Engagements overview

Alerts and notices

When working with engagements in the navigation pane, you can open engagements, add or delete engagements, add engagement notes, finalize the engagement, and roll the engagement forward.

Click the Engagements button below the Navigation pane on the left side of the Home dashboard to open a list of available engagements for the firm.

Adding an engagement

With the appropriate permissions, you can use the Add Engagement button to add an engagement for a selected client. If an engagement doesn't appear in the navigation pane, you can click the Manage Engagement button and search for it.

Working in the engagement

The following articles provide information about common tasks that you can perform in an engagement.

Editing engagement properties

The following articles provide information about the tasks that you can perform via the Engagement Properties dialog.


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