to get updated.
Format
Panel | ||
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Elements
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language | xml |
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title | Example 01 |
collapse | true |
Element | Data Type | Required? | Default | Description | Sample Data | |||||||||||||||
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EngagementCode | String (20) | One of EngagementCode or EngagementUid is required | The engagement code is a unique identifier for an engagement. See "NewEngagementCode" for guidance on how to change the engagement code of an existing engagement. | P001320 | ||||||||||||||||
EngagementId | Int32 | On Insert: No On Update: No | The engagement Id is a unique identifier for an engagement. For internal use only. | |||||||||||||||||
EngagementUid | Int64 | See EngagementCode | A unique and immutable identifier for an engagement | 1152921504607326368 | ||||||||||||||||
ClientIdentity | On Insert: Yes On Update: No | The client associated with the engagement | ||||||||||||||||||
EngagementName | String (255) | On Insert: Yes On Update: No | The engagement stage associated with the engagement. Click here for more information. | EngagementTypeIdentity | Web Services Documentation | |||||||||||||||
Address | On Insert: YesNo On Update: No | The engagement type billing address associated wtih with the engagement. Click here for more information.ExpenseAmountCostBudgetAmount | ||||||||||||||||||
BillingAdjustedRevenueTimeBudgetAmount | Double | On Insert: YesNo On Update: No | The expense amount cost billing adjusted time revenue time budget amount | 2500 | HoldbackAmount | Double | deprecated | ** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information ** | HoldbackPercent | Double | deprecated | ** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information ** | HoldbackType | String (1) | deprecated | ** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information ** | InheritAddressFlag | Booleanassociated with the engagement | ||
BillingCultureIdentity | On Insert: Yes On Update: No | The billing culture associated with the installation | The billing culture associated with the engagement | |||||||||||||||||
BillingCycleIdentity | On Insert: No On Update: No | The billing cycle associated with the engagement | ||||||||||||||||||
BillingInstructions | String (1000) | On Insert: No On Update: No | The billing instructions associated with the engagement | Please bill this client at the end of each month. | ||||||||||||||||
ClientAmountCostBudgetAmount | Double | On Insert: No On Update: No | true | If set to 'true', the engagement address is inherited from the client. Please Inheritance for more information. | true/false | InheritBillingCycleFlag | BooleanThe client amount cost budget amount associated with the engagement (applicable only when TimeBudgetMetric is "C", null otherwise) | 10000 | ||||||||||||
ClientMessage | String (4000) | On Insert: No On Update: No | true | If set to 'true', the engagement billing cycle is inherited from the client. Please Inheritance for more information. | true/false | InheritBillingInstructionsFlag | BooleanA per-invoice message to appear on the invoice. This may include RTF markup. | {\rtf1\ansi\ansicpg1252\deff0{\fonttbl{\f0\fnil\fcharset0 Microsoft Sans Serif;}} | ||||||||||||
ClientMessagePlain | String (4000) | On Insert: No On Update: No | true | If set to 'true', the engagement billing instructions is inherited from the client. Please see Inheritance for more information. | true/false | InheritClientMessageFlag | BooleanA per-invoice message to appear on the invoice. This is in plain text format. | We appreciate your business! | ||||||||||||
ContractRevenueTimeBudgetAmount | Double | On Insert: No On Update: No | true | If set to 'true', the engagement client message is inherited from the client. Please see Inheritance for more information. | true/false | InheritInvoiceContentFlag | Boolean | The contract revenue time budget amount associated with the engagement | ||||||||||||
CostAlertsBasisType | String (1) | On Insert: No On Update: No | true | If set to 'true', the engagement invoice content is inherited from the client. Please see Inheritance for more information. | true/false | InheritInvoiceScopeFlag | BooleanThe cost alerts basis type associated with the engagement "A" for actuals to date "E" for estimate at completion | E | ||||||||||||
