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:
-
Open the Home tab and click the Clients button.
-
Make a right click on the selected client and from the context
menu select Engagements.
or
-
Open the Home tab and click the Clients button.
-
Make a right click on a client and from the context menu select
Details. -
In the window that opens, click the
Actions button.
Select the Engagements option.
¶ Buttons
The buttons allow the following actions:
New - open the window for
creating a new engagement
Edit - open the window for
editing an engagement
Delete -
delete the selected engagement
Copy - make a
copyof the selected engagement
Complete - complete an
engagement, with the option to lock it and
create a subsequent one
Unlock - unlock a locked
engagement
Open engagement - open the
engagement to work on it
¶ 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.