Attach work to an accepted request

After your agency accepts a client request, you can add action items for the work you agreed to do. The request then shows the linked work.

Steps

1. Open Client Requests and select an accepted request.
2. Under Linked work, select Attach work.
3. If the request shows No Engagement yet, choose an existing operational Engagement for the same agency and client under Engagement for plan. If none is available, keep the Request accepted without attaching work. Watson does not select or create an Engagement automatically.
4. Enter at least one Action Item. Choose No Project, an available Project, or Create a new Project. If the Request already has a Project or linked projectless work, additional work keeps that same placement.
5. Select Attach work. The request changes to Fulfilling when Watson creates the action items and binds the selected Engagement.

If you have not accepted the request yet, Plan work & accept accepts it and creates the linked action items in one step.

A client can submit the request before any Engagement or Project exists. You can accept it without creating work. Creating tracked work later requires a real Engagement, and an already-bound request cannot move to another Engagement through this form.