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
    .