CostBudgetMetric | String (1) | On Insert: No On Update: No | true | If set to 'true', the engagement invoice scope is inherited from the client. Please see Inheritance for more information. | true/false | InheritInvoiceTemplateFlag | BooleanThe cost budget metric associated with the engagement "C" for client amount "D" for disbursed amount "E" for expense amount | C | ||||||||||||
CostCenterIdentity | On Insert: NoYes On Update: No | true | If set to 'true', the engagement invoice template is inherited from the client. Please see Inheritance for more information. | true/false | ||||||||||||||||
InheritPaymentTermFlag | Boolean | On Insert: No On Update: No | true | If set to 'true', the engagement payment terms is inherited from the client. Please see Inheritance for more information. | true/false | |||||||||||||||
InheritPurchaseOrderNumberFlag | Boolean | On Insert: No On Update: No | true | If set to 'true', the engagement purchase order is inherited from the client. Please see Inheritance for more information. | true/false | |||||||||||||||
InheritTimeBillingTypeFlag | BooleanThe cost center associated with the engagement | |||||||||||||||||||
CostContractTerms | String (1) | deprecated | ** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information ** | |||||||||||||||||
CurrencyIdentity | On Insert: Yes On Update: No | The currency associated with the engagement | ||||||||||||||||||
DisbursedAmountCostBudgetAmount | Double | On Insert: No On Update: No | true | If set to 'true', the engagement time billing type is inherited from the client. Please see Inheritance for more information. | true/false | InvoiceContent | String (1)The disbursed amount cost buget amount (applicable only when TimeBudgetMetric is "D", null otherwise) | |||||||||||||
EngagementStageIdentity | On Insert: NoYes On Update: No | B | The invoice content engagement stage associated with the engagement "B" for time and cost together "S" for time and cost separately | B | InvoiceScope | |||||||||||||||
String (1)EngagementTypeIdentity | On Insert: NoYes On Update: No | E | The invoice scope engagement type associated with wtih the engagement "C" for client "N" for purchase order number "E" for engagement "P" for project | E | InvoiceTemplateIdentity | On Insert: No On Update: No | The invoice template associated with the engagement. Click here for more information. | ManagerIdentity | ||||||||||||
PwsUserRefExpenseAmountCostBudgetAmount | Double | On Insert: Yes On Update: No | The engagement manager associated with the engagement. Click here for more information. MaxCostContractAmountexpense amount cost budget amount (applicable only when TimeBudgetMetric is "E", null otherwise) | |||||||||||||||||
HoldbackAmount | Double | deprecated | ** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information ** | |||||||||||||||||
MaxTimeContractAmountHoldbackPercent | Double | deprecated | ** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information ** | MinCostContractAmount | ||||||||||||||||
DoubleHoldbackType | String (1) | deprecated | ** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information ** | |||||||||||||||||
MinTimeContractAmountInheritAddressFlag | Double | deprecated | ** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information ** | NewEngagementCode | String (20)Boolean | On Insert: No On Update: No | true | If set to 'true', the engagement address is inherited from the client. Please see Inheritance for more information. | true | |||||||||||
InheritBillingCycleFlag | Boolean | On Insert: No On Update: No | The new engagement code. This is used by PwsSaveEngagement to support changing engagement code. You can both identify an engagement by engagement code and modify the engagement code by specifying the original code in EngagementCode and the new value in NewEngagementCode. NewEngagementCode will always be null in responses from PwsGetEngagement. Note that the engagement code may only be changed if numbering for engagements is configured as Manual or Hybrid. | Web Services Engagement - New | PaymentTermIdentity | If set to 'true', the engagement billing cycle is inherited from the client. Please see Inheritance for more information. | true | |||||||||||||
