Perceptive Control Solutions Audit Prodigy

Audit Prodigy Scheduling goes well beyond just assigning projects to resources – it helps you keep your commitments while improving team satisfaction and productivity, all in a powerfully simple way.

Plan your projects, search competencies to identify and schedule resources and  manage results in multiple views, including Gantt Charts. Avoid accidental resource over-scheduling with defined maximum hours, communicate schedule changes with one click, alert leadership about project delays, and eliminate surprises with closed-loop communication workflows. In short, deliver consistent and predictable results with real-time visibility and great team collaboration.

Release history

Last updated: February 2019

Solution summary

The two-way integration of Audit Prodigy Scheduling Suite with Archer Audit Management solution eliminates duplicate data entry while offering the best of both worlds: relying on Archer as a system-of- record while leveraging Audit Prodigy’s best-in-class scheduling and delivery capabilities.

Changes to audit engagements in Archer are automatically synchronized, in near real-time, with Audit Prodigy. At the same time, any scheduling activities performed in Audit Prodigy against engagements are posted to Archer and displayed in the Staffing tab of respective engagements.

Partner Integration Overview
Archer Solution	Audit Management
Archer Use Case	Audit Engagements & Workpapers
Archer Applications	Audit Engagement, Appointment, Contacts
Uses Custom Application	No
Requires On-Demand License	No

Partner product configuration

Before you begin 

This section provides instructions for configuring Audit Prodigy with Archer. This document is not intended to suggest optimum installations or configurations.

It is assumed that the reader has both working knowledge of all products involved, and the ability to perform the tasks outlined in this section. Administrators should have access to the product documentation for all products in order to install the required components.

All Audit Prodigy components must be installed and working prior to the integration. Perform the necessary tests to confirm that this is true before proceeding.

Important: The integration described in this guide is being provided as a reference implementation for evaluation and testing purposes. It may or may not meet the needs and use cases for your organization. If additional customizations or enhancements are needed, it is recommended that customers contact Archer Help for assistance.

Audit Progidy configuration

Enabling the Archer integration in Audit Prodigy

1. To enable the Audit Prodigy and Archer integration, an approved request needs to be submitted to Audit Prodigy Support team to enable the integration.

Sync tool enablement

1. Make sure to have an account setup in Archer that has system administrator access to read and modify data through Archer’s API & Web Service.

2. The identified account needs to be provided to Audit Prodigy to configure and kick start the sync tool that keeps Archer and Audit Prodigy instance in sync.

Archer configuration

Appointment Application changes

1. Two cross reference fields for storing Engagement_Id and Resource_Id needs to be configured

2. Engagement ID field needs to be configured to reference Audit Engagement application as shown in below screenshots.

3. Resource ID field needs to be configured to reference Contacts application.

Audit Engagement Application changes

1. Need to add a section “Appointment (Engagement_ID)” to list appointment by Engagement in Audit Engagement Staffing screen as below.

2. Below is the example of how appointments are displayed once configurations are in place.

Certification environment

Date tested: February 2019

Product Name	Version Information	Operating System
Archer	6.5	Virtual Appliance
Audit Prodigy	1.0