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An engagement represents a contract. You create Contract Line Items underneath to represent the terms of this contract. You'll then create projects under those Contract Line Items to deliver on the terms.

Use this topic to find engagements, report on key performance indicators, and open engagements for editing. Bring in metadata like Engagement Manager, Client, and Contract Terms. Display color-coded budget performance fields to quickly identify engagement health. Flag engagements when specified thresholds are exceeded.


Your engagement dashboard can be reached by going to https://app.projectorpsa.com/planning/engagements or by clicking Topics | Plan | Engagements.


Permissions and Settings

You can access this topic if you can view at least one engagement. You can view an engagement if:

To display data driven by RDC, you need the global permission Resource Direct Cost Data. For instance profitability, margin, and RDC budgets.

Budget data comes from the Engagement Budget Tab.


Flex Search

You can search on the following fields.

FieldCategoryDescription
ClientClient
Client UDFsClient

Engagement

Engagement
Engagement CodeEngagement
Engagement NameEngagement
Engagement Cost CenterEngagement
Engagement CompanyEngagement
Engagement CurrencyEngagement
Engagement ManagerEngagement
Engagement StageEngagement
Engagement TypeEngagement
Engagement Type Productive (Yes/No)Engagement
Billing CycleEngagement
Engagement UDFsEngagement


Smart Grid

The smart grid is displayed in the lower half of the screen and shows your search results. 


Budget Alerts

Some cells are dynamically color-coded based on project budget consumption. The colors are defined in the Budget Alerts Editor. The budget definition is defined on the Project Budget Tab. The Time/Cost Budget tables below have a column that indicate whether a column is tied to budget color-coding, but a quick rule is that any field with the word Alert in it should be color-coded.

KPIs

Key Performance Indicators (KPIs) - If a field is marked as a KPI then you can set up a flag to turn the field red. For example, if project margin is below 75% then flag the cell red.

  1. Edit your results grid to include a KPI field. 
  2. Click the white/blue arrow icon (  )  and an editor window will appear. Fill out the form.
     
  3. Values that fulfill the criteria are colored red
     

Result Columns

Reporting Currency - you'll notice that some fields are duplicated, except that one field has "Reporting Currency" in parentheses after it. These fields will display a currency based on your search settings. For example, you might see Billing Adjusted Revenue (GBP). These fields are FX'd based on the settings in your Currencies and FX Rates Editor. If you want to see values in the engagement's natural currency, choose the version that does not include a currency after it. If you want to change the displayed currency, go to Options | Customize results grids | Reporting Currency.

User-Defined Fields - If your installation has user defined fields (UDFs), then you'll see these as options in your grid too. Each UDF will be preceded by its type. For example, the project UDF "Priority" would be listed as "Project Priority". 

Resource Direct Cost - If a field displays Resource Direct Cost (RDC) data, or the field is calculated using RDC data, then only certain users are allowed to add the column to their grid. See the Permissions and Settings section on this page to learn more.


Billing

These fields have to do with whether the time cards, cost cards, or milestones are on an issued invoice.

