Create a Blank Engagement

This article applies to: Firm Managers and Administrators

1. Click the Create New Button at the top of the screen and select Engagement

   

2. If the templates view is available, you have the option to select a Blank Template or another Template that you have created. Once you select a template, click the next arrow button to proceed to the next tab.

3. Complete the Engagement Details by filling out the form, then press the next arrow button to proceed to the next tab

   

Please note that the descriptions below are the defaults for AuditDashboard.  Some portals may have customizations that change the labels of the fields, or force some or all of them to be required. Use the descriptions below as a guideline.

1. Client: Select the Client Company you want to create the engagement for using the drop-down menu. If you do not see the client listed in the dropdown, you will need to create a Client Company.
   Keep in mind that for security purposes, only users associated with this Client Company will be able to be added to this engagement.
2. Division:  If there is an option to select a division, select it from the second drop-down. 
3. Title: Give the engagement a title.
   (e.g. AuditDashboard, Year-end Audit, Dec 31 2025)
   Keep in mind that this is the main reference that will appear on the dashboard and in email notifications. Both professionals and clients should be able to read the title and understand enough unique details to differentiate it from other engagements.
4. Code: Use this field to tag the engagement with a unique ID that corresponds to the client or engagement. 
5. Type: Use this field to classify the type of engagement. It may be as generic as “audit”, “review” or “tax” or as specific as the type of audit, review, or tax engagement (e.g. employee benefit plan audit, quarterly review, or 1040 return).
6. Period: Specify a period of time for the engagement here (e.g., March 31, Q4, Dec 31).  
7. Year: Specify a four-digit year here. 
8. Owner: Select the owner of the engagement here.  If an owner is not selected, the person who creates the engagement is designated as the Engagement Owner.  
9. Fieldwork Start: This is the date the firm expects fieldwork testing to commence. It's the date the firm has dedicated resources scheduled and expects to have received all documentation prepared by the client for review.
10. Fieldwork End: The date the firm expects to complete fieldwork testing.
11. Deliverable Due: The date you expect to issue the final report, return, or deliverable to the client.
    Keep in mind, this date can also be used to automatically stop all notifications and restrict access by marking the engagement complete.
     

Once you've created your engagement, you'll want to start adding users to your engagement