Create an engagement

1. Right-click the client name and select New engagement. You can also use ☰ → Engagements → Engagements → .
2. Choose the Engagement type (contract, audit, subscription, offer…) and the Status.
3. Fill in Name, Date, Effective from and Valid until.
4. Select the Responsible person and the Contact person.
5. For an audit, fill in Period year or Period from/to.
6. Click Save. The details window opens.
7. In the details, add the team, take a number from a register if needed and attach a copy of the contract.

Description of the fields: “New engagement” dialog, Engagement details.