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Engagement Types have three functions. They are used to prepopulate settings for new engagements and projects, to group like engagements together for reporting purposes, and to properly route accounting transactions. The engagement type determines a number of default settings for new engagements and projects - like whether it is billable or non-billable, how time and expenses should be reported, budgets, scheduling, task types, default permissions, and more. To learn more about engagement types and what they control, see the Engagement Type Editor help page. |
Where do I change the engagement type?
From the engagement info tab. Edit any engagement or project. Go to the Engagement | Info subtabSearch for the engagement you would like to update, and then access the engagement landing page. Choose a new value from the Type Engagement Type dropdown list.
Who can change the engagement type?
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