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The Engagement tab can be either Audit or Project, depending on the engagement type that the user works on. It includes the following groups:


  • Audit/Project
  • Engagement file visibility mode:
    • Tree-and-list
    • Tree-like
    • Grid
  • Plan - shows the engagement plan
  • Timesheet - shows all engagement timesheets added by the user


From this section you can also edit an engagement. To do so, click the Edit engagement button.


Active audit/project settings

  • Audit approach
  • Organisation data
  • Client data
  • Auditee structures



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