• Project Roll Forward Wizard - Welcome Screen
• Project Roll Forward Wizard - Project Template Options
• Project Roll Forward Wizard - Client and Budget Options
• Project Roll Forward Wizard - Summary

Project Roll Forward - Project Template Options

This wizard guides you through the intermediary steps required to complete a project roll forward. Use this wizard to advance your project settings to the next project cycle.

In the following two wizard screens you can specify project template options for the subsequent project cycle.

Project Template Screen 1

Template No

Specify a unique project template number. This field must be defined and you cannot use an existing template number.

Description

Specify a new template description or use the existing one.

Project Template Screen 2

Template Options

Template roll forward options apply to dates and issues. Here you can override the default settings you applied in the Project Management area.

Increase dates

Select the checkboxes for Start Date and Due Date as appropriate. Each of the selected date types increment to the next year during roll forward.

The Year is automatically checked or unchecked based on whether a year is assigned for project template, client project or neither. You cannot modify this option when manually processing or processing when status of template changes to completed:

Project Template Year	Client Project Year	Roll Forward behavior for Year
Yes	No	No
No	No	Yes
Automatically checked	Automatically unchecked	Automatically unchecked

Issues

Select to roll forward 'All' issues or 'Issues with Roll Forward option selected'. You can select the roll forward option for a specific issue from the Issues dialog (for more information, see Description section under Roll Forward here).