This article applies to: All Firm Users
Firm Users with Engagement Manager or Administrator roles can edit engagement details.
Navigate to the engagement and click the Edit Engagement (pencil icon) in View all Engagements or from your pane of active Engagements.
Editing the engagement will allow you to change the following details:
- Status: Change the status between Draft, In Progress or Complete.
- Title: Add a descriptive title (e.g. “AuditDashboard December 31 2025, Year-end”). Kindly note this title appears on the Dashboard and in email notification, therefore users should be able to read the title and understand enough unique details to differentiate it from other engagements.
- Code: A unique ID to help identify the client or engagement.
- Type: Classify the engagement, such as “audit”, “review” or “tax” or specify further (e.g. “employee benefit plan audit”, “quarterly review”, or “1040 return”).
- Period: Specify the relevant time period (e.g., March 31, Q4, Dec 31).
- Year: Enter the four-digit year
- Start Date: Typically, this is the expected start of fieldwork, i.e. the date by which you would expect to have received all documentation prepared by the client for review and likely have dedicated resources scheduled.
- Due Date: The date you expect to issue the final report or final deliverable to the client.
- Owner ID: Select the owner of the engagement here. This does not allocate any assignments to that user.
Additionally, Firm and Client Users can be added or removed to the engagement by clicking on the "Professionals” or “Clients” tabs. You can add users by typing an email address in the user search box and pressing the “Add User” button.
Once a user has been added to the engagement, they will be visible in a list below the search box, and will have a drop down list where their role can be assigned. New users added to the engagement will be notified of this addition via email if they have engagement notifications turned on.
You can remove any user from the engagement by pressing the trash can icon beside the user's name.
Once you have selected the users to include in the engagement click SAVE to save your changes or press CANCEL to close without saving.
