Engagement Management

The CPA solution offers a number of key features that support tight engagement control and efficient engagement management.

These include the ability to:

• Create client engagements using predefined templates.
• Manage critical engagement information and statistics for reporting.
• Identify critical engagement roles and responsibilities.
• Store documents.
• Look up current engagement balances for WIP, AR, and Cash.

The following is a view of the initial filter that is available to you, which is user-defined as to which fields you want to view.

The preceding figure shows a launch point, similar to a dashboard view, in which you can choose and navigate to a particular engagement record, to drill into the extensive information that is captured at the engagement level within the CPA solution. The initial screen is the Overview window, which displays key financial information that is related to the engagement, such as the budget, WIP, AR, and Profitability.