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The All engagements window displays all engagements of a selected client. Access to the window is controlled by user permission level Engagement: Manage engagements.

The program shows the engagements in different colours: completed engagements are coloured in green, projects are in blue, and planned audits in grey.

The window has two available view modes:

Full View

Clients are displayed on the left side of the screen. When you mark a client, all engagements connected with the selected client are shown on the right.

To access the full view, open the Home tab and click the All button.

Contracted View

The program shows only the engagements of a specific client. To access the view, choose one of the following ways:

1. Open the Home tab and click the Clients button.

2. Make a right click on the selected client and from the context menu select Engagements.

or

1. Open the Home tab and click the Clients button.

2. Make a right click on a client and from the context menu select Details.

3. In the window that opens, click the Actions button. Select the Engagements option.

Buttons

The buttons allow the following actions:

Details

Information

The tab shows details for the selected audit engagement in terms of audit type, contracted amount, period start and end, etc.

Team

Information about the engagement's team.

Note

The tab shows all notes entered for the engagement (if any).

Previous

Data for the previous auditor and previous financial year.

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