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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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Choose File > New > Engagement in Engagement CS to open the New Engagement wizard. Select one of the following options in the New Engagement wizard to set up an engagement:

• Create from an existing engagement. Click this option to copy an existing engagement to use as your template for the current engagement that you are setting up.
• Create from PPC's Checkpoint Tools. If licensed for PPC's Checkpoint Tools, you can click this option to create an engagement in Engagement CS from an available engagement from Checkpoint Tools.
• Create a blank engagement. Click this option to open a blank engagement folder in the Tree View window. Choose File > New Folder and Document to set up and customize the engagement.

Return to Working in Engagement CS: Overview

Related topic: Adding a new engagement

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