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. 

Notes

  • 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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