Engagement Status

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.

• Identify the engagement owner and associated customer.

• Navigate, search, or add new engagements easily.

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	ers to the business entity or deliveRefry unit that owns and manages the engagement.
  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 but not yet billed. May reflect time logged or partially completed milestones.
  Billed	Amount that has already been invoiced to the client for this engagement.