FieldKPIDescription
% Unbilled Billing Adj RevenueYesPercentage of actual time that has not yet been billed
Billed Billing Adj RevenueYesActual time that has been billed. For T&M/NTE contracts this will be the amount on issued invoices. For FP contracts it will be zero.
Billed Billing Adj Revenue (Reporting Currency)YesSame as above, but FX'd to your specified currency (see grid options)
Billed Client AmountYesTotal client amount on invoiced cost cards
Billed Client Amount (Reporting Currency)YesSame as above, but FX'd to your specified currency (see grid options)
Billed Milestone AmountYesTotal milestone amount on invoiced milestones
Billed Milestone Amount (Reporting Currency)YesSame as above, but FX'd to your specified currency (see grid options)
Billing Address Attention
Engagement Billing Tab
Billing Address Company Name
Engagement Billing Tab 
Billing Address Line 1
Engagement Billing Tab 
Billing Address Line 2
Engagement Billing Tab 
Billing Address City
Engagement Billing Tab 
Billing Address State or Province
Engagement Billing Tab 
Billing Address ZIP or Postal Code
Engagement Billing Tab 
Billing Address Country
Engagement Billing Tab 
Billing Address Instructions
Engagement Billing Tab 
Billing Culture
Engagement Billing Tab 
Client Message
Engagement Billing Tab 
Email from Display Name
Engagement Billing Tab 
Email from Employee ID
Engagement Billing Tab 
Email from First Name
Engagement Billing Tab 
Email from Last Name
Engagement Billing Tab 
Email from Email Address
Engagement Billing Tab 
Email Template Name
Engagement Billing Tab 
Foregone Milestone CountYesThe number of foregone milestones
Invoice Content
Engagement Billing Tab 
Invoice Email Enabled (Yes/No)
Engagement Billing Tab 
Invoice Email Type
Engagement Billing Tab 
Invoice Scope
Engagement Billing Tab 
Invoice Template Name
Engagement Billing Tab 
Late Milestone CountYesThe number of late milestones
Payment Terms Name
Engagement Billing Tab 
Purchase Order Number
Engagement Billing Tab 
Tax Type 1 Code
Engagement Billing Tab 
Tax Type 1 Name
Engagement Billing Tab 
Tax Type 2 Code
Engagement Billing Tab 
Tax Type 2 Name
Engagement Billing Tab 
Tax Type 3 Code
Engagement Billing Tab 
Tax Type 3 Name
Engagement Billing Tab 
Time Billing Type
Engagement Billing Tab 
Total Milestone Count
Thte total number of milestones
Unbilled Billing Adj RevenueYesTotal amount of time cards that are not yet on an issued invoice
Unbilled Billing Adj Revenue (Reporting Currency)YesSame as above, but FX'd to your specified currency (see grid options)
Unbilled Client AmountYesTotal amount of cost cards that are not yet on an issued invoice
Unbilled Client Amount (Reporting Currency)YesSame as above, but FX'd to your specified currency (see grid options)



Client

See the Client Editor to view/edit these values.

FieldKPIDescription
Primary Client Name
Client Editor
Primary Client Number
Client Editor
Client Levels
An option is dynamically added for each client level defined in your installation. See System Settings General Tab.
Client UDFs
User Defined Fields Editor


Engagement

These settings are managed on the Engagement Info Tab.

FieldKPIDescription
Auto-Apply Available Balance
Engagement Billing Tab - for engagements with a pre-payment balance, automatically apply the balance to new invoices.
Billing Cycle Name
Engagement Billing Tab
Calculate Engagement Budgets from Project Budgets (Yes/No)
Rather than defining a separate budget for your engagement and your projects, and the headaches associated with keeping them in sync, you can optionally drive your engagement budget based on the summation of its project budgets. See Engagement Budget Tab. This flag tells you whether this feature is enabled or not.
Contract Line Item Count
The number of contract line items under an engagement
Deferred Revenue Opening Balance
XXXXXXXXXXXXX
Deferred Revenue Opening Balance (Reporting Currency)
Same as above, but FX'd to your specified currency (see grid options)
Engagement Code
Engagement Info Tab
Engagement Company Name
Engagement Info Tab 
Engagement Company Number
Engagement Info Tab 
Engagement Cost Center Levels
A field will be dynamically added and named based on the cost center levels defined in your installation. See Cost Center Editor.
Engagement Count
Number of engagements under this node. For example, number of engagements for this client.
Engagement Currency Code
Engagement Info Tab 
Engagement Manager Display Name
Engagement Info Tab 
Engagement Manager Email Address

Engagement Manager Employee ID

Engagement Manager First Name

Engagement Manager Last Name

Engagement Name
Engagement Info Tab 
Engagement Primary Cost Center Name
Engagement Info Tab 
Engagement Primary Cost Center Number
Engagement Info Tab 
Engagement Stage Name
Engagement Info Tab 
Engagement Stage Short Name

Engagement Type Billable (Yes/No)

Engagement Type Name
Engagement Info Tab 
Engagement Type Productive (Yes/No)

Engagement Type Short Name

Engagement UDFs

User Defined Fields (UDF) are added for each one defined in your installation. Edit them on the Engagement Info Tab. Add new UDFs from the User Defined Fields Editor.

Project Count
The number of projects under an engagement


Issues

Used when you have Project Workspaces enabled.

FieldKPIDescription
% Late IssuesYesWorkspace Issues
% Open High Priority IssuesYesWorkspace Issues 
% Open IssuesYesWorkspace Issues 


Percent Complete

 Your percent complete is based on approved hours worked up to your Use Actuals Through Date, the remaining booked hours after that date, and your percent complete calculation method.

FieldKPIDescription
% CompleteYes



Performance to Cost Budget

Cost budgets are viewed on the Project Budget Tab. See Engagement Type - Budgets Tab to learn how to set up default budgets.

