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:
- creating a new engagement New - open the window for
- editing an engagement Edit - open the window for
- delete the selected engagement Delete -
- make a copy of the selected engagement Copy -
- complete an engagement, with the option to lock it and create a subsequent one Complete -
- unlock a locked engagement Unlock -
- to work on it Open engagement - open the engagement
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.