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 .
- SelectFile, thenOpen.
- Choose the engagement which has properties you want to check and edit, then selectOpen.
- SelectEdit, thenEngagement Setup.
- Use the tabs to open the engagement's properties.noteOn thePropertiestab you can check information such asClient Type,Engagement ID,Status, Date and Time last modified, and which modules are enabled. You cannot edit this information.
- Select theOthertab.noteOn theOthertab, you can editClient name,Engagement name, andEngagement date.
- SelectOKto save your changes, thenClose.