Edit engagement properties

Engagement properties include general information about the engagement, trial balance information, related date information, and more.

Follow these steps to edit an engagement's properties.

In Engagement Manager, open the engagement you want to edit, then select

Properties
.

Select the type of properties you want to edit.

General
tab includes: Engagement name, engagement type, PIC, assigned staff, tax vendor, and entity.

Trial Balance
tab includes: Structure, year end date, period frequency, current period, prior years, and prior periods.

Dates
tab includes: Engagement dates, completion dates, deletion dates, and GoFileRoom indexing.

Content
tab includes: External integration source (Checkpoint Engage, SMART Practice Aids), enable Confirmation, and link Inflo.

Security
tab includes: Section lock (Workpapers, Trial Balance, Journal Entries, and Notes List).

Make your edits and select Save
when you're done.

This article applies to: