Engagement history Resources > Select a resource > Engagement history Engagement history for each resource identifies the clients and projects for which the resource has transactions. In separate columns, it displays whether or not the resource has bookings, project task assignments or timesheet entries associated with those clients and projects. To access the engagement history, administrators and those with the requisite role privilege navigate to Resources > Resources > [select a resource] > Engagement history. An administrator can give users access to their own engagement history by enabling the role option "View own customer engagement history". Users who have the broader role privilege to "View customer engagement history" can see the engagement history for other resources within their filter set. |