• 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 Roll Forward options for Client Project

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

You can select specific client projects to roll forward during year end close. For the project templates listed, choose 'All' or 'Selected' client projects under the Client Project to Roll Forward column. If you choose to roll forward only selected client projects click the ellipsis button () under the Select Client Project column to see all client projects for each template. Select only the client projects you wish to roll forward.

Increase dates

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

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).

Notes

Select the Roll Forward checkbox to roll forward any client project notes.

Budgets

You have the option to delete or retain any budget details in the client project. Select to delete if budget details are not necessary. Select to leave if you want to retain budget details after year end close.