Contract/Engagement Management
- "Show split billing" check box setting is not saved when engagement is saved
- "The address selected has not been entered" message appears when saving an engagement/contract
- 'Duplicate request type' error when saving an engagement
- Active projects do not appear in Engagements treeview
- Billing rates removed after being added to an engagement
- Cannot change Billable check box for the project
- Cannot change engagement billing office
- Cannot change engagement billing type to fixed fee
- Cannot cross charge/invoice time when cross charge/billing rate is 0
- Cannot delete billing rates in an engagement
- Can auditing be disabled once it has been enabled on engagements?
- Can reports be displayed on engagement profiles based on the engagement type?
- Can the project manager be made the invoice approver?
- Can you track changes to an engagement?
- Copy Engagement function does not always copy the options in Projected Resources tab
- Cost rate updates are not propogated to engagements (CP2017)
- How to add or change payment terms to be available on engagements/contracts?
- How to change a Contract 'Revenue Recognition Option' from Expense-based only to Time and expense-based?
- How to change billing roles within an engagement already invoiced?
- How to decide if billable time is available for invoicing or not?
- How to hide the Engagement Tab called "Access"
- How to use different billing rates for the same resource on different projects?
- Incorrect Cost Rates being applied
- In Edit Project, 'Override Billable Status on Expenses' check box is greyed out
- Is it possible to programmatically enter data in the engagement history field and how?
- Is it possible to set up a custom engagement workflow?
- Is it possible to specify an effective date that is in the past for a billing rate or cost rate?
- Is it possible to undelete an engagement ?
- Is there any script to determine if any special character is used on engagement or project name?
- Notifications when a contract is closing on renewal is sent when a new contract is created
- Option 'Force Fixed Fee selection' not checked by default on Task
- Products drop down not displaying when creating/editing an opportunity
- Server error "hexadecimal value ... is an invalid character" when opening opportunity
- The "Create request" option is missing from the Actions menu on engagements
- User action menu shows 'edit engagement' when the user doesn't have the required feature
- What do the different states of the "Billed" and "Do not invoice" check boxes mean in the Fixed Fee tab of the engagement?
- What features are required to be able to edit engagement?
- What table contains the billing office setting "Available for selection when creating/editing an Engagement or an opportunity"?
- Where can we add engagement category values?
- Where is the "Bill-to location" data for engagements stored in the database?
- Why are time cost rates for a resource 0 in one engagement but greater than 0 in other engagements?
- Why does Opportunity Services tab show hourly rate when the UI setting in Preferences is in days?(CP 2012 SP2)
- Why is billing rate of the billing role not applied to time records?
- Why is there an "Original primary time approver" field in the engagement dialog?
- Why is the soft-booked checkbox disabled in engagements/contracts?