Engagements
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. Flag engagements when specified thresholds are exceeded.
Your engagement dashboard can be reached by going to https://app.projectorpsa.com/x/EngagementSearch or by clicking Projects & Planning | Engagements.
Permissions and Settings
You can access this topic if you can view at least one engagement. You can view an engagement if:
You are the engagement manager
You have the cost center permission View Projects for the engagement's cost center
To display data driven by RDC, you need the global permission Resource Direct Cost Data. For instance profitability, margin, and RDC budgets.
Budget data comes from the Engagement Budget Tab.
Flex Search
You can search on the following fields.
Field | Category | Description |
|---|---|---|
Client | Client |
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Client UDFs | Client |
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Engagement | Engagement |
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Engagement Code | Engagement |
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Engagement Name | Engagement |
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Engagement Cost Center | Engagement |
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Engagement Company | Engagement |
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Engagement Currency | Engagement |
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Engagement Manager | Engagement |
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Engagement Stage | Engagement |
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Engagement Type | Engagement |
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Engagement Type Productive (Yes/No) | Engagement |
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Billing Cycle | Engagement |
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Engagement UDFs | Engagement |
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Smart Grid
The smart grid is displayed in the lower half of the screen and shows your search results.
Budget Alerts
Some cells are dynamically color-coded based on project budget consumption. The colors are defined in the Budget Alerts Editor. The budget definition is defined on the Project Budget Tab. The Time/Cost Budget tables below have a column that indicate whether a column is tied to budget color-coding, but a quick rule is that any field with the word Alert in it should be color-coded.
KPIs
Key Performance Indicators (KPIs) - If a field is marked as a KPI then you can set up a flag to turn the field red. For example, if project margin is below 75% then flag the cell red.
Edit your results grid to include a KPI field.
Click the white/blue arrow icon (
) and an editor window will appear. Fill out the form.
Values that fulfill the criteria are colored red
Result Columns
Reporting Currency - you'll notice that some fields are duplicated, except that one field has "Reporting Currency" in parentheses after it. These fields will display a currency based on your search settings. For example, you might see Billing Adjusted Revenue (GBP). These fields are FX'd based on the settings in your Currencies and FX Rates Editor. If you want to see values in the engagement's natural currency, choose the version that does not include a currency after it. If you want to change the displayed currency, go to Options | Customize results grids | Reporting Currency.
User-Defined Fields - If your installation has user defined fields (UDFs), then you'll see these as options in your grid too. Each UDF will be preceded by its type. For example, the project UDF "Priority" would be listed as "Project Priority".
Resource Direct Cost - If a field displays Resource Direct Cost (RDC) data, or the field is calculated using RDC data, then only certain users are allowed to add the column to their grid. See the Permissions and Settings section on this page to learn more.
Billing
These fields have to do with whether the time cards, cost cards, or milestones are on an issued invoice.
Field | KPI | Description |
|---|---|---|
% Unbilled Billing Adj Revenue | Yes | Percentage of actual time that has not yet been billed |
Billed Billing Adj Revenue | Yes | Actual time that has been billed. For T&M/NTE contracts this will be the amount on issued invoices. For FP contracts it will be zero. |
Billed Billing Adj Revenue (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
Billed Client Amount | Yes | Total client amount on invoiced cost cards |
Billed Client Amount (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
Billed Milestone Amount | Yes | Total milestone amount on invoiced milestones |
Billed Milestone Amount (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
Billing Address Attention |
| |
Billing Address Company Name |
| |
Billing Address Line 1 |
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Billing Address Line 2 |
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Billing Address City |
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Billing Address State or Province |
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Billing Address ZIP or Postal Code |
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Billing Address Country |
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Billing Address Instructions |
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Billing Culture |
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Client Message |
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Email from Display Name |
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Email from Employee ID |
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Email from First Name |
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Email from Last Name |
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Email from Email Address |
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Email Template Name |
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Foregone Milestone Count | Yes | The number of foregone milestones |
Invoice Content |
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Invoice Email Enabled (Yes/No) |
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Invoice Email Type |
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Invoice Scope |
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Invoice Template Name |
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Late Milestone Count | Yes | The number of late milestones |
Payment Terms Name |
| |
Purchase Order Number |
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Tax Type 1 Code |
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Tax Type 1 Name |
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Tax Type 2 Code |
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Tax Type 2 Name |
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Tax Type 3 Code |
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Tax Type 3 Name |
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Time Billing Type |
| |
Total Milestone Count |
| Thte total number of milestones |
Unbilled Billing Adj Revenue | Yes | Total amount of time cards that are not yet on an issued invoice |
Unbilled Billing Adj Revenue (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
Unbilled Client Amount | Yes | Total amount of cost cards that are not yet on an issued invoice |
Unbilled Client Amount (Reporting Currency) | Yes | Same as above, but FX'd to your specified currency (see grid options) |
Client
See the Client Editor to view/edit these values.
Field | KPI | Description |
|---|---|---|
Primary Client Name |
| |
Primary Client Number |
| |
Client Levels |
| An option is dynamically added for each client level defined in your installation. See System Settings General Tab. |
Client UDFs |
|
Engagement
These settings are managed on the Engagement Info Tab.
Field | KPI | Description |
|---|---|---|
Auto-Apply Available Balance |
| Engagement Billing Tab - for engagements with a pre-payment balance, automatically apply the balance to new invoices. |
Billing Cycle Name |
| |
Calculate Engagement Budgets from Project Budgets (Yes/No) |
| Rather than defining a separate budget for your engagement and your projects, and the headaches associated with keeping them in sync, you can optionally drive your engagement budget based on the summation of its project budgets. See Engagement Budget Tab. This flag tells you whether this feature is enabled or not. |
Contract Line Item Count |
| The number of contract line items under an engagement |
Deferred Revenue Opening Balance |
| XXXXXXXXXXXXX |
Deferred Revenue Opening Balance (Reporting Currency) |
| Same as above, but FX'd to your specified currency (see grid options) |
Engagement Code |
| |
Engagement Company Name |
| |
Engagement Company Number |
| |
Engagement Cost Center Levels |
| A field will be dynamically added and named based on the cost center levels defined in your installation. See Cost Center Editor. |
Engagement Count |
| Number of engagements under this node. For example, number of engagements for this client. |
Engagement Currency Code |
| |
Engagement Manager Display Name |
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Engagement Manager Email Address |
|
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Engagement Manager Employee ID |
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Engagement Manager First Name |
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Engagement Manager Last Name |
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Engagement Name |
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Engagement Primary Cost Center Name |
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Engagement Primary Cost Center Number |
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Engagement Stage Name |
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Engagement Stage Short Name |
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