Understanding Engagement Types We have different engagement types and we will have a better understanding of them, but, first, we need to know...
Understanding Templates An engagement template is a setup that includes engagement entities and actions that you know you will frequently apply to...
How to create multiple projects/engagements using a template As explained here on what templates are and how to add templates. We will create multiple projects/engagements using an already...
How to setup your services Your business exists to offer services to its customers and Seegad needs to know what these services are. It will...
How to add client Here, we will be adding a client. To add a client, on the Engagements page, click on the Clients menu,...
How to create an engagement Engagements are planned set of interrelated tasks to be executed over a fixed period and within certain cost and other limitations....
How to add a team member to an engagement phase A Project Phase is a way to observe, measure and monitor the progress and/or performance of an engagement. Project Phases,...
How to add income An income, simply put, is money that business receives in exchange for providing a good or service or through investing...
How to create an expense Expense represents your actual cash expenses incurred in providing services to a client. You use the Expense feature to keep track...
Planning and budgeting your client engagement There is this old saying – “If you fail to plan, then you plan to fail”. We thinking it is...