• 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 roll forward options in Year End process

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

Use roll forward options per Project Template in Project Management

From the Project Management setup area you can specify roll forward options on a per template basis. If you wish to use the options that you specified in roll forward setup then select this checkbox.

Set Roll Forward options in the Year End process

Use the drop-down list that appears to select roll forward for project templates only, client projects only, or both. Depending on your selection, the options for template, client project and budget amounts become available through the wizard.

Note: The Process For option "Client Project Only" is not available if the project template defines a year in the Year field.