Roll forward
The roll forward feature allows you to:
Simplify the creation of new projects
Carry forward files from the prior period
Normal vs. Placeholder Roll Forward
Documents can either be rolled forward normally as placeholders. If a document is rolled forward as a placeholder it will be a placeholder with the same name in the new project, which will allow you to upload the appropriate document in the new period. This feature is useful to give you a hint which documents to include in the next period's project.
Set documents to roll forward
On the "Documents" tab, you can set multiple documents to roll forward by:
Selecting which documents you wish to roll forward by Command or Shift clicking multiple documents.
Clicking the roll forward icon and selecting either Roll Forward or Roll Forward as Placeholder
Documents which are set to roll forward will have the purple roll forward icon:
To set a single document as roll forward, simply right-click on it and click "Edit document settings".
Roll forward a project
When you are ready to roll forward a project:
Go to the prior period project
Click the dropdown at the top of the project:
Click the "Roll Forward" button and update any details as needed before creating the project
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