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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.

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 : 

  • 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 Screenshot (721)1.png 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 (Screenshot (727).pngScreenshot (727).png) 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. Shown as Screenshot (729).png (No) in this screen.
    Start Service start day. Format: M = Start of the month, M+1 = Start of next month. Number is the day.
    End Service end day. Indicates when the service ends in the cycle.
    Activity Contains two icons: ✏️ (Edit) and 👥 (Assign/Team). These allow managing service details or assigning resources.
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