Viewing the status of an engagement

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To view a high-level overview of a selected engagement, including engagement properties, sign-off information, any open notes, and the status of associated workpapers, click the Status tab in the Engagements workspace.

By default the following portlets are available in the Status tab. 


  • If you don't see the Status tab in the Engagements workspace, you may not have appropriate permissions to view engagement status. Contact your firm's administrator for more information.
  • Administrators can allow or deny user access to the Status tab in the AdvanceFlow Administration area. 
  • To remove a portlet, click the Close portlet button button in the upper-right corner of the portlet.
  • To add a portlet, click the Add Portlet Add Portlet button button in the toolbar.
  • To open the Status tab in a new window, click the Open in New Window Open in new window button button above the tab name.

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