Editing an Engagement
- Go to Engage section.
- Search for the engagement you want to view in search box shown in the table.
- Click on the engagement name (in blue font) of the engagement you want to edit.
- Click on "Setup & Status" if you want to edit engagement name, valuator or client engagement number, status, and stage of the engagement or industry and project type.
- You need to mark or unmark the option to allow or disallow modifications to questions or procedures. If you unmark this option, you won't be able to edit the questions or procedures in that engagement.
- Click on "Assigned Staff" if you want to update the staff.
- Click on "Client Contacts" if you want to update the linked contacts of clients.
- Click on "Engagement Dates" if you want to update the dates.
- Estimated due date.
- Estimated completion date.
- EL execution date.
- Draft issuance date.
- Final request date.
- Final issuance date.
- Valuation date.
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