Viewing Properties for an Engagement

To view the properties for an engagement, do the following:

  1. Locate the engagement on the Engagement List page.
  2. Click in the Actions column for the engagement and select Properties.

The following information displays on the Engagement Properties pane:

  • Client ID and client name
  • Engagement name
  • ID
  • Year-end date
  • Frequency
  • Period start date
  • Period end date
  • Engagement type
  • Engagement modules
  • Tax entity type

Notes:

  • You can edit the engagement name, ID, or engagement type on the Engagement Properties window.

  • In a Pro engagement, you can select the Knowledge Coach module in the Engagement Properties window (if licensed for Knowledge Coach).

  • You cannot uncheck the Knowledge Coach module after it has been selected and saved.

  • None of the other properties are editable.