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. Navigate to the Budgets page in the Manager view.
  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 .