Use the advanced planning capabilities to create an engagement that automatically creates an engagement project. After an engagement project is created, you can add resource plans and cost plans to the engagement and their values roll up to the engagement and to the audit plan.

1. Navigate to Audit > Engagements > Create New.
2. On the form, fill in the fields.

   Table 1. Engagement form

   Field	Description
   Number	Unique identification number of the engagement.
   Name	Name of the engagement.
   Type	Type of engagement. The choices are: None Internal Audit External Audit SOX Audit IT Audit Financial Audit Compliance Audit Certification Audit Regulatory Audit Operational Audit Continuous Audit Vendor Audit Customer Audit Store Audit Quality Audit Project Audit Note: For information on the types of audits, see Audit types
   Assigned to	User assigned to the engagement.
   State	Scope Validate Fieldwork Awaiting Approval Follow Up Closed Complete Closed Incomplete
   Percent complete	Number that represents the percentage of the engagement that is complete.
   Auditors	Auditors assigned to the engagement.
   Approvers	Approvers assigned to the engagement.
   Description	General description of the engagement.
   Objectives	Stated objectives of the engagement.
   Schedule
   Engagement planned start	Estimated start date of the engagement.
   Engagement starts	Choice to automatically determine the start date of the engagement. The choices are: Scope Validate Fieldwork
   Engagement actual start	Actual date the engagement begins.
   Engagement planned end	Estimated end date of the engagement.
   Engagement ends	Choice to automatically determine the start date of the engagement. The choices are: Follow Up Closed
   Engagement actual end	Actual date the engagement ends.
   Fieldwork planned start	Estimated start date of the fieldwork.
   Fieldwork planned end	Planned end date that was originally set in the engagement. Note: This field sets the value as one day plus the planned start date for fieldwork by default.
   Fieldwork planned duration	Number of days and hours planned for fieldwork. The duration and planned start date of fieldwork are used to calculate the planned end date. If audit tasks are defined, this field is populated with the longest planned duration from the audit tasks.
   Fieldwork actual start	Actual start date of the fieldwork. If audit tasks are defined, this field is populated with the earliest actual start date from the audit tasks.
   Fieldwork actual end	Actual end date of the fieldwork. If audit tasks are defined, this field is populated with the latest actual end date from the audit tasks.
   Fieldwork actual duration	Duration of fieldwork start date and end date.
   Results
   Result	Satisfactory Adequate Inadequate
   Opinion	Justification for the selected result.
   Report
   Knowledge base	Knowledge base to use to select the template.
   Report template	Template to be used to generate the knowledge base article reporting the engagement results.
   KB article	Recently generated knowledge base article containing the engagement results.
   Activity
   Additional comments	Customer-viewable comments.
   Work notes	Comments that are viewable by the administrator and audit manager.
   Plan Details
   Parent plan	Plan to associate the engagement with.
   Expenses and Resources
   Budgeted expenses	Budgeted expenses for the engagement.
   Planned expenses	Estimated expenses for the engagement. If the cost plan is defined, this field automatically displays the estimated expenses.
   Remaining budgeted expenses	Difference between Budgeted expenses and Planned expenses. This field gets automatically populated.
   Actual expenses	Actual expenses incurred. If timecards are defined, this field gets automatically populated.
   Budgeted resources	Budgeted resources, in hours, for the engagement.
   Planned resources	Estimated resources, in hours, for the engagement. If resource plans are defined, this field is automatically populated.
   Actual resources	Actual resources, in hours, for the engagement. If timecards are defined, this field gets automatically populated.
   Project Details
   Project	Automatically created engagement project. This field is populated when you click Validate and Plan. Note: This field also gets populated when you click Enable Advanced Planning on the engagement, in the Validate or Fieldwork state. It also gets populated if it is already linked to a plan with advanced planning capabilities if the user has the required roles and the engagement is in the correct state.

3. Click Validate and Plan.
   Note: The Validate and Plan button only appears if the Advanced Audit plugin is activated.

   The project details are populated.
4. Click Enable Advanced Planning.
   An engagement project is created in the background for the engagement. The Resource Plan and Cost Plan related list also appear.