{% extends "ui/templates/base/layout.html" %} {% block content %}
Choose one enabled firm service, assign the engagement team, and create the same engagement for multiple clients.
Due-date rules, recurrence, assurance type, and task workflow are taken from the selected service setup.
The engagement branch is derived automatically from the selected Partner’s branch.
Defaults to the Engagement Partner when left blank.
Optional for non-assurance engagements. A selected Review Partner is saved for every engagement created in this batch.
Existing engagements for the same client, service and financial year are skipped automatically. No existing engagement is overwritten.