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 the Time & Expense Entry screen, right-click in theEngagementfield of the client for which you are entering time.
- From the context menu, select Add Engagement.
- In the Client Engagements dialog, you can:
- Select an engagement from theIDfield.Or,
- Enter a new engagement in theIDfield and complete the remaining engagement template information, as needed.
- Click the Enter button.
- Click Done to close the Client Engagements dialog and return to the Time & Expense Entry screen.