The overview page can be considered the engagement setup page. Some of this page information is set when creating an engagement. If a mistake is made, it can be corrected here. Some information about the client is automatically carried over from client profile page.
To edit the values, click on the pencil icon in the top left. Editable fields will turn into inputs.
One can update the period start and end, and the reporting year will automatically be set.
Use this section to assign team members to the engagement. The dropdowns are populated from the Firm's team page and are based on the employee type field.
Press the "save" button to commit changes. The cancel button will revert the values. The view button will return to the non editable view.
