Compare engagement costs

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You can compare active engagements by generating a WIP- As of Engagement report. With this report, you can view the billable time and expense for all engagements recorded from prior or current periods. A detailed or a summary format can be generated. The detailed version includes the specific time and expense entry recorded and the staff who posted the entry.

To compare engagements:

  1. Ensure that you have the View WIP and Billing permission.

  2. From the Cloud menu, select Analysis.

  3. From the Type drop-down menu, select WIP - As of Engagement. If you want to filter further and specify a date range, select WIP- Date Range - Engagement.

  4. From the Format drop-down menu, select Detailed or Summary.

  5. From the Group by drop-down menu, select Engagement.

  6. Select Generate.

    Type and Group By drop-down menu