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. 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

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document,
• as the process is similar.

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  add

  • Add extra service items forto thisthe engagement,engagement.

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  can
  • view

    See the existing billing schedule and service scheduleschedules — these appear as icons on atmostthe far right side of the schedule rows.

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  clicking
• Billing Schedules : 
• schedules is Todeletethe

  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 iconsbilling youis canplanned changeor andscheduled addto moreoccur.
  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 existing.schedule Theredate.
  	This column contains a delete buttonicon provided tothat allows the entity owner forto theremove a billing schedules,item.

  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.