About Engagement Rollforward

Engagement Rollforward
lets you create an engagement with the following features:
  • Creates a new engagement based on a prior period engagement.
  • Brings forward settings and customization from the prior period engagement.
  • Brings forward the answers entered on various forms in the prior period engagement, including the following (to the extent applicable to the type of engagement being rolled forward): planning form responses, identified risks, risk assessments, and audit approaches.
  • Lets you view significant PPC changes to planning form questions and engagement procedures.
  • Lets you view differences between current period engagement procedures and procedures used in the prior period.
Depending on the modules you want to include in an engagement rollforward, the process offers many options, so pay close attention as you select the options to build your new engagement based on a prior period engagement.
Click the following links to learn more about using the
Rollforward
feature: