Search
Search PPC's SMART Single Audit Support Help and Support.

Open and edit engagement properties

You can view and edit basic engagement information, such as the engagement name, date, or client name, in the engagement properties .
  1. Select
    File
    , then
    Open
    .
  2. Choose the engagement which has properties you want to check and edit, then select
    Open
    .
  3. Select
    Edit
    , then
    Engagement Setup
    .
  4. Use the tabs to open the engagement's properties.
    note
    On the
    Properties
    tab you can check information such as
    Client Type
    ,
    Engagement ID
    ,
    Status
    , Date and Time last modified, and which modules are enabled. You cannot edit this information.
  5. Select the
    Other
    tab.
    note
    On the
    Other
    tab, you can edit
    Client name
    ,
    Engagement name
    , and
    Engagement date
    .
  6. Select
    OK
    to save your changes, then
    Close
    .