• 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 Project Template to roll forward, Project Template No., Client Project No. Options

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

You can select the project templates you wish to roll forward. A warning label () appears next to project templates that do not satisfy the following requirements:

• The project template number for the new year must be unique. Ensure no new template numbers are using existing project template numbers.
• The completion date must be set. If you selected to change the status of client projects and project templates to completed then you must specify the completion date for these projects or templates.

Note: Not all columns may appear based on your prior selections in this wizard.

Roll Forward ()

Select the checkbox in this column to roll forward the project template.

Project Template No.

This column displays project template number for the existing year.

New Year Project Template No.

Use this column to specify project template numbers for the new year. You can update this entire column by using a mask. See "Creating a mask for project template numbers" below.

Description

This column displays your existing project template descriptions. You can update the description as necessary.

Status

This column displays the project template status.

Completion Date

Use the drop-down calendar to select a completion date for project templates. This column is available only if you selected to update the status of all project templates to completed.

Options

Click the ellipses button () to view all project roll forward options defined under Project Management setup. This column is available only if you selected to use existing project roll forward options.

A new window opens with all project roll forward options opens. Confirm or alter roll forward options on a per template basis.

Creating a mask for project template numbers

A numbering mask enables you to apply a numbering convention for projects across your firm. The mask supports up to three identifiers with the option of specifying separators (delimiters) between each identifier.

To ensure all project template numbers are unique you must, at minimum, specify the following identifiers:

• Project Template No. AND Generated number

If you do not specify the two identifiers above you can still define a mask for the majority of your project template numbers. You must manually define any other project template number that does not accept the mask.

Update (button)

After specifying a mask click the update button to automatically assign a 'New Year Project Template No.' to each project template. The following two options are available:

• Update all new Project Template No - select this option to update all new project template numbers. This includes overwriting any existing updates you already have made.
• Update blank new Project Template No - select this option to update only rows that do not have a new project template number. Any updates you have made are not overwritten.

Supported Identifiers:

None	This option specifies a blank field. If you are using less than three fields in the mask specify 'none' in the middle or end positions.
Project Template No.	This option specifies the project template number you define in the project management area for your firm.
Project Type	This option specifies the project type you define in the project management area for your firm.
Year	This option specifies a year. If no year exists for the project template then this identifier is not used.
Identifier	This option enables you to specify a custom identifier. Enter the identifier of your choice in the text box that appears below the identifier position.
Generated No.	This option generates the next available number that uniquely identifies a client project.

Supported Separators (delimiters):

Note: For illustrative purposes characters are surrounded by quotation marks. Quotation marks are not included as part of the separator.

Separator	Character
None	""
Space	" "
Underscore	"_"
Hyphen	"-"
Period	"."
Slash	"/"
Backslash	"\"
Vertical bar	"|"
Colon	":"
Semi colon	";"
Comma	","