Create New Engagement

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 Meeting Template page:

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	✅	The staff member or internal user responsible for managing the engagement. Select from a dropdown.
Customer	✅	The client or organization receiving the service. This links the engagement to a customer master record.
Service To	✅	The end-user or department within the customer organization where the service is delivered.
Service Schedule?	System-Driven	Indicates whether a service schedule is required for the engagement. Display-only (✅ = yes, ❌ = no).
Billing?	System-Driven	Displays whether this engagement is billable (✅) or non-billable (❌). This affects the visibility of billing fields.
Reporting Category?	System-Driven	Shows if a reporting category is assigned. A red ❌ means it's missing and may need to be filled for reporting compliance.
Currency	✅	Select the billing currency (INR, USD, etc.). 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).