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Engagement Types have three functions. They are used to prepopulate settings for new engagements and projects, to group like engagements together for reporting purposes, and to properly route accounting transactions.

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Engagement Types have three functions. They are used to prepopulate settings for new engagements and projects, to group like engagements together for reporting purposes, and to properly route accounting transactions. The engagement type determines a number of default settings for new engagements and projects - like whether it is billable or non-billable, how time and expenses should be reported, budgets, scheduling, task types, default permissions, and more. For a full explanation of each setting see the pages below

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