InheritBillingInstructionsFlag | Boolean | On Insert: No On Update: No | The payment term associated with the engagement. Click PwsPaymentTermRef true | If set to 'true', the engagement billing instructions is inherited from the client. Please see Inheritance for more information. | true | |||||||||||||||
PurchaseOrderNumber | String (50)InheritClientMessageFlag | Boolean | On Insert: No On Update: No | The purchase order number associated with the engagement | PO-1234E | ResourceDirectCostTimeBudgetAmount | Doubletrue | If set to 'true', the engagement client message is inherited from the client. Please see Inheritance for more information. | true | |||||||||||
InheritInvoiceContentFlag | Boolean | On Insert: No On Update: No | The resource direct cost time budget amount | 12500 | RevenueEarnedByDate | DateTime | deprecated | ** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information ** | RevenueRecognitionMethod | String (50) | deprecated | TimeAlertsBasisType | String (1)true | If set to 'true', the engagement invoice content is inherited from the client. Please see Inheritance for more information. | true | |||||
InheritInvoiceScopeFlag | Boolean | On Insert: No On Update: No | The time alerts basis type "A" for Actuals to Date "E" for Estimate at Completion | A | TimeBillingType | String (1)true | If set to 'true', the engagement invoice scope is inherited from the client. Please see Inheritance for more information. | true | ||||||||||||
InheritInvoiceTemplateFlag | Boolean | On Insert: No On Update: No | H | The time billing type "D" for Daily "H" for Hourly | D | TimeBudgetMetric | String (1) | true | If set to 'true', the engagement invoice template is inherited from the client. Please see Inheritance for more information. | true | ||||||||||
InheritPaymentTermFlag | Boolean | On Insert: No On Update: No | B | The time budget metric "B" for Billing Adjusted Revenue "C" for Contract Revenue "R" for Resource Direct Cost "H" for Working Hours | B | TimeContractTerms | String (1) | deprecated | Timestamp | Stringtrue | If set to 'true', the engagement payment terms is inherited from the client. Please see Inheritance for more information. | true | ||||||||
InheritPurchaseOrderNumberFlag | Boolean | On Insert: No On Update: No | Base64 encoded timestamp | AAAAAA61gVA= | UserDefinedFields | true | If set to 'true', the engagement purchase order is inherited from the client. Please see Inheritance for more information. | true | ||||||||||||
InheritTimeBillingTypeFlag | Boolean | On Insert: No On Update: NoThe user defined fields associated with the engagement. Click here | true | If set to 'true', the engagement time billing type is inherited from the client. Please see Inheritance for more information. | WorkMinutesTimeBudgetAmount | Int32 | true | |||||||||||||
InvoiceContent | String (1) | On Insert: No On Update: No | B | The time budget amount for work minutes (applicable only when time budget metric is H, null otherwise) | 3660 | CalculateEngagementBudgetFlag | Booleaninvoice content associated with the engagement "B" for time and cost together "S" for time and cost separately | B | ||||||||||||
InvoiceScope | String (1) | On Insert: No On Update: No | true | If set to 'true', the engagement budget flag will be calculated based on the sum of the project budgets E | The invoice scope associated with the engagement | true/false | ChargeableMinutesTimeBudgetAmount | Int32"C" for client "N" for purchase order number "E" for engagement "P" for project | E | |||||||||||
InvoiceTemplateIdentity | On Insert: No On Update: No | The chargeable minutes time budget amount | 3660 | InheritInvoiceEmailSettingsFlag | Booleaninvoice template associated with the engagement | |||||||||||||||
ManagerIdentity | On Insert: NoYes On Update: No | false | If set to 'true', the invoice email settings will be inherited from the client. Click Inheritance for more information. | true/false | InvoiceEmailSettings | The engagement manager associated with the engagement | ||||||||||||||
MaxCostContractAmount | Double | deprecated | ** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information ** | |||||||||||||||||
MaxTimeContractAmount | Double | deprecated | ** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information ** | |||||||||||||||||
MinCostContractAmount | Double | deprecated | ** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information ** | |||||||||||||||||
MinTimeContractAmount | Double | deprecated | ** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information ** | |||||||||||||||||
