To open an existing engagement, do the following:
- Click on the navigation bar to go to the Engagement List page.
- Locate the engagement on the Engagement List page.
- Click the link in the Engagement column in the list.
- If you are opening a non-consolidated engagement and a trial balance has already been imported, the Engagement View page opens.
- If you are opening a non-consolidated engagement and a trial balance has not been imported, the Import Trial Balance page opens.
- If you are opening a consolidated engagement, the Subsidiary Setup page displays. From there, you can click the View link for a subsidiary that has a trial balance uploaded, or Import for a subsidiary that does not have a trial balance uploaded. You can also click Engagement View to go to the Engagement View page.