Prior Year

The Prior Year section on the Engagement page can be used to link the current engagement to a previous engagement that has already been completed. This is particularly useful if you are repeating a type of engagement for a customer (for example an audit that happens every financial year). If the engagement was created by rolling forward another engagement, this section will be pre-populated.

When an engagement is linked, the economics from the prior year engagement will appear in the economics table (see note below) so that you can quickly and easily compare how your plan looks compared to the key metrics from the prior year.

 

If there is an approved budget, it will be displayed in the engagement economics section. You can switch to the prior year by clicking on the name of the approved budget column.