Use SMART Without Engagement Management Software

You can create engagements without using external engagement management software. On the Create Client Engagement window, click
No
to indicate this preference.
If you are creating a new SMART engagement, it will be populated with a set of default, blank PPC workpapers, common to most engagements, and the workpapers will be linked automatically to applicable program steps. If you created this engagement by rolling forward a prior SMART engagement, it will be populated with workpapers as defined in your rollforward settings. Regardless, you can easily remove or add any PPC workpaper during your engagement.