New Engagement > Staff Assignment

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Use New Engagement - Staff Assignment page of the New Engagement wizard to assign staff to the current engagement.

Choose File > New > Engagement and select one of the following options: Create from an existing engagement, Create from PPC's Checkpoint Tools, or Create a blank engagement. Click the Next button to proceed through the New Engagement wizard until to open the Staff Assignment page.

Note: The drop-down list for the Staff Name field includes staff that have been previously set up as Engagement CS users in the Setup > System Configuration > Administration dialog in CSA.

Fields & buttons

Related topics

Adding a new engagement

Engagement Properties [File menu]

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