NewEngagementCode | String (20) | On Insert: No On Update: No | Invoice email settings control whether email distribution of invoices is enabled for this client, and if so, who the sender and recipients of the email are, the subject line, the email template and other related settings that are in effect. Click here for more informaiton. | InheritRenderReceiptsFlag | BooleanThe new engagement code. This is used by PwsSaveEngagement to support changing an existing engagement code. You can both identify an engagement by engagement code and modify the engagement code by specifying the original code in EngagementCode and the new value in NewEngagementCode. NewEngagementCode will always be null in responses from PwsGetEngagement. On Insert, if both the EngagementCode and NewEngagementCode are specified, the NewEngagementCode will take precedence. Note: The engagement code may only be changed if numbering for engagements is configured as Manual or Hybrid. | |||||||||||||||
PaymentTermIdentity | On Insert: No On Update: No | true | If set to 'true', the render receipts setting for the engagement will be inherited from the client. Click Inheritance The payment term associated with the engagement. Click PwsPaymentTermRef for more information. | true/false | RenderReceiptsFlag | |||||||||||||||
BooleanPurchaseOrderNumber | String (50) | On Insert: No On Update: No | false | If set to 'true', receipts will be rendered on invoices The purchase order number associated with the engagement. | true/false | AutoApplyAvailableBalanceFlag | Boolean | P-001 | ||||||||||||
ResourceDirectCostTimeBudgetAmount | Double | On Insert: No On Update: No | false | If set to 'true', the engagement's pre-payment balance will be automatically appliled to the balance on new invoices | true/false | |||||||||||||||
InheritAutoApplyAvailableBalanceFlag | Boolean | On Insert: No On Update: No | true | If set to 'true', the auto apply available balance engagement setting will be inherited from the client. Click Inheritance for more information. | true/false | |||||||||||||||
InheritTaxTypesFlag | Boolean | The resource direct cost time budget amount (applicable only when TimeBudgetMetric is "R", null otherwise) | ||||||||||||||||||
RevenueEarnedByDate | DateTime | deprecated | ** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information ** | |||||||||||||||||
RevenueRecognitionMethod | String (50) | deprecated | ** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information ** | |||||||||||||||||
TimeAlertsBasisType | String (1) | On Insert: No On Update: No | true | If set to 'true', the tax type(s) associatd with the engagement will be inherited from the client. Click Inheritance for more information. | true/false | TaxType1Identity | PwsTaxTypeRefThe time alerts basis type "A" for Actuals to Date "E" for Estimate at Completion | E | ||||||||||||
TimeBillingType | String (1) | On Insert: No On Update: No | The tax types that apply for invoices under this engagement. Click here for more information. | TaxType2Identity | The time billing type "D" for Daily "H" for Hourly | H | ||||||||||||||
TimeBudgetMetric | String (1) | On Insert: No On Update: No | The tax types that apply for invoices under this engagement. Click here for more information. | TaxType3Identity | The time budget metric "B" for Billing Adjusted Revenue "C" for Contract Revenue "R" for Resource Direct Cost "H" for Working Hours | B | ||||||||||||||
TimeContractTerms | String (1) | deprecated | ** This field has been deprecated in favor of Contract Line Items. Please see PwsContractLineItemDetail for more information ** | |||||||||||||||||
Timestamp | String | On Insert: No On Update: No | The tax types that apply for invoices under this engagement. Click here for more information. |
Usage Example(s)
Base64 encoded timestamp | AAAAAA971aM= | ||||
On Insert: No On Update: No | The user defined fields associated with the engagement | ||||
WorkMinutesTimeBudgetAmount | Int32 | On Insert: No On Update: No | The time budget amount for work minutes (applicable only when TimeBudgetMetric is "H", null otherwise) | ||
CalculateEngagementBudgetFlag | Boolean | On Insert: No On Update: No | true | If set to 'true', the engagement budget flag will be calculated based on the sum of the project budgets associated with the engagement | true |