FieldBudget AlertKPIDescription
% of Engagement Budgeted Cost Remaining


% Variance to Engagement Budgeted Cost at Comp


Actual Base Amt to Date


Actual Base Amt to Date (Reporting Currency)


Actual Cost to Date


Actual Cost to Date (Reporting Currency)


Actual Client Amt to Date


Actual Client Amt to Date (Reporting Currency)


Actual Expense Amt to Date


Actual Expense Amt to Date (Reporting Currency)


Actual Primary Cost Metric to Date


Actual Primary Cost Metric to Date (Reporting Currency)


Base Amt at Comp


Base Amt at Comp (Reporting Currency)


Base Amt Budget Alert Level at CompYes

Base Amt Budget Alert Level to DateYes

Client Amt at Comp


Client Amt at Comp (Reporting Currency)


Cost at Comp


Cost at Comp (USD)


Engagement Budgeted Cost at Comp


Engagement Budgeted Cost at Comp (Reporting Currency)


Engagement Budgeted Cost Remaining


Engagement Budgeted Cost Remaining (Reporting Currency)


Engagement Cost Budget Alert Level to Date


Engagement Cost Budget Alert Level at Comp


Engagement Cost Budget Metric


Engagement Cost Budget Unit of Measure


Expense Amt at Comp


Expense Amt at Comp (Reporting Currency)


Variance to Engagement Budgeted Cost at Comp


Variance to Engagement Budgeted Cost at Comp (Reporting Currency)




Performance to Time Budget

Cost budgets are viewed on the Project Budget Tab See Engagement Type - Budgets Tab to learn how to set up default budgets.

FieldBudget AlertKPIDescription
% of Engagement Budgeted Time Remaining


% Variance to Engagement Budgeted Time at Comp


Actual Billing Adj Revenue to Date


Actual Billing Adj Revenue to Date (Reporting Currency)


Actual Chargeable Hours to Date


Actual Contract Revenue to Date


Actual Contract Revenue to Date (Reporting Currency)


Actual Hours to Date


Actual RDC to date

You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Actual RDC to date (Reporting Currency)

You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Actual Time to Date


Actual Time to Date (Reporting Currency)


Billing Adj Revenue at Comp


Billing Adj Revenue at Comp (Reporting Currency)


Chargeable Hours at Comp


Contract Revenue at Comp


Contract Revenue at Comp (Reporting Currency)


Engagement Time Budget Metric


Engagement Time Budget Unit of Measure


Engagement Budgeted Time at Comp


Engagement Budgeted Time at Comp (Reporting Currency)


Engagement Budgeted Time Remaining


Engagement Budgeted Time Remaining (USD)


Engagement Time Budget Alert Level to Date


Engagement Time Budget Alert Level at Comp


Hours at Comp


Projected Task Hours to Complete
Yes
RDC at Comp

 You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
RDC at Comp (Reporting Currency)

 You cannot add this column to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.
Time at Comp


Time at Comp (Reporting Currency)


Variance to Engagement Budgeted Time at Comp


Variance to Engagement Budgeted Time at Comp (Reporting Currency)



Profit

You cannot add Profit columns to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.

FieldKPIDescription
Project Margin at CompYes
Project Profit at CompYes
Project Profit at Comp (Reporting Currency)Yes


Rate Realization
FieldKPIDescription
% of Revenue Lost due to Write Downs at CompYes
Billing Adj Rate at CompYes
Billing Adj Rate at Comp (Reporting Currency)Yes
Contract Rate at CompYes
Contract Rate at Comp (Reporting Currency)Yes
Revenue Loss due to Write Downs at CompYes
Revenue Loss due to Write Downs at Comp (Reporting Currency)Yes
System Rate at CompYes
System Rate at Comp (Reporting Currency)Yes


Revenue Recognition
FieldDescription
% of Time Contract Value Recognized
System Revenue at Comp
System Revenue at Comp (Reporting Currency)
System Revenue Recognized to Date
System Revenue Recognized to Date (Reporting Currency)


Task Planning
FieldKPIDescription
% Late Tasks at CompYes
% Overbudget Tasks at CompYes
Remaining Task to Projected Hours RatioYes


Workflow
FieldKPIDescription
Created by Display Name

Created by Email Address

Created by Employee ID

Created by First Name

Created by Last Name

Created Timestamp

Last Updated by Display Name

Last Updated by Email Address

Last Updated by Employee ID

Last Updated by First Name

Last Updated by Last Name

Last Updated Timestamp

Task Plan Last Updated Timestamp



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