# Questions? We have answers.

## Summary

**Engagements** store all imported data and act as a container for the analyses your team creates

Learn how to:

- [Create your first engagement](https://support.mindbridge.ai/hc/en-us/articles/360055739694-Create-an-engagement#h_01HB6D48TY78F7S5HTWQ3Y9FQT)  
- [Create additional engagements](https://support.mindbridge.ai/hc/en-us/articles/360055739694-Create-an-engagement#h_01HB6D48TYHAES5NG3NPRD7W45)  
- [Roll an analysis forward from an existing engagement into a new engagement](https://support.mindbridge.ai/hc/en-us/articles/360055739694-Create-an-engagement#h_01HB6D48TYH1NQXZCAPGNWYSAQ)  
- [Duplicate analyses from an existing engagement into a new engagement](https://support.mindbridge.ai/hc/en-us/articles/360055739694-Create-an-engagement#h_01HZ4V3BPM0QAFH9PP5GAETF71)  
- [Import settings from an existing engagement into a new engagement](https://support.mindbridge.ai/hc/en-us/articles/360055739694-Create-an-engagement#01G66HQWFKWDV69EVFZT9XS4BV)

## 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](https://support.mindbridge.ai/hc/en-us/articles/360055739694-Create-an-engagement#h_01GJ16WTXT0AS3VK4JWB8E4CWE).

## 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.](https://support.mindbridge.ai/hc/en-us/articles/360055739694-Create-an-engagement#h_01GJ16WTXT0AS3VK4JWB8E4CWE)
3. If desired, follow the steps in the [roll forward](https://support.mindbridge.ai/hc/en-us/articles/360055739694-Create-an-engagement#01G66HQWFKM4SQSKPM727S93YG) or [duplicate](https://support.mindbridge.ai/hc/en-us/articles/360055739694-Create-an-engagement#h_01HZ4V3BPM0QAFH9PP5GAETF71) workflows, as well as the [import settings](https://support.mindbridge.ai/hc/en-us/articles/360055739694-Create-an-engagement#01G66HQWFKWDV69EVFZT9XS4BV) 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_](https://support.mindbridge.ai/hc/en-us/articles/360057583093) 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](https://support.mindbridge.ai/hc/en-us/articles/360056329574).
- [**Roll forward**](https://support.mindbridge.ai/hc/en-us/articles/360055739694-Create-an-engagement#01G66HQWFKM4SQSKPM727S93YG) settings (if applicable).
- [**Duplicate analyses**](https://support.mindbridge.ai/hc/en-us/articles/360055739694-Create-an-engagement#h_01HZ4V3BPM0QAFH9PP5GAETF71) settings (if applicable).
- [**Import settings**](https://support.mindbridge.ai/hc/en-us/articles/360055739694-Create-an-engagement#01G66HQWFKWDV69EVFZT9XS4BV) 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.

## 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 completed analysis data forward into a new engagement.

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.

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 into 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](https://support.mindbridge.ai/hc/en-us/articles/360055739694-Create-an-engagement#01G66J0W0BPJHQ6XT6HHGHXWJH)_ 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 new engagement's _Data_ page. Files from the previous analysis will populate the _prior periods_, and the _current period_ will be ready to receive new files.

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

## Duplicate analyses from an existing engagement

Duplicate a completed analysis to copy its imported files into a new engagement. These files will go through the import process automatically, but you may have to verify the accounts before [running the analysis](https://support.mindbridge.ai/hc/en-us/articles/360058012013).

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 which analyses to duplicate into the new engagement.
7. Enter the appropriate information in the _[Engagement planning](https://support.mindbridge.ai/hc/en-us/articles/360055739694-Create-an-engagement#01G66J0W0BPJHQ6XT6HHGHXWJH)_ 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.

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

## 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](https://support.mindbridge.ai/hc/en-us/articles/360058198913). Additional details will appear beneath each selection.
7. When you are satisfied, select **Next**.