Add Engagement to Budget

You can add engagements to a budget on the Budget page, or you can edit the engagement Financial section and modify the budget values in the Budget Amount section.
Note:
Permission is required to edit engagement details.
  1. Click .
  2. On the Budgets page, click the budget title blue text.
  3. On the Engagements tab, click .
  4. In the Add Engagement pop up, enter the job title, engagement number, or worker name. The application automatically suggests engagements.
  5. Select the engagement to add from the results.
    Note:
    Clicking + Enter a new one clears the search results.
  6. Click .