Adding an engagement during time entry
Use the
Client Engagements
dialog to add, edit, or delete an engagement for a client during time entry. To add an engagement, follow these steps.- In theTime & Expense Entryscreen, right-click in theEngagementfield of the client for which you are entering time.
- From the context menu, selectAdd Engagement.
- In theClient Engagementsdialog, you can:
- Select an engagement from theIDfield. Or,
- Enter a new engagement in theIDfield and complete the remaining engagement template information, as needed.
- Select theEnterbutton.
- SelectDoneto close theClient Engagementsdialog and return to theTime & Expense Entryscreen.