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View an engagement's template

Check which engagement template is connected to an engagement

To view which template an engagement was created from, go to Engagement Settings > Information and check the Template field.

  • To view the template directly, click See Engagement template.

  • If the engagement wasn't created from a template, this field displays "None".

Troubleshooting: Connecting an engagement to a template

It isn't possible to take an existing engagement that was not created from an engagement template and then connect it to a template afterward. If you need an engagement to be tied to a template (for things like methodology updates, scoping, etc.), the currently supported path is to:

  • Create a new engagement from the desired engagement template, and

  • Copy or migrate the necessary data (sheets/documents/requests) from the old engagement into the new one.

If you have questions or need help, contact [email protected].

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