SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International
SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International

Set deadlines and budgets for a new engagement

You are preparing to work on a new engagement, and you need to determine how long the engagement will take and how much it will cost. You have done some initial assessment based on the prior year’s files, and you have considered the scope of this year’s work.

When you have determined these timelines and costs, you will want to share that information with the engagement team. You can add this information on Cloud by updating the properties of your engagement file and by creating milestone tasks for the entity.

Setting a budget

You can enter budget information for engagement files on Cloud. By entering this data on the engagements themselves, time entries from the Time app can be counted against the budgeted total.

You can enter budget information for Working Papers files, Other Engagement files, and US Review files.

To enter a budget on an engagement:

  1. U heeft de rol Bewerker nodig of vergelijkbare machtigingen voor de entiteit van de klant.

  2. Select the file for your engagement, then select Edit ().

  3. Enter the budgeted time and cost for this engagement.

    Enter the number of hours of work budgeted for this engagement and the budgeted cost.

  4. Klik op Opslaan.

You have now added budget information to your engagement file.

Setting deadlines

As part of the planning process, you will determine the major engagement milestones and set deadlines for each of them. You can add these milestones to Cloud by creating a task for each of them.

To create a task with a deadline:

  1. U heeft de rol Editor nodig of vergelijkbare machtigingen voor de entiteit van de klant.

  2. Select the file for your engagement. On the detail pane, select Add () beside Tasks.

    Select the add icon to create a task for this engagement.

  3. Enter a subject line and description for your task in the Create Task dialog.

    Enter a subject line and description. The task is already automatically attached to your client file.

  4. Choose a due date for this task.

    Select the due date from the calendar box.

  5. Klik op Plaatsen.

You have created a new task for your engagement milestone with a specified deadline. You can repeat this process for all of the milestones in your engagement, setting due dates for each stage.

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