Project Portfolio Management | Project Management
Engagements
The record a project actually runs on: customer, kind, manager, value.
What it does
Inside Engagements.
Billing and recognition behave correctly because the engagement says what kind of deal it is.
01
Fixed price, time and materials, milestone and retainer as first-class kinds
02
Customer, contract value and manager held on the engagement
03
Percentage complete measured from work recorded, not estimated
04
Draft, active and on hold, with the ledger following the state
Where it sits
Part of Project Portfolio Management.
Project Planning Scope, phases, tasks and dependencies with a budget attached. Resource Management Assignment from real availability, skills and cost. Project Budgets Budget, commitment and actual on one line. Time and Expense Hours and costs captured against the task that consumed them. Milestones Progress events that release billing and revenue. Portfolio View Every engagement on the same measures. Clients The customer account, with every engagement delivered for it.
Run Engagements against your books.
A working session on your structure and a month of your documents.