Engagement Status

1. 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	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.

• By clicking on the Engagement Id, NavigatesID, you will be taken to the details screen offor that Engagementspecific andengagement. thereThere, you can edit,edit the engagement, add a service teamteam, or delete the engagement.

2. Edit Engagement : 

• Post clicking on Edit Engagement button, will direct you to the engagement screen with existing engagement details. All the fields are editable except the engagement Id.