Editing an Existing Engagement [REVIEW]

Owned by Former user (Deleted)
Last updated: Oct 07, 2020
1 min read

When it comes to editing an existing engagement we need to keep in mind that this will automatically flow through to the assignment that the engagements are linked to. Any timesheets or invoices which relate to edited engagements or their assignments will be affected.

 

Find an Engagement

To view all Engagements, navigate to:

Timesheets → Engagements

You can search for Hosts or Agencies to help find the Engagement you wish to edit.

 

Edit an Engagement

Once you have the right engagement, you need to head to the far right side and click on the options button (…) to edit the engagement.

 

Alternatively, you can click the ‘Edit Engagement' button whilst viewing an Engagement.

 

Once any changes are made, this will take effect on any of the moving parts relating to the engagements moving forward. This does not affect items that have been created or submitted prior to this change.

If you are needing further assistance regarding the items included within the engagement screen please refer to the following article -