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Workspace structure

The Workspace is organized into panels and lists that surface the work you are most likely to need, along with navigation and creation controls.

Recent procedures

The Recent procedures panel displays the procedures you interacted with most recently.

• Select a procedure to return directly to the step you left off on.
• Progress and status information allows you to see which work is underway.
• If your tenant does not use Procedures, this panel does not appear.

This panel helps users resume work quickly without navigating through organizations, engagements, or analyses.

To learn more about Procedures, see Procedures: overview.

Analyses list

The Analyses list is the default Workspace view for most audit users.

It includes:

• All analyses you have access to that have been modified within the last three months
• Analyses across all organizations and engagements you belong to
• A consolidated place to access active work

From the Analyses list, you can:

• Open analyses directly
• Filter or search to narrow the list
• Export the list for documentation or tracking purposes

This view supports users who primarily work inside existing analyses.

Procedures list

The Procedures list shows all procedures you have access to, along with their status and progress.

Use this list to:

• See which procedures are in progress, completed, or not started
• Resume procedures using contextual actions on the right

This view supports visibility into review progress across engagements.

Engagement and organization lists

You can toggle the Workspace to view Organizations or Engagements instead of analyses or procedures.

These views support managers and administrators who:

• Create and manage organizations
• Create and manage engagements for audit teams
• Need visibility across multiple clients or entities

In these lists, clickable number links appear beside each row, allowing you to open a filtered view of associated engagements or analyses.

Both lists support filtering and exporting.

Create organizations, engagements, and analyses

The Workspace provides a unified location to create new structural objects.

From the Workspace, you can:

• Create organizations
• Create engagements within organizations
• Create analyses within engagements

Key points:

• All creation actions are available in one place
• Each creation step clearly displays its related context
• The configuration steps for each object remain unchanged

This workflow helps managers and admins set up structures efficiently without leaving the Workspace.

Filter and search

All Workspace lists support filtering to help you locate the work you need.

Filters vary by list but may include:

• Organization or engagement
• Status or progress(for procedures)
• Activity date ranges

Filtering is useful for both day-to-day tasks and higher-level reviews.

Export lists

Each Workspace list can be exported for documentation or internal governance needs. Examples include:

• Analysis inventories for a client
• Procedure lists with status for engagement planning
• Organization or engagement lists for reporting

Exports help teams maintain records and support review processes.