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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

    Screenshot (724)1.png Search Bar

    		 Allows users to filter the list based on keywords like Engagement ID, Owner Name, or Customer Name.

    Screenshot (724)2.pngFilter

    		 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.)

    Screenshot (724)3.png Refresh 

    		 Reloads the current engagement list with the latest data from the database.

    Screenshot (724).png 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 : 
  • 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. 
  • ForTo detailedEdit stepsthe onfields howin tothis add a new engagement,screen, please refer to the "Create New Engagement" document.
  • In edit mode you can add extra items for this engagement, You can view the existing billing schedule and service schedule icons on atmost right side of the schedules. By clicking on the icons you can change and add more schedules to the existing. There is a delete button provided to the entity owner for the billing schedules, To delete the one or more billing schedules and also you can revert back that delete option without deletion.
  • If you need to update the delivery schedules, click on "Service Schedules" on right corner of the Engagement Service Item section, as explained below.
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