Accessing Engagement Settings
You can modify an engagement’s details at any time through the settings menu.
To access settings:
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Sidebar: Hover over the engagement name, click the three-dot menu (...), and select Settings.
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Breadcrumbs: Click the three-dot menu at the far right of the top breadcrumb trail.
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Client List: Select Settings from the actions menu in the client engagements table.
Configurable Fields
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Engagement Name: Update the descriptive title.
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Identifier: Modify the short-code prefix.
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Status: Update the current state of the engagement.
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Due Date & Audit Period: Adjust the timeline and coverage dates.
Categories
Organize your requests into specific audit areas.
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Click the New Category button.
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Enter the category name and select a display color.
Variables
Variables are engagement-specific and are inherited by all requests and workpapers within that engagement.
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Click the New Variable button.
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Enter the name and select the format (Text, Date, or Number).
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Enter the value and select Add Variable.