Audit Resource Planning

Audit Resource Planning Tool—Retain

Retain is the Office’s audit resource planning tool. Through Retain Web Viewer, auditors can view their audit project schedule either by the product view (audit product) or by the resource view (auditor). The Retain Corporate is used by audit directors and Audit Resource Planning team to do resource and capacity planning.

Please click on the following link to launch Retain Web Viewer.

To obtain Retain Corporate, the Audit Resource planning team would need to first give audit directors the appropriate access and then you will be able to download it from Software Center.

How-to guides

• How to use Retain Web Viewer (for all auditors)
• How to use Retain Corporate (for DX)

If you have questions regarding the resource planning tool, including how to use the reporting function, please contact Staff Scheduling Clerk.