Engagement Overview
The Overview is your operational worklist. Every engagement in one sortable table with the headline numbers.
Columns
| Column | Meaning |
|---|---|
| Name | Engagement name. Click to open the detail view. |
| Service | The service it belongs to. |
| Customer | The consuming party. |
| Status | Active, On hold, or Closed. |
| Health | Composite score with health colour. |
| Margin % | Current period margin. |
| Utilisation | Actual hours against planned hours. |
| Open risks | Count broken down by severity. |
| Owner | The person accountable. |
| Last activity | The most recent recording, signal, or decision. |
Sort and filter by any column. The default sort is health from worst to best so problems show first.
Filters
- Status to switch between Active and All.
- Portfolio or tag to scope to a strategic grouping.
- Owner to see your engagements only.
- Customer for account reviews.
Quick actions
Hover a row to:
- Open the detail page.
- Record hours.
- Record a finance actual.
- Record a KPI value.
- Open a decision case.