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set engagement name, cost center, type, stage, and manager |
Info |
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Set engagement name, cost center, type, stage, and manager. |
Permissions and Settings
To make changes on this tab you must have one of the following permissions:
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Fields | Description | |||||
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Engagement Name | This name is shown in reports and dashboards. Maximum of 255 characters. | |||||
Engagement Code | This field may or may not be editable depending on your installation settings. It typically auto populates using a numbering scheme of your choosing. See Auto Numbering of Clients, Engagements, and Projects for more information. | |||||
Engagement Cost Center | The cost center associated with this engagement. If a cost center is grayed out in the selection list, then it is in a different company. You cannot switch between companies. Clone this engagement instead and transfer any time/cost over. Only users with the cost center permission Maintain Advanced Engagement and Project Setup can make this change.
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Engagement Type | Types are defined under the Engagement Type Editor. A type prepopulates the engagement and its projects with various settings, like whether it is billable or non-billable, how time and expenses should be reported, budgets, scheduling, task types, default permissions, and more. When you change an existing engagement type you will be prompted to either keep all your old settings or to apply the new engagement type's settings. An engagement type can be changed at any time, but the following restrictions apply:
There are both practical and logical reasons for these restrictions. We don't let you switch between billable/non-billable or change contract terms because they affect your accounting data. Changing the settings midstream can cause unacceptable data routing. In addition, we try not to change settings that a user has already put time and work into. For example, we don't overwrite your budget numbers if the PM has already put time and effort into defining it. Erasing the work would be counterproductive.
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Engagement Manager | The person in charge of this contract. Defaults to the user who created the engagement. The drop-down menu provides a quick list of potential managers who are marked Include in Project Manager list on their user profile. | |||||
Engagement Stage | When creating a new engagement this defaults to the first Engagement Stage. Stage permissions govern when you can move between stages. Changing the engagement stage may also result in all child project stages changing. For example, when the engagement closes it forces all projects to closed. | |||||
Engagement Client | The client for this engagement. For internal, non-billable G&A projects, Projector recommends you select your own company name. This will cause internal time and expenses to roll up into your internal company. | |||||
Currency | The currency in which the client will be billed. You cannot change the currency. If the currency is incorrect, clone the engagement and transfer any time/cost over. The currency for an engagement is set when it is created. |