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Create New Engagement

New Engagement

This document provides you step-by-step guidance on how to create a New Engagement in the system. An engagement represents a contract or service assignment for a customer that involves service delivery, billing terms, and associated details.

 The New Engagement page in the BizOps allows you to Create New Engagement and assign service team in to the Engagement.

To view the New Engagement page, Login to BizOps > Engagement > Click on New Engagement.

You can perform the following steps on the New Engagement page:

1.Engagement Overview: 

This is the top section where basic engagement information is entered.

Field Mandatory Description
Id Auto/Manual Unique identifier for the engagement. Usually auto-generated or follows organizational format.
Owner A Business Entity Owner is the person or party who owns or controls a business. Select from a dropdown.
Customer The client or organization receiving the service. This links the engagement to a customer master record. Select from a dropdown.
Service To The end-user or department or factory within the customer organization where the service is delivered.
Service Schedule? yes / no Indicates whether a service schedule is required for the engagement. Display-only (✅ = yes, ❌ = no).
Billing? yes / no Displays whether this engagement is billable (✅) or non-billable (❌). This affects the visibility of billing fields.
Reporting Category? yes / no
Currency Select the billing currency (INR, USD, GBP etc.) from the dropdown. Determines how amounts are calculated and displayed.
PO No. Optional Purchase Order number provided by the client for reference. Used for billing/validation.
PO Date Optional Date of issue of the PO. Select using the calendar picker (format: dd-mmm-yy).
Instructions Optional The Instructions is a text area provided on the engagement screen where users can enter specific notes, guidelines, or directions related to that engagement.

2. Engagement Items

This is the core of the engagement, where you define what services or items will be delivered or billed.

2.1 General Item Details

Each item contains Billing and Service configurations. 

2.2 Billing Section (Per Item)

Visible only if Billing = ✅.

2.3 Service Section (Per Item)

Visible if Service Schedule = ✅

Field Mandatory Description
Service Frequency How often the service is delivered (Weekly, Monthly, On-demand). This will depend on the selection of service item.
Service From The start date of service delivery.
Start Delivery In Optional Optional lead time from engagement approval to actual service start (e.g., 15 days).
Start Delivery On Optional The specific date when service is expected to begin.
End Delivery In Optional Lead time until service completion. Used for planned delivery tracking.
End Delivery On Optional Actual or expected service end date.

3. Service Team

  • Add : Adds a new user row to the service team for the engagement.
  • Close : Closes the Engagement Team section (does not delete data).

  •  Each person can have a role like Engagement Manager, Biller, Approver, or Executive, based on what they need to do.

      Description
    User Displays the name or email ID of the user assigned to the engagement.
    Engagement Manager Indicates if the user is assigned as the Engagement Manager (✔️ for Yes, ❌ for No).
    Biller Indicates if the user is responsible for billing-related tasks (✔️ for Yes, ❌ for No).
    Approver Shows whether the user has approval rights for the engagement (✔️ for Yes, ❌ for No)
    Executive Indicates if the user plays an executive role in the engagement (✔️ for Yes, ❌ for No).
    Delete   Screenshot (721)1.png Provides the option to remove a user from the team using the delete icon.

4. Save Engagement

Once all required fields are filled:

5. Quick Tips

  • Always check currency and billing start date before saving.

  • Fill both Billing and Service sections carefully—they affect invoicing and delivery schedules.

  • For multi-service engagements, you can add more items.