What you need to know
The required MEA version is the oldest version of the Master Engagement Agreement that a client's signed MEA may be and still count as current. The engagement page's MEA pills, the Weekly Project Review and the KPI Signed current MEA before closing compare each client's MEA with it. It never stops work. You need to be a company administrator.
Before you start
- Decide which version every client should be on before their next closing. A required 3.1 accepts 3.1, every 3.1 variant such as 3.1.4, and every later version such as 3.2. It does not accept 3.0.
- When the company adopts a new MEA for new clients only, you can leave the required version where it is: clients on the new version still count as current, and long-standing clients are not asked to update.
What to do
- In the left menu, open WorkFlow PM and select Workflow Templates. At the top right, select Company settings.
- In Required MEA version, type the version as numbers separated by dots, such as 3.2 or 3.1.2.
- Select Save, or press Enter.
Confirm it worked
A message at the bottom right says Required MEA version saved. The last line on the screen gives the time of the change and your name. On an engagement's page, each client's MEA pill is green when its version is the required one or later, and yellow with its reason when it is not.
Good to know
The KPI Signed current MEA before closing counts from the new version at once. Every change is recorded with who made it and when.If it did not work
- Under the box, it says “Write the MEA version as numbers separated by dots, with or without a leading v: for example 3.1 or 3.1.2.” Take out any word or extra dot, and select Save again.
- There is no box and no Save: only a company administrator changes the version. See Who can see and do what.
- Save is grayed out: the box is empty, or it holds the version that is already set.