Project Roll Forward - Welcome Screen
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.
The Project Roll Forward wizard is only accessible with the following roll forward process types:
- Change status to Completed
- Manually Processed
For more information about roll forward process types see Project Management - Roll Forward.
Change status to Completed
If you selected this process type as the roll forward behavior then you are changing the status of a project template to complete. The following option is available to you:
Change status to completed for all SubProj Template, Client Project, Client SubProj that currently have a status other than completed before roll forward
In order to roll forward these related projects of the project template, they must be in a completed status. Specify a Completion Date to update the status of all subproject templates, client projects and client subprojects to completed.
If you are still working on any of the noted project types then this project template is not complete. Click Cancel to exit out of this wizard.
Manually Processed
If you selected this process type as the roll forward behavior then you clicked the Roll Forward button from the project template. The following options are available to you:
Change status to completed for all Client Project that currently have a status other than completed before roll forward
Prior to roll forward, if you wish to update the status of all client projects to completed, select this option.
Specify a Completion Date to update the status of all client projects to complete at the specified date.
Roll forward only completed Client Project
Select this option to roll forward only client projects with a status of completed.
Roll forward all Client Project and don't change status to completed
Select this option to roll forward all client projects regardless of their status.
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
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