Save an Engagement as a Template

You can save an existing engagement as a new template allowing you to re-use information that is already set up in the engagement in your template.

You also have the following options when saving the engagement as a template:

• Clear chart of accounts. The accounts and assignments to groups, sub-groups, and tax properties will not be saved with the template, including both standard and custom financial and tax groups and sub-groups. Account balances are never included in a template.

• Unlock all workpapers in the template. All the workpapers in the template will be unlocked.

Use the procedure below to save an engagement as a template.

1. Locate the engagement on the Engagement List page.

2. Click in the Actions column for the engagement and select Save Engagement as Template.

3. Enter the engagement template name. The template name and tax year of the template must be unique for the firm.

4. Select Clear chart of accounts if you do not want to keep the accounts and assignments to groups, sub-groups, and tax properties in the new template.

5. Select Unlock all workpapers in the template if you would like to have all workpapers unlocked in the new template.

6. Click Save as template to save the new engagement template. Click Cancel to close the dialog.

The new engagement template is added to the list of templates on the Manage Engagement Templates page.

If the process fails, the status message in the top right will indicate that you should retry the job, and the newly created engagement template is removed from the Manage Engagement Template page.