Engagement Properties > Staff Assignments tab

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The staff in charge of the engagement has the ability to view, add, modify, or delete staff assignments for the current engagement directly in the Assign Staff Grid of this tab.

Choose File > Engagement Properties to open the Engagement properties dialog, and then click the Staff Assignments tab.

A staff member accessing the Local Client Data (LCD) can update only signoff information. Those Staff Member(s) who are working in the field can only view tabs in the Engagement Properties dialog. (Depending on the privileges that are assigned to the staff member(s), some tabs may not be available even for viewing.)

Note: The information that appears on this tab was entered in the New Engagement wizard during the setup of the engagement.

Fields & buttons

Assign Staff Grid

Related topics

Engagement Properties [File menu]

Assigning staff to a new engagement

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