ChargeableMinutesTimeBudgetAmount | Int32 | On Insert: No On Update: No | The chargeable minutes time budget amount. | ||
InheritInvoiceEmailSettingsFlag | Boolean | On Insert: No On Update: No | false | If set to 'true', the invoice email settings will be inherited from the client. Please see Inheritance for more information. | true |
InvoiceEmailSettings | On Insert: No On Update: No | Invoice email settings control whether email distribution of invoices is enabled for this client, and if so, who the sender and recipients of the email are, the subject line, the email template and other related settings that are in effect. | |||
InheritRenderReceiptsFlag | Boolean | On Insert: No On Update: No | true | If set to 'true', the render receipts setting for the engagement will be inherited from the client. Please see Inheritance for more information. | true |
RenderReceiptsFlag | Boolean | On Insert: No On Update: No | false | If set to 'true', receipts will be rendered on invoices associated with the engagement. | true |
AutoApplyAvailableBalanceFlag | Boolean | On Insert: No On Update: No | false | If set to 'true', the engagement's pre-payment balance will be automatically applied to the balance on new invoices | true |
InheritAutoApplyAvailableBalanceFlag | Boolean | On Insert: No On Update: No | true | If set to 'true', the auto apply available balance engagement setting will be inherited from the client. Please see Inheritance for more information. | true |
InheritTaxTypesFlag | Boolean | On Insert: No On Update: No | true | If set to 'true', the tax type(s) associated with the engagement will be inherited from the client. Please see Inheritance for more information. | true |
TaxType1Identity | On Insert: No On Update: No | The tax types that apply for invoices under this engagement | |||
TaxType2Identity | On Insert: No On Update: No | The tax types that apply for invoices under this engagement | |||
TaxType3Identity | On Insert: No On Update: No | The tax types that apply for invoices under this engagement | |||
InheritRenderedInvoiceFormatFlag | Boolean | On Insert: No On Update: No | true | If set to 'true', the rendered invoice format setting for the engagement will be inherited from the client. Please see Inheritance for more information. | |
RenderedInvoiceFormat | String(1) | On Insert: No On Update: No | The configured rendered invoice format (P for PDF, X for XLS, C for CSV). Controls the format of rendered invoices. Most commonly, they are rendered as PDFs. | ||
ManagementTeam | PwsEngagementManagementTeamMember[] | This structure represents a member of the engagement management team for an engagement. |
Usage Example(s)
Code Block | ||||||
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<b:EngagementDetail> <b:EngagementCode>P001320</b:EngagementCode> <b:EngagementId i:nil="true"/> <b:EngagementUid>1152921504607326368</b:EngagementUid> <b:ClientIdentity> <b:ClientId i:nil="true"/> <b:ClientNumber>C000121</b:ClientNumber> <b:ClientUid>1152921504606998462</b:ClientUid> </b:ClientIdentity> <b:EngagementName>Web Services Documentation</b:EngagementName> <b:Address> <b:AddressLine1>100 Main Street</b:AddressLine1> <b:AddressLine2 i:nil="true"/> <b:Attention>Finance</b:Attention> <b:City>Boston</b:City> <b:CompanyName>Acme 1000</b:CompanyName> <b:Country>USA</b:Country> <b:StateOrProvince>MA</b:StateOrProvince> <b:ZipOrPostalCode>02114</b:ZipOrPostalCode> </b:Address> <b:BillingAdjustedRevenueTimeBudgetAmount i:nil="true"/> <b:BillingCultureIdentity> <b:CultureId i:nil="true"/> <b:CultureName>en-US</b:CultureName> <b:CultureUid>1152921504606851419</b:CultureUid> </b:BillingCultureIdentity> <b:BillingCycleIdentity> <b:BillingCycleId i:nil="true"/> <b:BillingCycleName>Monthly</b:BillingCycleName> <b:BillingCycleUid>1152921504606853180</b:BillingCycleUid> </b:BillingCycleIdentity> <b:BillingInstructions>Please bill this client at the end of each month.</b:BillingInstructions> <b:ClientAmountCostBudgetAmount i:nil="true"/> <b:ClientMessage>{\rtf1\ansi\ansicpg1252\deff0{\fonttbl{\f0\fnil\fcharset0 Microsoft Sans Serif;}} \viewkind4\uc1\pard\lang1033\f0\fs17We appreciate your business!\par}</b:ClientMessage> <b:ClientMessagePlain>We appreciate your business!