How can I create a new file based on another engagement file in Agile?

How can I create a new file based on another engagement file in Agile?

If you are auditing several clients from a similar industry, you are able to Create new engagement based on existing file from either the More actions () menu for the existing engagement in Cloud or from the New engagement dialog. 






What information is copied from a source engagement?

The following information will be copied from the source engagement:

  • Customisations to grouping structures

  • Customisations to queries

  • External documents added to the engagement, such as PDFs and Microsoft Office files

  • Customisations and responses to checklists

  • Visibility settings

  • Risks, controls and risk assessments

  • Areas added to the engagement settings

  • Signoff schemes and roles

What information is “not” copied from the source engagement?

The following information is not copied from the source engagement:

  • Trial balance accounts and balances are not included

  • Links to internal and external documents in queries are not included

  • Locked engagements cannot be used as a source engagement

  • Issues or review points


Note: Users are also reminded that you cannot copy items directly from the source file once the engagement file is created. We also encourage users to practice utilising this feature before committing to using it for their client engagements.




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