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Annual planning
OVERVIEW
Annual planning

You can develop an annual plan based on the strategic plan already prepared. The annual plan is developed on a weekly basis, and the program visualizes up-to-date information about the risk level assumed, the audit hours planned and the available resources. By using AuditDesktop you can easily plan the timing of the audits during the year, thus maximizing the scope and ensuring an even and effective workload for the teams.

ANNUAL PLANNING

During the drafting of the annual plan on the left-hand side (see the screenshot) you can see displayed the elements of the audit universe which are planned for an assurance audit during the year of drafting the annual plan. Immediately below the universe you will find all the additional audit activities, such as units under construction and others, which will be built into the audit plan.

Horizontally you will find information about the assessed risk and the time recommended from the audit plan developed for every auditable unit, as well as a comparison between the time recommended and the actual time set for every audit engagement. AuditDesktop implements information control through visualization of the totals of time planned in different colors depending on whether you have set more or fewer hours than the time recommended based on the assessed risk.

Vertically you will find information broken down by weeks about the number of working days in each of the weeks, as well as recap of the audit time set compared to the available resources for the specific time interval.

For better visual presentation, the various audit engagements are shown in different colors. You will find a key of the colors used at the bottom left corner of the display.

The only information that has to be entered by the user via the keyboard during the drafting of the annual planning is the time scheduled – weekly or per audit. Everything else is done by selecting and marking the respective sections. The product offers a number of conveniences and automatisms during the allocation of the audit time and significantly reduces the time necessary for the development of an equivalent plan through other means.

Throughout the entire planning process AuditDesktop will guide the user by exercising control both vertically and horizontally for available human resources and the time recommended for the execution of the audit engagement.

Strategic planning
Strategic planning
Annual planning
Annual planning
Risk assessment
Risk assessment
Risk matrix
Risk matrix
Materiality
Materiality
Sampling
Sampling
Audit methods development
Audit methods development
Conducting and documenting an audit
Conducting and documenting an audit
MS Office integration
MS Office integration
Trial balance
Trial balance
Trial balances consolidation
Trial balances consolidation
Financial statements analysis
Financial statements analysis
Errors
Errors
Timesheets
Timesheets
Reports
Reports
Audit file export
Audit file export
Audit file export - checklist
Audit file export - checklist