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Use the Client Engagements dialog to add, edit, or delete an engagement for a client during time entry. To add an engagement, follow these steps.
- In the Time & Expense Entry screen, right-click in the Engagement field of the client for which you are entering time.
- From the context menu, select Add Engagement.
- In the Client Engagements dialog, you can:
- Select an engagement from the ID field. Or,
- Enter a new engagement in the ID field and complete the remaining engagement template information, as needed. See Setting up engagement templates for more information on setting up engagement templates.
- Click the Enter button.
- Click Done to close the Client Engagements dialog and return to the Time & Expense Entry screen.