• Project Year End Options
  • Select Client Project and Project Template options
  • Select Project roll forward options in Year End process
  • Select Roll Forward options for Project Template
  • Select Roll Forward options for Client Project
  • Select Budget Amounts Options for Project
  • Select Project Template to roll forward, Project Template No., Client Project No. Options

Select Client Project and Project Template options

For a full list of project year end options see here.

Change status to completed for all Project Templates and Client Project that currently have a status other than completed before roll forward. You will be able to add Completion Date per Project Template in the next pages

Prior to roll forward, if you wish to update the status of all client projects to completed, select this option. For project templates, you are required to specify a completion date later on in this wizard.

Roll forward only completed

Select this option to roll forward only projects with a status of completed. You can select to roll forward project templates and client projects, or client projects only.

Roll forward all Project Templates and Client Project and don't change status to completed

Select this option to roll forward all client projects regardless of their status.