The Engagement record page was fully designed in Lightning Experience to provide a streamlined, visually compelling, and easy-to-use way of accessing all the relevant data. No matter what your role is, you can view the data that you require in just a few clicks.
To view the details of an engagement:
- Navigate to the Engagements tab.
- Open the engagement whose details you want to view. The engagement's details display. The table below provides more information on the available items.
|
Element |
Description |
|---|---|
| Page Header |
Consists of the compact layout and the Engagement Overview dashboard. The compact layout displays all the fields stored on the engagement. You can view the engagement's number, the account that the engagement relates to, the start and end dates, and the description of the engagement. The Engagement Overview dashboard displays high-level KPIs for the entire engagement. For more information, see |
| Timeline Section | Displays the sources of the engagement in a timeline view. This allows you to see when specific segments of the engagement start, how long they take, and when they end. For more information, see Using the Engagement Timeline. |
| Summary Tab | Displays an overview of the main KPIs for the professional services |
| Services Tab | Displays the relevant KPIs for the professional services segment of the engagement. For more information, see |
| Subscriptions Tab | Displays the relevant KPIs for the subscription billing segment of the engagement. For more information, see |
| Billing Tab | Displays the Billing Documents related list. It contains all the billing documents from the different revenue streams. The Document Source field allows you to easily identify where a billing document originates from. |
| Related Tab |
Displays all the related lists included in the page layout. Depending on how your org is configured, the following related lists might display:
This allows you to easily view and access the engagement source records. |