After you create a client, you're ready to create an engagement.
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This page covers creating a new engagement. If you've already performed this engagement in the prior year, you may instead be looking to roll over the engagement.
To create an engagement, follow these steps:
On the Engagements menu, click New > Create Standard Engagement.
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Choose how to create the engagement:
From a Template: Use one of your firm's engagement templates.
From scratch: Start with a blank engagement.
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Fill out the Basic Information section and other engagement details. If you're creating from scratch, this includes choosing the engagement's Type. See Engagement types below.
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Click Create Engagement.
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Engagement types
Every engagement has a Type that determines which core features are available. Choose a Type when you create an engagement from scratch; an engagement created from a template inherits its Type from the template.
Advisory: a standard Fieldguide engagement.
Financial: an engagement with features for financial audit, including trial balances and statements.
Collaboration (Requests and Documents Only): a lightweight engagement type limited to the Dashboard, Requests, and Documents tabs. See Collaboration engagement type for details.
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