Opening an engagement

Alerts and notices

You can open an engagement that doesn't appear in the navigation pane by searching for a client name or client number.

  1. Click the Engagements button in the navigation pane.
  2. Click the Manage Engagements Open Engagement button button in the navigation pane toolbar.
  3. Do one of the following:
    • If the client appears in the client list, select the client name.
    • Enter a client name or client number in the fields at the top of the Select Client dialog to search for the client and then select the client.
  4. Click Next.
  5. Mark the checkboxes for the engagements that you want to include and then click OK.

Related topic: Engagements overview

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