Audit Plans/Project in Engagements

Mehernosh Amrol
Giga Guru

‎05-05-2022 05:12 PM

I'm curious to know:

  1. When using Audit Plans, do you first set up the Plan or the Engagements?
  2. Do you allow the users to have the it_project_manager role for the project to be created or limit this and keep it to audit plans?
  3. what is the benefit of the have corresponding projects?

 

Thank you in Advance.

 

M.

 

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Praful3
Tera Contributor

‎05-05-2022 10:40 PM

1. Audit Plan : This help you to define timeframe for the entire Year or Quarter or Multi- Year & help you to define Objective, Expenses & organization level.

2. Audit Engagement : It is similar like audit project for the respective plan, this help you to scope of audit activity & manage your audit task in simplified manner. Easy to maintain & report to top management

3. 1 Audit Plan can have N number of Audit engagement help for tracking & managing various activity.

4. Role " it_project_manager" role require for individual to create Project/Engagement, you can assign this to Audi Lead or Manager based on your organization Hierarchy

 

Thanks

Praful