</b:ClientMessagePlain> <b:ContractRevenueTimeBudgetAmount i:nil="true"/> <b:CostAlertsBasisType>E</b:CostAlertsBasisType> <b:CostBudgetMetric>C</b:CostBudgetMetric> <b:CostCenterIdentity> <b:CostCenterId i:nil="true"/> <b:CostCenterName>Executive Team (USA)</b:CostCenterName> <b:CostCenterNumber>Executive Team (USA)</b:CostCenterNumber> <b:CostCenterUid>1152921504606867363</b:CostCenterUid> </b:CostCenterIdentity> <b:CostContractTerms>T</b:CostContractTerms> <b:CurrencyIdentity> <b:CurrencyCode>USD</b:CurrencyCode> <b:CurrencyId i:nil="true"/> <b:CurrencyUid>1152921504606851838</b:CurrencyUid> </b:CurrencyIdentity> <b:DisbursedAmountCostBudgetAmount i:nil="true"/> <b:EngagementStageIdentity> <b:EngagementStageId i:nil="true"/> <b:EngagementStageName>Open</b:EngagementStageName> <b:EngagementStageShortName>Open</b:EngagementStageShortName> <b:EngagementStageUid>1152921504606849675</b:EngagementStageUid> </b:EngagementStageIdentity> <b:EngagementTypeIdentity> <b:EngagementTypeId i:nil="true"/> <b:EngagementTypeName>Executive - Contract Type</b:EngagementTypeName> <b:EngagementTypeShortName>ECT</b:EngagementTypeShortName> <b:EngagementTypeUid>1152921504606873528</b:EngagementTypeUid> </b:EngagementTypeIdentity> <b:ExpenseAmountCostBudgetAmount i:nil="true"/> <b:HoldbackAmount i:nil="true"/> <b:HoldbackPercent i:nil="true"/> <b:HoldbackType>N</b:HoldbackType> <b:InheritAddressFlag>true</b:InheritAddressFlag> <b:InheritBillingCycleFlag>true</b:InheritBillingCycleFlag> <b:InheritBillingInstructionsFlag>true</b:InheritBillingInstructionsFlag> <b:InheritClientMessageFlag>true</b:InheritClientMessageFlag> <b:InheritInvoiceContentFlag>true</b:InheritInvoiceContentFlag> <b:InheritInvoiceScopeFlag>true</b:InheritInvoiceScopeFlag> <b:InheritInvoiceTemplateFlag>true</b:InheritInvoiceTemplateFlag> <b:InheritPaymentTermFlag>true</b:InheritPaymentTermFlag> <b:InheritPurchaseOrderNumberFlag>true</b:InheritPurchaseOrderNumberFlag> <b:InheritTimeBillingTypeFlag>true</b:InheritTimeBillingTypeFlag> <b:InvoiceContent>B</b:InvoiceContent> <b:InvoiceScope>E</b:InvoiceScope> <b:InvoiceTemplateIdentity> <b:InvoiceTemplateId i:nil="true"/> <b:InvoiceTemplateName>A100</b:InvoiceTemplateName> <b:InvoiceTemplateUid>1152921504606878901</b:InvoiceTemplateUid> </b:InvoiceTemplateIdentity> <b:ManagerIdentity> <b:UserDisplayName>Betty Smith</b:UserDisplayName> <b:UserId i:nil="true"/> <b:UserReferenceSystemId>Partner - 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i:nil="true"/> <b:UdfName>EN-Date</b:UdfName> <b:UdfUid>1152921504606856799</b:UdfUid> <b:BooleanValue i:nil="true"/> <b:DataType>D</b:DataType> <b:DateValue>2018-01-17T00:00:00Z</b:DateValue> <b:IntegerValue i:nil="true"/> <b:ResourceIdentityValue i:nil="true"/> <b:TextValue i:nil="true"/> <b:UdfTreatment>A</b:UdfTreatment> <b:StoplightValues/> <b:NumericValue i:nil="true"/> <b:RelationValue i:nil="true"/> </b:PwsUserDefinedFieldDetail> <b:PwsUserDefinedFieldDetail> <b:UdfId i:nil="true"/> <b:UdfName>EN-Numeric</b:UdfName> <b:UdfUid>1152921504606856800</b:UdfUid> <b:BooleanValue i:nil="true"/> <b:DataType>I</b:DataType> <b:DateValue i:nil="true"/> <b:IntegerValue>1</b:IntegerValue> <b:ResourceIdentityValue i:nil="true"/> <b:TextValue i:nil="true"/> <b:UdfTreatment>A</b:UdfTreatment> <b:StoplightValues/> <b:NumericValue>1</b:NumericValue> <b:RelationValue i:nil="true"/> </b:PwsUserDefinedFieldDetail> <b:PwsUserDefinedFieldDetail> <b:UdfId i:nil="true"/> <b:UdfName>EN-Resource</b:UdfName> <b:UdfUid>1152921504606856801</b:UdfUid> <b:BooleanValue i:nil="true"/> <b:DataType>R</b:DataType> <EngagementDetail> <EngagementCode>E001395</EngagementCode><b:DateValue i:nil="true"/> <EngagementId<b:IntegerValue i:nil="true"/> <EngagementUid>1152921504607324698</EngagementUid> <b:ResourceIdentityValue> <ClientIdentity> <b:ResourceDisplayName>John Doe</b:ResourceDisplayName> <ClientId i:nil="true"/> <b:ResourceId i:nil="true"/> <ClientNumber>Projector PSA</ClientNumber> <ClientUid>1152921504606961482</ClientUid> <b:ResourceReferenceSystemId>E123</b:ResourceReferenceSystemId> </ClientIdentity> <b:ResourceUid>1152921504607062225</b:ResourceUid> <EngagementName>Web Services Engagement</EngagementName> </b:ResourceIdentityValue> <Address> <b:TextValue i:nil="true"/> <AddressLine1>85 Merrimac Street</AddressLine1> <b:UdfTreatment>A</b:UdfTreatment> <AddressLine2>200</AddressLine2> <Attention i:nil="true"<b:StoplightValues/> <City>Boston</City> <b:NumericValue i:nil="true"/> <CompanyName>Projector PSA</CompanyName> <b:RelationValue i:nil="true"/> <Country>USA</Country> </b:PwsUserDefinedFieldDetail> <StateOrProvince>MA</StateOrProvince> <b:PwsUserDefinedFieldDetail> <ZipOrPostalCode>02114</ZipOrPostalCode> <b:UdfId