Engagement Status

The Engagement Status screen is used to display and manage all client engagements created in the system. This screen acts as a centralized location for users to:

• View the list of active and past engagements.

• Monitor the scheduled, in-process, and billed amounts for each engagement.
  

The Engagement Status page in the BizOps allows you to view engagement list, edit the engagement and also you can create new Engagement.

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

As soon as you open the engagement status page, you will find the list of engagements. Here, You can perform the following steps on the Engagement Status page:

1. Engagement list
2. Edit Engagement
3. Service team
4. Delete Engagement

1. Engagement list : 

• This is the default page where it displays all active engagements. The engagement list contains the columns and the column details are explained below:

  Column Name	Description
  ID	Unique identifier for each engagement (e.g., ENG/11). By clicking on engagement Id, opens the engagement details screen. There you can Edit, add service team and also you can delete the engagement.
  Owner	A Business Entity Owner is the person or party who owns or controls a business entity.
  Customer	Name of the client receiving the services. Also includes location and legal business name.
  Scheduled	The total amount (in currency) that has been scheduled for billing in the engagement. Represents the committed service value.
  In Process	Amount of service value currently under execution. May reflect time logged or partially completed.
  Billed	Amount that has already been invoiced to the client for this engagement.

• There is a header panel/ bar fixed at the top of the Engagement list, which includes following:

  Component	Description
  Search Bar	Allows users to filter the list based on keywords like Engagement ID, Owner Name, or Customer Name.
  Filter	This is the filter option, where you can filter the engagement list by ID, Owner, or Customer. By clicking on this, Navigates to the filter screen. About this filter screen we will discuss in detail later. (For example, if you filter by Owner, the list will display only those engagements associated with that specific business owner.)
  Refresh	Reloads the current engagement list with the latest data from the database.
  Add New Engagement	Navigates the user to the engagement creation screen where a new engagement can be added. For step-by-step help, please check the 'Create New Engagement' document.

• By clicking on the Engagement ID, you will be taken to the details screen for that specific engagement. There, you can edit the engagement, add a service team, or delete the engagement.

2. Edit Engagement : 

• After clicking the Edit Engagement button, you will be taken to the engagement screen, where the existing details of the engagement are shown. All fields can be edited except for the Engagement ID, which is fixed.

• To understand how to edit the fields, you can refer to the 'Create New Engagement' document, as the process is similar.

  In edit mode, you can:

  • Add extra service items to the engagement.

  • See the existing billing and service schedules — these appear as icons on the far right of the schedule rows.

  • Click these icons to change or add new schedules.

• Billing Schedules : The billing schedules list contains the columns and the column details are explained below:

• Column Name	Description
  Status	Shows the current status of the billing item. Typically, this will be "Scheduled" until the billing is completed.
  Description	A short explanation of the billing item. Usually includes the service type and the billing month/year. Example: Enterprise Support Services for Apr-2025.
  Amount	Displays the amount associated with the billing.
  Schedule Date	The date on which the billing is planned or scheduled to occur.
  Actual Date	The date on which the billing actually occurred (if applicable). If billing hasn't been processed yet, this field may be blank or identical to the schedule date.
  Bill ID	Displays the ID of billed amount.
  	This column contains a delete icon  that allows the entity owner to remove a billing item and provide comments.

• If you need to update the delivery schedules, click on "Service Schedules" on right corner of the Engagement Service Item section, as explained below.
• Service Schedules : The service schedules list contains the columns and the column details are explained below:

• Column Name	Description
  Status	Indicates if the service item is active () or not.
  Service Item	Name of the service. Hierarchically grouped under service categories (e.g., Enterprise Support Services, Payroll).
  By Location?	Indicates whether the service is delivered location-wise.
  Start	Service start day. (ex:  = Format: M = Start of the current month, M+1 = Start of next month (current month + 1month) and Number indicates the day of the month.)
  End	Service end day. Indicates when the service ends in the cycle. follows same format of start day.
  Activity	Contains three icons: (Service item breakup), (Service Schedule details) and (Service Team). By clicking on the icons, Provides quick and brief information on each activity of service.

3. Service Team : 

The Service Team/ Engagement Team screen is used to define, manage, and view the team members associated with a specific engagement. Each user is assigned a role (or multiple roles) that determines their responsibilities within the engagement.

• After clicking the Service team button, you will be taken to the engagement team screen, where the existing details of the engagement team members while added in creation of this engagement are shown.
• The engagement team list contains the columns and the column details are explained below:

• Column Name	Description
  User	The name and email address of the team member assigned to the engagement.
  Engagement Manager?	Manages the full engagement, communicates with the customer, and makes sure work is delivered on time. Indicates if the user is assigned as the Engagement Manager (✔️ for Yes, ❌ for No).
  Biller?	Responsible for raising invoices, managing billing frequency, and tracking billable amounts. Indicates if the user is responsible for billing-related tasks (✔️ for Yes, ❌ for No).
  Approver?	Has the power to check and approve important parts of the engagement like invoices, work done, or deadlines. Shows whether the user has approval rights for the engagement (✔️ for Yes, ❌ for No)
  Executive?	The Executive is responsible for handling the day-to-day activities of the engagement. This includes making sure that tasks are completed as planned, timelines are followed, and work is progressing smoothly. Indicates if the user plays an executive role in the engagement (✔️ for Yes, ❌ for No).
  Operations	This is the Operations column, which allows you to perform actions such as deleting a service team member after they have been added.

4. Delete Engagement : 

"Delete Engagement" refers to the action of permanently removing an engagement record from the system.

• When you click on the Delete Engagement button, a confirmation pop-up message appears on the screen. This pop-up is designed to make sure you really want to proceed with deleting the engagement.

• • If you click "Yes, Delete", the system will permanently remove the engagement from the database. All related data, such as service items, billing details, and team assignments, will also be deleted and cannot be recovered.

  • If you click "No, Wait", the deletion process will be cancelled, and the engagement will remain unchanged in the system.

• This confirmation message acts as a final check to prevent accidental deletion of important engagements.

• After deletion, The engagement will no longer appear in any list, report, or dashboard.