Configure Financials for the Project

After the project quote is accepted, configure the engagement parameters.
  1. Navigate to the Engagements page of the MSP view.
  2. Select the request type by clicking the type button (or ALL).
    You can also enter the engagement number in the search field.
  3. Select the engagement by clicking the number link in the Requisition Number column.
  4. In Engagements > Details > Financials, click Edit.
  5. Configure the fields described in Financials.
  6. Click Confirm.
  7. Click Save.