i:nil="true"/> </Address> <b:UdfName>EN-Text</b:UdfName> <BillingAdjustedRevenueTimeBudgetAmount i:nil="true"/> <b:UdfUid>1152921504606856802</b:UdfUid> <BillingCultureIdentity> <CultureId<b:BooleanValue i:nil="true"/> <CultureName>en-US</CultureName> <b:DataType>T</b:DataType> <CultureUid>1152921504606851419</CultureUid> <b:DateValue i:nil="true"/> </BillingCultureIdentity> <b:IntegerValue i:nil="true"/> <BillingCycleIdentity> <BillingCycleId<b:ResourceIdentityValue i:nil="true"/> <b:TextValue>Web Services Documentation</b:TextValue> <BillingCycleName>Monthly</BillingCycleName> <b:UdfTreatment>A</b:UdfTreatment> <BillingCycleUid>1152921504606853180</BillingCycleUid> <b:StoplightValues/> </BillingCycleIdentity> <BillingInstructions>This client should be billed on the 15th of each month.</BillingInstructions><b:NumericValue i:nil="true"/> <ClientAmountCostBudgetAmount<b:RelationValue i:nil="true"/> <ClientMessage>{\rtf1\ansi\ansicpg1252\deff0{\fonttbl{\f0\fnil\fcharset0 Microsoft Sans Serif;}} \viewkind4\uc1\pard\lang1033\f0\fs17 Thank you for your business!\par }</ClientMessage> </b:PwsUserDefinedFieldDetail> <b:PwsUserDefinedFieldDetail> <ClientMessagePlain>Thank you for your business!</ClientMessagePlain> <ContractRevenueTimeBudgetAmount<b:UdfId i:nil="true"/> <CostAlertsBasisType>E</CostAlertsBasisType> <b:UdfName>EN-Text List</b:UdfName> <CostBudgetMetric>C</CostBudgetMetric><b:UdfUid>1152921504606856803</b:UdfUid> <CostCenterIdentity><b:BooleanValue i:nil="true"/> <CostCenterId i:nil="true"/><b:DataType>L</b:DataType> <CostCenterName>Executive Team (USA)</CostCenterName><b:DateValue i:nil="true"/> <CostCenterNumber>Executive Team (USA)</CostCenterNumber><b:IntegerValue i:nil="true"/> <CostCenterUid>1152921504606867363</CostCenterUid> <b:ResourceIdentityValue i:nil="true"/> </CostCenterIdentity> <b:TextValue>EN-1A</b:TextValue> <CostContractTerms>T</CostContractTerms> <b:UdfTreatment>A</b:UdfTreatment> <CurrencyIdentity> <b:StoplightValues/> <CurrencyCode>USD</CurrencyCode> <CurrencyId<b:NumericValue i:nil="true"/> <CurrencyUid>1152921504606851838</CurrencyUid> <b:RelationValue i:nil="true"/> </CurrencyIdentity>b:PwsUserDefinedFieldDetail> <b:PwsUserDefinedFieldDetail> <DisbursedAmountCostBudgetAmount i:nil="true"/> <EngagementStageIdentity> <b:UdfId i:nil="true"/> <EngagementStageId i:nil="true"/> <b:UdfName>EN-Boolean</b:UdfName> <EngagementStageName>Open</EngagementStageName> <b:UdfUid>1152921504606856804</b:UdfUid> <EngagementStageShortName>Open</EngagementStageShortName> <b:BooleanValue>true</b:BooleanValue> <EngagementStageUid>1152921504606849675</EngagementStageUid> <b:DataType>Y</b:DataType> </EngagementStageIdentity> <b:DateValue i:nil="true"/> <EngagementTypeIdentity> <EngagementTypeId<b:IntegerValue i:nil="true"/> <EngagementTypeName>Billable - Time and Materials</EngagementTypeName><b:ResourceIdentityValue i:nil="true"/> <EngagementTypeShortName>T&M</EngagementTypeShortName> <b:TextValue i:nil="true"/> <EngagementTypeUid>1152921504606863884</EngagementTypeUid> <b:UdfTreatment>A</b:UdfTreatment> </EngagementTypeIdentity> <b:StoplightValues/> <ExpenseAmountCostBudgetAmount i:nil="true"/> <HoldbackAmount <b:NumericValue i:nil="true"/> <HoldbackPercent <b:RelationValue i:nil="true"/> <HoldbackType>N</HoldbackType> </b:PwsUserDefinedFieldDetail> <b:PwsUserDefinedFieldDetail> <InheritAddressFlag>true</InheritAddressFlag> <InheritBillingCycleFlag>true</InheritBillingCycleFlag> <b:UdfId i:nil="true"/> <InheritBillingInstructionsFlag>true</InheritBillingInstructionsFlag> <b:UdfName>EN-Stoplight</b:UdfName> <InheritClientMessageFlag>true</InheritClientMessageFlag> <b:UdfUid>1152921504606856813</b:UdfUid> <InheritInvoiceContentFlag>true</InheritInvoiceContentFlag> <InheritInvoiceScopeFlag>true</InheritInvoiceScopeFlag><b:BooleanValue i:nil="true"/> <InheritInvoiceTemplateFlag>true</InheritInvoiceTemplateFlag> <b:DataType>S</b:DataType> <InheritPaymentTermFlag>true</InheritPaymentTermFlag> <b:DateValue i:nil="true"/> <InheritPurchaseOrderNumberFlag>true</InheritPurchaseOrderNumberFlag> <b:IntegerValue i:nil="true"/> <InheritTimeBillingTypeFlag>true</InheritTimeBillingTypeFlag> <InvoiceContent>B</InvoiceContent> <b:ResourceIdentityValue i:nil="true"/> <InvoiceScope>E</InvoiceScope> <b:TextValue i:nil="true"/> <InvoiceTemplateIdentity> <b:UdfTreatment>A</b:UdfTreatment> <InvoiceTemplateId