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Create an engagement

  • Updated

Summary

Engagements hold all of your imported data, and act as a "folder" for the analyses you and your team create in MindBridge.

Learn how to:


Go to the Engagements page

  1. Select the logo in the MindBridge sidebar. You will go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row. You will go to the Engagements page.


Create your first engagement

After you create a new organization, you can immediately create the first engagement. However, if you Save and exit during the Create organization step, or Cancel during the Create engagement step, you will go back to the Organizations page.

To create the first engagement within your organization, select View in line with the desired organization, or click anywhere in the organization row. You will be brought to the Create engagement workflow.


Create additional engagements

  1. On the Engagements page, select Create engagement. You will go to the Create Engagement page.
  2. Enter the appropriate information as indicated in the create engagement workflow.
  3. If desired, follow the steps in the roll forward or duplicate workflows, as well as the import settings workflow.
    Note: Analyses from existing engagements can either be rolled forward OR duplicated.
  4. Once you are satisfied, select Next.
    The engagement will be created and you will go to the Create analysis page.


Create engagement workflow

Provide the following information on the Create Engagement page. Fields marked with an asterisk ( * ) are required and cannot be left blank.

General settings

  • *Engagement name: The name given to the engagement.
  • *Library: The library is comprised of filters, ratios, populations, segments, risk settings, and account groupings specific to the appropriate industry. Libraries are configured and managed by your App Admin. Learn more about libraries.
  • Roll forward settings (if applicable).
  • Duplicate analyses settings (if applicable).
  • Import settings options (if applicable).
Note: Analyses from existing engagements can either be rolled forward OR duplicated.

Engagement planning

  • *Reporting frequency: How often the financial data is reported.
  • *Fiscal start month: The month in which the fiscal period begins.
  • *Fiscal start day: The day of the month on which the fiscal period begins.
  • *Audit period end date: The last date of the occurring audit.
    Note: This field is used for engagement reconciliation and audit planning, and does not affect risk scoring or analytics.
  • *Billing code: Associates engagements and analyses with clients to ensure those clients are billed appropriately for MindBridge usage.
  • *Industry: The primary business activities of the company under audit. You can select a pre-populated option from the menu or enter your own into the field.
  • *ERP: The system from which you will be exporting financial data. You can select a pre-populated option from the menu or enter your own into the field.
  • *Engagement lead: The primary contact responsible for leading the audit. They will receive any proactive communication from Customer Support about ERP documentation, support, etc.
  • Auditors: They can only access engagements they have been given access to, where they can import and export data but cannot adjust general or control point settings.
  • Managers: They are appointed at the organization level and have access to all engagements within the organization they manage.

GIF showing a Create Engagement workflow demonstration


Roll an analysis forward from an existing engagement

Once you select a library in the General settings section, you can streamline the data import process by rolling analysis data forward.

Using this method, MindBridge automatically creates a new analysis within a new engagement, and imports files from the existing analysis into prior periods in the new analysis.

Note: Only analyses that have been run successfully can be rolled forward.

Data will be rolled forward into the new analysis periods as follows:

Original analysis

New analysis (rolled forward)

Current period

Prior period 1

Prior period 1

Prior period 2

Prior period 2

Prior period 3

Prior period 3

Prior period 4

Prior period 4

Data will not be copied to the new engagement

To roll an analysis forward from an existing engagement:

  1. On the Create Engagement page, enter a unique engagement name.
  2. Select the Library you want to use.
  3. Check the box to the left of Roll forward. Additional menus will appear below.
  4. *Use the Organization menu to select the source organization.
  5. *Use the Engagement menu to select the source engagement**.
  6. Use the checkbox(es) to select one or more analyses to roll forward into the new engagement.
  7. For General ledger analyses, use the toggles to select whether each selected analysis will use an Interim or Full time frame in the new engagement.
  8. Enter the appropriate information in the Engagement planning section, then select Next. The roll forward process will begin. Once it has completed, the analysis will be created and you will be brought to the engagement's Data page. Files from the previous analysis will populate the prior periods, and the current period will be ready for your team to import new files. The account grouping and mappings used in the previous analysis will be leveraged to automatically verify the accounts in the new engagement, however once you import new data into the current period, you may have to verify the accounts before running the analysis.

Before selecting Next, you can select Cancel to go back to the Organizations page without rolling forward any analyses.

*Note: If the Roll forward and Import settings features are both selected, they must use the same organization and engagement. If these menus do not appear beneath Roll forward, they were likely selected beneath Import settings.
**Note: The engagement you source from must support the analysis type of the analysis you want to roll forward.

Duplicate analyses from an existing engagement

Duplicating allows you to copy analysis data from a completed analysis into a new engagement. When you duplicate an analysis, all of its files will be copied into the new engagement in a pre-run state. This means means that you can skip the import process for these files, but you may have to verify the accounts before running the analysis.

  1. On the Create Engagement page, enter a unique engagement name.
  2. Select the Library you want to use.
  3. Check the box to the left of Duplicate analyses to a new engagement. Additional menus will appear below.
  4. Use the Organization menu to select the source organization.
  5. Use the Engagement menu to select the source engagement*.
  6. Use the checkbox(es) to select one or more analyses to duplicate into the new engagement.
  7. Enter the appropriate information in the Engagement planning section, then select Next. The duplication process will begin. Once it has completed, the analysis will be created and you will be brought to the engagement's Data page. The duplicated files will populate the same periods as the previous analysis. You may have to verify the accounts before running the analysis.

Before selecting Next, you can select Cancel to go back to the Organizations page without duplicating any analyses.

*Note: The engagement you source from must support the analysis type of the analysis you want to duplicate.

Import settings from an existing engagement

You can select settings to import from an existing engagement into the engagement you are creating.

  1. On the Create Engagement page, enter a unique engagement name.
  2. Select the Library you want to use.
  3. Check the box next to Import settings.
  4. *Use the Organization menu to select the source organization.
  5. *Use the Engagement menu to select the source engagement.
  6. Use the checkbox(es) to select the settings you want to import per analysis type. Additional details will appear beneath each selection.
  7. When you are satisfied, select Next.
    If you are also rolling forward or duplicating an analysis, you will go to the Data page of the new engagement and your files will be present in period(s) determined by your selection.
    If you are not rolling forward, you will go to the Create Analysis page, where you will be prompted to create a new analysis.

Before selecting Next, you can select Cancel to go back to the Organizations page without importing any settings into a new engagement.

*Note: If the Roll forward and Import settings features are both selected, they must use the same organization and engagement. If these menus do not appear beneath Import settings, they were likely selected beneath Roll forward.

Anything else on your mind? Chat with us or submit a request for further assistance.

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