i:nil="true"/> <b:StoplightValues> <InvoiceTemplateName>A200</InvoiceTemplateName> <InvoiceTemplateUid>1152921504606878904</InvoiceTemplateUid><b:PwsStoplightValue> </InvoiceTemplateIdentity> <b:AsOfDate>2018-01-17T00:00:00Z</b:AsOfDate> <ManagerIdentity> <UserDisplayName>Jack Spratt</UserDisplayName><b:SortOrder>3</b:SortOrder> <UserId i:nil="true"/> </b:PwsStoplightValue> <UserReferenceSystemId>E123</UserReferenceSystemId> </b:StoplightValues> <UserUid>1152921504607112369</UserUid> <b:NumericValue i:nil="true"/> </ManagerIdentity> <MaxCostContractAmount<b:RelationValue i:nil="true"/> <MaxTimeContractAmount i:nil="true"/> </b:PwsUserDefinedFieldDetail> <MinCostContractAmount i:nil="true"/><b:PwsUserDefinedFieldDetail> <MinTimeContractAmount<b:UdfId i:nil="true"/> <NewEngagementCode i:nil="true"/> <b:UdfName>EN-Multiline</b:UdfName> <b:UdfUid>1152921504606858520</b:UdfUid> <PaymentTermIdentity> <PaymentTermId<b:BooleanValue i:nil="true"/> <PaymentTermName>Net 30</PaymentTermName> <b:DataType>T</b:DataType> <PaymentTermUid>1152921504606856054</PaymentTermUid> <b:DateValue i:nil="true"/> </PaymentTermIdentity> <b:IntegerValue i:nil="true"/> <PurchaseOrderNumber>PO Projector PSA</PurchaseOrderNumber> <ResourceDirectCostTimeBudgetAmount<b:ResourceIdentityValue i:nil="true"/> <RevenueEarnedByDate i:nil="true"/><b:TextValue>Web Services Documentation</b:TextValue> <RevenueRecognitionMethod i:nil="true"/><b:UdfTreatment>A</b:UdfTreatment> <TimeAlertsBasisType>E</TimeAlertsBasisType> <b:StoplightValues/> <TimeBillingType>H</TimeBillingType> <b:NumericValue i:nil="true"/> <TimeBudgetMetric>B</TimeBudgetMetric> <b:RelationValue i:nil="true"/> <TimeContractTerms>T</TimeContractTerms> <Timestamp>AAAAAA61frA=</Timestamp>b:PwsUserDefinedFieldDetail> <UserDefinedFields</>b:UserDefinedFields> <WorkMinutesTimeBudgetAmount<b:WorkMinutesTimeBudgetAmount i:nil="true"/> <CalculateEngagementBudgetFlag>true<<b:CalculateEngagementBudgetFlag>true</b:CalculateEngagementBudgetFlag> <ChargeableMinutesTimeBudgetAmount<b:ChargeableMinutesTimeBudgetAmount i:nil="true"/> <InheritInvoiceEmailSettingsFlag>true<<b:InheritInvoiceEmailSettingsFlag>true</b:InheritInvoiceEmailSettingsFlag> <InvoiceEmailSettings><b:InvoiceEmailSettings> <EmailFromUserIdentity><b:EmailFromUserIdentity> <UserDisplayName>Bob<b:UserDisplayName>Betty Smith</b:UserDisplayName> <UserId<b:UserId i:nil="true"/> <UserReferenceSystemId>Partner<b:UserReferenceSystemId>Partner - 01</b:UserReferenceSystemId> <UserUid>1152921504607011056<<b:UserUid>1152921504607011056</b:UserUid> </b:EmailFromUserIdentity> <EmailInvoiceTemplateIdentity><b:EmailInvoiceTemplateIdentity> <InvoiceTemplateId<b:InvoiceTemplateId i:nil="true"/> <InvoiceTemplateName>E004<<b:InvoiceTemplateName>E001</b:InvoiceTemplateName> <InvoiceTemplateUid>1152921504606878909<<b:InvoiceTemplateUid>1152921504606878906</b:InvoiceTemplateUid> </b:EmailInvoiceTemplateIdentity> <InvoiceEmailEnabledFlag>true<<b:InvoiceEmailEnabledFlag>true</b:InvoiceEmailEnabledFlag> <InvoiceEmailType>H<<b:InvoiceEmailType>P</b:InvoiceEmailType> <Recipients><b:Recipients> <b:PwsInvoiceEmailRecipient> <PwsInvoiceEmailRecipient> <RecipientType>T</<b:RecipientType>T</b:RecipientType> <UserIdentity><b:UserIdentity> <UserDisplayName>Jane<b:UserDisplayName>Abby Doe<Whelan</b:UserDisplayName> <UserId<b:UserId i:nil="true"/> <UserReferenceSystemId>E124<<b:UserReferenceSystemId>OPA02</b:UserReferenceSystemId> <UserUid>1152921504607112368<<b:UserUid>1152921504607062210</b:UserUid> </b:UserIdentity> </b:PwsInvoiceEmailRecipient> </b:Recipients> </b:InvoiceEmailSettings> <InheritRenderReceiptsFlag>true<<b:InheritRenderReceiptsFlag>true</b:InheritRenderReceiptsFlag> <RenderReceiptsFlag>true<<b:RenderReceiptsFlag>false</b:RenderReceiptsFlag> <AutoApplyAvailableBalanceFlag>true<<b:AutoApplyAvailableBalanceFlag>false</b:AutoApplyAvailableBalanceFlag> <InheritAutoApplyAvailableBalanceFlag>true<<b:InheritAutoApplyAvailableBalanceFlag>true</b:InheritAutoApplyAvailableBalanceFlag> <InheritTaxTypesFlag>true<<b:InheritTaxTypesFlag>true</b:InheritTaxTypesFlag> <TaxType1Identity><b:TaxType1Identity> <TaxTypeCode>VAT<<b:TaxTypeCode>VAT</b:TaxTypeCode> <TaxTypeId<b:TaxTypeId i:nil="true"/> <TaxTypeUid>1152921504606868258<<b:TaxTypeUid>1152921504606868258</b:TaxTypeUid> </b:TaxType1Identity> <TaxType2Identity<b:TaxType2Identity i:nil="true"/> <TaxType3Identity<b:TaxType3Identity i:nil="true"/> </b:EngagementDetail> |